Groups

Groups are used in Map My Customers to segment data, share records, or filter map views.

By default, users will have access to the companies they own in Map My Customers, and if they are managers, they will also have access to the companies their team members own.  Groups allow you to share additional companies and contacts with other users.  Granting a user access to a group will grant access to every record in that group.  

Segmenting customers and data is another way to use groups - create groups by customer tier, product line, target list, and more. Groups can also be used to filter maps, create call lists and reports"

To access Groups:

1. Tap on the “Map” icon on the bottom navigation bar to open the Map view.
2. Tap on the “Groups” option at the bottom of the screen
3. Here you will be able to view and manage your groups.

Groups can be created based on Companies, People, or Deal records.

To create a Group:

1. Tap on the “Map” icon at the bottom navigation bar to open the Map view.
2. Tap on the “Groups” option at the bottom of the screen.
3. From the Manage Groups page, tab on “+Add” on the right hand of the screen
4. Add a Group Name and select a color you would like to assign this group.
5. To assign a cadence for a specific group, toggle on “Assign Cadence.”

Note: You can learn about cadences by tapping the “More about cadences” hyperlink or by visiting our Cadences article

To edit a Group:

1. Tap on the “Map” icon at the bottom navigation bar to open the Map view.
2. Tap on the “Groups” option at the bottom of the screen.
3. Select the record type and the group you would like to change.
   
   
   
   
4. Tap the “Edit” option at the right top corner to apply changes to the whole group or select a record from the list if you want to apply changes to that specific Company, People, or Deal.
   
   
   
   
   
   
5. Once you are in the Group list, you can also add a new Company/People/Deal record to any of your existing groups by tapping on “+Add.”

To remove records from Groups:

1. Go to "Maps" at the bottom Navigation menu
2. Tap on "Groups"
3. Select the Group you want to remove records on
4. Slide the Record name to the left and tap on "Delete from Group"
   
   

You can also remove records from groups by going to the Company/Person/Deal record view

To remove records from Groups on the Record view:

1. Go to the record by either using the Search bar or the Map view
2. Tap on the record name
3. Go to "Relationships"
4. Tap on "Manage" next to Groups
   
   
5. Remove the record from the selected group