For the complete documentation index, see llms.txt. This page is also available as Markdown.

Set pushpin for categories

While plotting CRM records along with categorization, user can select the color and shape of the pushpins and also save the selection for future use. Once the categorized data is plotted, user can go to the respective category card, change the color and shape of the pushpins and click on ‘Save’ to save the pushpins selected for future use.

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