Geolocated customer map
How to browse the customer map and read the marker details.
The customer map shows your customers as geolocated markers. Nearby customers are automatically grouped into clusters, which split apart as you zoom in.
Clicking a marker opens a card with the customer's name, company name, addresses, contacts, any closing days and the assigned agent.
If you see an “Addresses without geolocation” counter at the top, it means some customers don't have a mappable address: you can fix this by updating the address on their record.