The Map view displays accounts that have a saved location. Use it to review their geographical distribution, find nearby accounts and prepare your sales visits.
Use the map in the web app
Open Accounts.
Select Map at the top of the page, next to List.
Use the search bar and filters to choose which accounts to display.
Move around the map or adjust the zoom level to explore the results.
Select a marker to view the corresponding account.
Each account is represented by its account icon and assigned rating.
When several accounts are close together:
Zoom out to group their markers. The number inside the group shows how many accounts it contains.
Zoom in to separate the groups until each account appears individually.
Select an account marker to view its details and access its activities, opportunities and other related information.
You can also switch between the Map and Satellite views using the options displayed on the map.
The filters applied in Accounts also determine which records appear on the map.
Use the map in the mobile app
Open Accounts from the bottom navigation bar.
Tap the map icon in the upper-left corner.
Use the search bar or filter icon to narrow down the accounts displayed.
Move around the map and adjust the zoom level to view groups or individual accounts.
Tap a marker to view the available information and open the account record.
The selected view icon is highlighted in green.
Categorise accounts on the mobile map
In the mobile app, you can display accounts by Activity, Account type or Status. Activity is selected by default.
The map uses colours to distinguish the values in the selected category. Use the legend at the bottom of the map to identify each colour.
