Within the Map My Customers application, Filters allow you to focus on Records that are meaningful to you. Filters can help you identify opportunities, target customers and boost sales efficiency.
Filtering is available on both Map and List View.
To Access Filtering via Map View:
- Click "Map" in the Navigation Menu
- Select your desired Map View
- Click the blue "Filter" button in the top right corner
Click here to read about filters on Map View.
To Access Filtering via List View:
- Click "Records" in the Navigation Menu
- Select your desired List View
- Filter by Group and Radius and specific field contents via the table
Click here to read about filters on List View.