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Multiple Categorization for Multiple Entitles
User can plot a maximum of three entities on the map and can also select one attribute for each of the three 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.
- User can choose respective categories for at a maximum of three different entities.
- The user can define the color as well as shape of pushpins for each parameters of category. Refer to Pre-Define Colors for Category section for further details.
- User can also choose the field attributes to be visible in Category list. Refer to ‘Setup Entity Map’ section of Installation Manual for further instruction.
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Last modified 7mo ago
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