It can be overwhelming to see all of your Companies, People and Deals displayed as pins at once. Using Filters in Map View helps you to visualize only the pins most relevant to you at the moment.
To apply a Filter in Map View:
- Click on the "Filter" button in the top right corner of the navigation menu
- Decide which of the three types of Filters you want to apply:
- Filter by specific field contents
- Filter by Group
- Filter by radius
To Filter by specific field content:
- Click on the Search Menu to select a field (such as City, Owner or another custom field)
- Select the desired parameters for the search value (such as contains) via the adjacent drop down
- Use the last field to enter a value for the selected field
- Click "Add Filter" to apply
To Filter by Group:
- Select a Group you wish to filter by clicking on it. Alternatively, you can search for a Group by using the search bar
- Use the dropdown to indicate whether you would like the filter to display pins that are in any one of the selected groups or pins that are in all of the selected groups:
- The “Pins in any” option will display all of the pins in each selected group
- The “Pins in all” option will display only pins that overlap in the multiple selected groups
To Filter by Radius:
- Use the slider to filter out pins outside of the desired radius (in miles) from your current location
- To change your location, click "Change" to the right of your estimated address
Note: You can apply multiple Filters at once. Once you have created all of the desired Filters, click on the “Apply Filters” option in the top right corner of the page. This will take you to Map View with only pins matching the set of filters on display
To edit a Filter:
- Click on “Filter” in the top-right corner of Map View
- Make the desired change to your filter
- Click “Apply Filter”
To remove a Filter:
- Navigate to “Applied Filters”
- Click on the “X” next to the filter name
- The filter will be removed from the list under the “Applied Filters” section
- Alternatively, select "Reset Filters" in the top -right corner
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