Map Overview

In Map My Customers, Maps are how you can visualize your Companies, People and Deals as pins on a Map.   

Records can be viewed as pins by either importing or manually adding your Companies, People or Deals into Map My Customers. By default, users can only see the records they have added. Team Owners can use Groups to share records with other team members. You can also view records in a List View. 

Territories can also be created from the Territory Map view. Territories allow you to visually divide your map and assign those territories to yourself or your team members. 

 To Access Maps: 

• Select "Map" from the Navigation Bar

• Select "Company Map", "People Map", "Deals Map", or "Territories Map" 

This section explains how to use:

• Map View

Click Here to read about Maps on Mobile.