Web App Support

Home Screen

• Home Screen Overview
• Stack Rank on the Home Screen
• Dashboard Content on the Home Screen
• Timeline View on the Home Screen

Records

• Records Overview
• Custom Fields
• Create Records
• Record View
• Relationships
• Frequencies on Web

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Maps

• Map Overview
• Getting around the Map
• View or edit records from the Map
• Records in View list
• Filters on Map View Overview
• Map Actions
• Data View
• Pin Settings and Color Key
• Map Layers Menu
• Territories
• Groups on Web
• Map View

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List View

• List Overview
• Using List View

Import

• How is Map My Customers data organized?
• Importing data into Map My Customers by spreadsheet
• Import Sample File

Companies

• Companies Overview
• Company Records
• Company Record View
• Parent/Child Companies

People

• People Overview
• Person Records
• Person Record View

Deals

• Deals Overview
• Deal Records - Web
• Manage Funnels and Stages
• Board View
• Deal List View
• Forecast View

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Activities

• Activities Overview
• Activity Records - Web
• Using the Planner
• Route Builder on Planner - Web
• Activity List View - Web
• Activity Scheduler View

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Filters

• Filters Overview
• Filters on Map view
• Filters on List View
• Saved Filters

Lead Finder

• Lead Finder Overview - Web
• Find Leads - Web
• Add Leads to Your Records - Web

Routes

• Routes Overview - Web
• Create Routes - Web
• Create Routes from Map Tab
• Edit Routes

Reports

• Using Map My Customers Reporting
• Overview Tab
• Activity Tab
• Deals Tab
• Stack Rank in Reports
• Exports Tab

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Pinned Resources

• Pinned Resources

Bulk Emails

• Setting Up Bulk Email
• Sending Bulk Emails from Web

Alerts and Push Notifications

• Alerts and Push Notifications

Settings

• User Settings Overview
• Personal Settings
• Restorable Records
• Notifications and Privacy