Web App Support
Find out how to use different features from our Map My Customers Web App
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Records
Company, People, Deal and Activity Records help you keep track of your customers and your sales
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Maps
Map View displays the location of your Records
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List View
List View can be sorted and filtered for a cross section of your Records
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Import
Add thousands of Records at once through Import
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Companies
Company Records store information about your customers
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People
People Records store information about individuals
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Deals
Deals Records are sales with specific Companies or People
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Activities
Activity Records track the daily interactions of a salesperson including calls, visits, meetings and more
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Groups
Assign Groups to organize, segment, and share Records
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Filters
Use Filters on Map or List View to view only specific Records
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Impersonation
Managers can use Impersonation to see the application as if they were a team member
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Lead Generation
Find new Leads using our Lead Generation tool
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Routes
Create optimized Routes to help plan your day efficiently
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Territories
Set up geographic Territories for your People Records
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Reports
Use Reports to export Record information into a spreadsheet
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Alerts and Push Notifications
Get notified about updates, changes, or mentions within a record.
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Settings
Learn how to update Individual and Organization Settings