View or edit records from the Map

To access your records: 

1. Tap the “Map” icon on the bottom navigation bar.
2. Click on a pin.

You’ll see preview details of the record and quick actions available to interact with.

Quick Actions:

• Check-in
• Call
• Email
• Directions
• Quick Edit
• Add Note
• Add to Route
• Add to Group
• Change Color
• Delete

To view more details of the record:

1. Tap the Name of the Company/People or Deal record
1. This will take you to the record view

There are three different tabs under the Record view:

• Activities: 
• View all activities
• Notes and files associated with this record
• Relationships: 
• Related records
• Groups or Routes assigned to this record
• Details: 
• General details
• Custom fields
• Address details

You can also apply filters to search.  To learn more about filters, please visit our Filter Overview page