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How to View Customers On A Map*

Overview

This tutorial explains how to view customer locations on a map

How to Generate Map Routes

Click here for a tutorial on how to generate map routes for customers

How to Map Clients

  1. Go to the Clients component
  2. Select the Clients tab
  3. Click the Clients menu button
  4. Select the clients that you want to map
  5. Click the Group Operations button
  6. Click the Map Options menu option
  7. Click the View Selected Clients on Map menu item

How to Map Clients from a Marketing Campaign

  1. Edit the Marketing Campaign
  2. Select the Clients tab
  3. Click the Group Operations button
  4. Click the Map Options menu option
  5. Click the View Selected Clients on Map menu item

How to Map Clients from that have a Tag

  1. Go to the Clients component
  2. Select the Settings tab
  3. Click the Manage Tags button
  4. Click on the View Clients button for the desired tag
  5. Click the Group Operations button
  6. Click the Map Options menu option
  7. Click the View Selected Clients on Map menu item