The administrator can help your users to achieve the best possible experience with CRM-Map.

Your users will be using a Google Maps interface. The main method they will have to see their customers on the map and the status of these customers will be by using icons.

It is important for visibility that you use bold clear shaped icons. To use the colour change option, you must use a transparent background.

 

We suggest you test these icons with 16 or 32 pixels base. You will get a better outcome with a PNG file, but CRM Map can also utilise JPEGs and GIF files.

To help you get started we have supplied you with some standard icons, these can be found by clicking Setup then selecting manage category icons.

 

With CRM-Map you can get a whole picture of your sale zones, territories, assets, clients, opportunities or leads. Improving your users experience with CRM Map, saving them time and effort and giving you better results.

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If you prefer to watch a training video on this topic, please click on the video link below: