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Viewing customer accounts on the map

You can view your customer accounts as pins on the map. When you select a pin, you'll see insights for that particular customer account.

  1. On the Planning cycles home page, click the planning cycle to open.

  2. Click the Territory view.

  3. On the battle card canvas, select a battle card.

  4. In the data tray, click the Territory definition tab.

  5. Switch the toggle from View grid to View map to open the map view.

  6. Select Accounts from the drop down menu on the top left corner of the map. This activates your pins on the map.

  7. Zoom in to a cluster until you see individual pins. You can also click the cluster to break it down until you see individual pins.

    Note

    Territories and pinned accounts are represented by the same color to show the correlations between them.

  8. Select an account to view its details on the insights card.

    Note

    You can select multiple pins. Selected pins appear in white. You can only select individual pins. Selecting a cluster will zoom in on the cluster until individual pins are visible.