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 on Mobile by the Universal (+) button. By default, users can only see the records they have added. Team Owners can use Groups to share records with other team members on the Web App. 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:
- Tap "Records" from the Navigation Menu
- Tap "Company", "People", "Deals", or "Activities"
This section explains how to use:
Click Here to read about Lists on Web