Difference between revisions of "Accounts Map"
Ashley DeBon (talk | contribs) (Created page with "== Accounts Map == === What is Accounts Map? === Accounts Map plots your filtered accounts on a map so you can see nearby companies and plan visits. === How to navigate ===...") |
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== Accounts Map == | == Accounts Map == | ||
| − | + | [[File:App_Accounts_Map.png|200px|thumb|right|Callproof Mobile App Accounts Map]] | |
=== What is Accounts Map? === | === What is Accounts Map? === | ||
Latest revision as of 08:27, 17 July 2026
Contents
Accounts Map
What is Accounts Map?
Accounts Map plots your filtered accounts on a map so you can see nearby companies and plan visits.
Accounts → Map icon Related: Routes, Places map/lasso tools
Using Accounts Map
- Apply search/filters on Accounts if needed.
- Tap the Map icon.
- Review account pins on the map.
- Tap pins for account actions.
- Use lasso/map tools when available to select multiple accounts and add them to a route.
Features include
- Map pins – Accounts plotted by location.
- Filtered map – Reflects your current Accounts filters.
- Pin actions – Open account options from the map.
- Lasso select – Select multiple nearby accounts when available.
- Add to route from map – Build a visit path quickly.
