Multiple Categorization for Multiple Entitles

Users can plot multiple entities on the map and can also select attributes for the Datasources selected to categorize them. The screenshot below shows the categorization of the records of Account, Lead, and Opportunity based on the attributes Annual revenue, Rating, and Estimated Revenue respectively.

  • Users can choose respective categories for different entities.

  • The user can define the color as well as the shape of pushpins for each parameter of the category. Refer to the Pre-Define Colors for Category section for further details.

  • Users can also choose the field attributes to be visible in the Category list. Refer to the ‘Setup Entity Map’ section of the Installation Manual for further instructions.

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