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Viewing account pins on the map

You can view your pinned account 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. Click the pin icon location--person.svg on the bottom right corner of the map.

  7. Under Account pins, select one of the following check boxes to determine how you view these pins on the map:

    • Heat & pins - this view shows your accounts as a heat map. As you zoom in, the heat map disperses until you're close enough to view individual pins.

    • Clusters - this view shows your accounts as clusters. As you zoom in, the clusters break up into smaller chunks until you're close enough to view individual pins.

    • Hide accounts - this view removes any account pins from the map.