Web App Support

Records

• Record View
• Create Records
• Frequencies
• Records Overview
• Relationships

Filters

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

Alerts and Push Notifications

• Alerts and Push Notifications

Deals

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

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People

• People Overview
• Person Records
• Person Record View

Reports

• Activity Tab
• Overview Tab
• Stack Rank
• Exports Tab
• Using Map My Customers Reporting
• Last Location Tab
• Deals Tab

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Import

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

Companies

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

List View

• List Overview
• Using List View

Routes

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

Settings

• Notifications and Privacy
• Personal Settings
• User Settings Overview

Maps

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

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Lead Finder

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

Activities

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

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Bulk Emails

• Sending Bulk Emails
• Setting Up Bulk Email

Home Screen

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