Are you new to CRMs (Customer Relationship Management tools) or are you ready to start populating records into Map My Customers? Check out our breakdown of how data is organized in Map My …

If you’ve already made an account with Map My Customers, you can log in any time by clicking the “Log in” button on our home page or via the Map My Customers app on your device.

Records Company, People, Deal and Activity Records let you keep track of your customers and sales Map View the location of your Companies, People and Deals on a Map Lead Finder Lead Finder …

Map Overview Getting around the Map View or edit records from the Map Records in View list

With two-way sync set up between your CRM and Map My Customers, your sales reps activities, notes, and other updates to their company, people, and deal records are sent from your CRM into Map My …

Video Tutorial: Manage Fields and Layouts Video Tutorial: Importing Spreadsheets Video Tutorial: Integration Set-up Video Tutorial: Managing Users and Teams See more Helpful Articles to Get …

After clicking “Finish” to create a new Route, you will be presented with a map of your records. You can add pins to your Route individually or in bulk using the Lasso tool.

The Map My Customers Public API is a great option for sales teams that are trying to integrate CRM, ERP, or other software solutions that do not currently exist as native integrations (Salesforce, …

Learn how to log a Check-In in the Map My Customers mobile app. Plus, how to create a follow-up activity associated with the same Company or Person. To learn more about Check-ins:

The Route builder allows you to convert a day or week’s activities into a route right from the planner. Using Map My Customers, you can easily create, share, and edit optimized Routes for Companies or