Creating a map

From the Desktop application


Method 1

 From the 1. Create Maps menu under the Maps tab

  • Select the territory number
  • Click on the Setup (map) button
  • Create your map by clicking on the map to add pins, or drag existing pins to a new position
  • Click the Save button in the browser
  • Click the Import button in the application
Method 2

 From the Territories menu under the Home tab

  • Select the territory number from the Search dropdown list
  • Click on the Setup (map) button
  • Create your map by clicking on the map to add pins, or drag existing pins to a new position
  • Click the Save button in the browser
  • Click the Import button in the application

From the Web application

 From the Draw menu under the Maps tab

  1. Click on the territory number to open the map in a new tab
  2. Click on the map to add pins, or drag existing pins to a new position
  3. Click the Save button when completed

Play Video

Note: The video was created with version 4, therefore the menus are different. Properties & Maps refers to the Territories module under the Home tab. The Create maps function is not shown in the video, but the principles to draw a map remain the same


Applies to version 5.5.6 or later

Updated:20230327