Map View

The map view provides an interactive geographic visualization of your campaign leads, zones, interactions, and sales.

Accessing Map View

1. Navigate to your campaign
2. Click the Map tab
3. The map loads with campaign data

Map Interface

Map Display

The map shows:

• Lead markers - Locations of campaign leads
• Zone overlays - Geographic zone boundaries
• Interaction markers - Recent interactions (when enabled)
• Sale markers - Sales locations (when enabled)

Lead Clustering

When zoomed out, nearby leads cluster together:

• Clusters show the count of leads
• Click a cluster to zoom in
• Clusters use zone colors when leads are in zones

Lead Source

Toggle between viewing:

• Campaign leads - Only leads in this campaign
• Account leads - All leads across the team account

Zones

Viewing Zones

Zones appear as colored polygon overlays on the map:

• Each zone has a name and color
• Zone boundaries show the geographic area
• Leads within zones are associated with that zone

Zone Filtering

Filter the map by zones:

1. Use the zone filter dropdown
2. Select one or more zones
3. The map shows only leads in those zones

Toggle Zone Display

Turn zone overlays on or off:

• Use the Show Zones toggle
• When off, zone boundaries are hidden
• Leads still show their zone colors

Filtering Data

Available Filters

Date Range Filter

Filter interactions and sales by date:

1. Click the date picker
2. Select start date
3. Select end date
4. Data filters to that range

Interaction Filter

Filter by interaction states:

1. Select states from the dropdown
2. Only matching interactions show
3. Multiple states can be selected

Sale Filter

Filter by sale states or products:

1. Select sale states to filter
2. Or select products to filter
3. Multiple selections supported

Display Options

Show/Hide Data Types

Toggle visibility of different data:

• Show Zones - Zone boundaries
• Show Interactions - Interaction markers
• Show Sales - Sale markers

Tabs

The map sidebar has tabs for:

• Filters - Zone, state, and date filters
• Interactions - Interaction state filters
• Sales - Sale and product filters

Lead Markers

Marker Colors

Lead markers are color-coded:

• Zone color when assigned to a zone
• Default color when not in a zone

Clicking Markers

Click an lead marker to:

• View lead details in a popup
• See zone assignment
• Navigate to lead detail page

Navigation

Panning and Zooming

• Drag - Click and drag to pan
• Scroll - Mouse wheel to zoom
• Pinch - Touch gesture on mobile
• Double-click - Zoom in on location

Fit to Data

The map automatically fits to show:

• All campaign leads on initial load
• Filtered leads when filters are applied

Interactions Display

When interactions are shown:

• Markers appear at interaction locations
• Colored by interaction state
• Click to see interaction details

Sales Display

When sales are shown:

• Markers appear at sale locations
• Colored by sale state
• Click to see sale details

Best Practices

Working with Maps

1. Use filters - Focus on relevant data
2. Toggle layers - Show only what you need
3. Zoom appropriately - See clusters or individual leads
4. Use date ranges - Focus on specific time periods

Data Organization

1. Define zones - Organize leads geographically
2. Assign leads - Keep zone assignments current
3. Track interactions - Record activity for map visibility

Troubleshooting

Leads Not Showing

If leads don't appear:

1. Check zone filters aren't hiding them
2. Verify leads have coordinates
3. Zoom out to see all markers
4. Switch lead source if needed

Map Not Loading

If map doesn't load:

1. Check internet connection
2. Refresh the page
3. Clear browser cache
4. Try a different browser

Slow Performance

If map is slow:

1. Apply filters to reduce data
2. Zoom in to smaller area
3. Toggle off interactions or sales
4. Close other browser tabs

Related Topics

• Campaign Leads - Lead management
• Campaign Overview - Project basics
• Interaction States - State configuration