In Map My Customers, Maps are how you can visualize your Companies, People and Deals as pins on a Map.
Records can be viewed as pins by either importing on the web app 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 List View.
Three distinct maps are available so you can organize your pins by Record type:
- Companies Map
- People Map
- Deals Map
To access Maps:
- Open the Map My Customers app on your mobile phone
- Tap “Maps” on the bottom navigation menu
This section explains how to use: