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Customer experience | Sales, Customer Insights,...
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Account with city showing on bing map

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Hello,

For example I will visit on one city next week and I want to see on dashboard on that city accounts. how can I do that?

NOTE: I enabled bing map on account and I can see location on account details.

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  • Inogic Profile Picture
    703 on at

    With Maplytics, Bing key is included in the license and you can geocode your Accounts. You can further create Maplytics dashboards with the required filters like city equals to x and the dashboard will show you all the accounts that belong to that city. Dashboard can be created with your required filters, be it city, state or any specific range of annual revenue or any industry. You can further add multiple Maplytics dashboards to CRM dashboard to have a glance at multiple data at once. Visit the links to how to geocode the CRM records and create a dashboard.  

    Thanks!

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