In Map My Customers, Companies are how you store company information about your customers and prospects. Companies can be used to create optimized Routes and better visualize your customers.
Company Records can be created by either importing or manually adding Companies 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 Companies in either a List View or Map View.
Groups can also be used to create segments for your Companies. For example, you can group Companies by their industry, product type or Tier.
To Access Company Records:
- Select "Records" from the Navigation Bar
- Select "Companies List" from the dropdown menu
- Select the Record you want to view
This section explains how to use:
Click Here to read about Companies on Mobile.
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