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Map Customization

draw polygon, assigning area

C
Written by CRM Support
Updated over 3 months ago

You can do these things on the map.

To begin, you can utilize the polygon drawing tool situated in the upper right section.

Next, use the "draw polygon" tool to outline a specific area. Then, assign this area to someone by specifying the Region, Team, and Users and click Assign.

After drawing the area, click on it to see the assigned area and assignee. You have the option to change the assignee as well.

In the map you can also Import Pins

The map allows you to filter pins.

Fill in the Dispositions, User, and Created Date boxes to create a specific filter.

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