In Map My Customers, Lists are how you can organize, filter and view your Companies, People and Deals records.
Records can be added to the List View 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 Map View.
Filters can also be added from the List View. Filters allow you to sort through your records by users, location, groups, and more.
To Access Lists:
- Select "Records" from the Navigation Bar
- Select "Company List", "People List" or "Funnels/Deals"
This section explains how to use:
Click Here to read about Lists on Mobile.