Accounts Map

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

Accounts → Map icon Related: Routes, Places map/lasso tools

Using Accounts Map

1. Apply search/filters on Accounts if needed.
2. Tap the Map icon.
3. Review account pins on the map.
4. Tap pins for account actions.
5. 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.

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