Import territories from a file ; Create territories by county or state from file ; You may want to zoom or pan your map to better view your market area. Check this article for help to navigate around map: Zoom & pan map. Now you are ready to highlight the market area on map.
MapBusinessOnline automatically opens Data window and selects the plotted ZIP code dataset in the window. Click the yellow puzzle with binocular button on the Data window’s toolbar. In the dialog that will popup choose the first option to search data inside selected territories. Click Next button. In the next dialog select a territory you ...
‘File Download’ page will open. Click ‘Save’ and select file name and location to save file with CRM data. Click ‘Save’ again to proceed with download. Once data has been downloaded click ‘Close’. Follow instructions on how to Plot data from Microsoft® Excel using Excel file you have just saved.
Alternatively you can simply follow the link. Login if required. Account information page will be loaded. Choose ‘E-mail Address’ tab. You will see current email address in the box on the page. Enter new email address in the box. Click ‘Update account e-mail’ button. NOTE: the new email address must not be associated with another ...
Once ACT! data records are in Excel, you can either save them in a file and plot from there, or copy-paste the data records directly into MBO. Follow the instructions in Copy & paste data from spreadsheet article to plot your data. Things you can do with ACT! data in MapBusinessOnline. You can plot more than one dataset or records lookup on a map.
Search business listings. This article demonstrates how to search and plot business listings in MapBusinessOnline. To search the listings across the U.S., click the Yellow book with binoculars button on the main toolbar. To search the listings inside a radius or polygon, select a drawing figure and click the Yellow book with binoculars button on the figure’s mini-toolbar.
See how to import territories from CRM in a map. Learn about the benefits of sales territories defined by geography in a business mapping software over attribute-based territories in a CRM system. Figure the difference between point and boundary ZIP codes. Create continuous and compact sales territories with MapBusinessOnline.
MBO will generate the file and inform you about the size of the output. That may take a few minutes depending on the size of your territory layer. Click the Save button in the wizard to choose a file to store the output. Below are quick view instructions on how to import the file in Google maps. For details, search the Web. Launch your Web browser.
View demographic data. This article describes how to add demographic data to a map and to view demographic data in Data window. Related article: Color code map or territories MapBusinessOnline comes with various demographic data variables that are regularly updated.
Inside Map & Data window move mouse pointer over dataset name that you wish to edit and click gear icon that will appear. In ‘Manage map and data’ dialog select Callouts tab. Choose small, normal, or large callout text, its style and color. Select callout background color. While inside ‘Manage map and data’ dialog, click ‘Format ...