Changing Views

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Changing Views

Views or layers are basically markers on your map that are used to tag a wide variety of information—ranging from zip codes and cities to accounts and reps. You can activate or deactivate any combination of these views, depending on your preference.

For the purpose of this lesson, we start the map with all views deactivated. This way, you can see the difference as we activate each of them one by one.

Chapter 2 Changing Views

 

Step 1: Activate Point Zips

Chapter 2 Changing Views Step 1a

In the top menu, click on (1) View and activate (2) Point Zips. This will activate the markers per state. As seen in the image below, each state is tagged with their respective total number of point zips

 

Step 2: Activate Accounts

Chapter 2 Changing Views Step 2

Still under View, click on Accounts. This will activate account markers in the map, as seen in the screen shot below. Take note, the map now has two active Views/Layers: Point Zips and Accounts.

Chapter 2 Changing Views Step 2a

 

Step 3: Activate District Labels

Chapter 2 Changing Views Step 3

Click on District borders. This will toggle on/off the sales district borders on your map (only if districts have been created)

 

Step 4: Activate Reps

Chapter 2 Changing Views Step 4

Next, click on Sales Reps under View. This will activate Sales Representative markers in the map as seen in the image below.

Chapter 2 Changing Views Step 4a

 

Step 5: Activate Roads

Chapter 2 Changing Views Step 5

Finally, select Roads under View. This will enable road markers on the map. You now have a total of six markers on your map. In the example below, you can see easily spot the roads on the map (marked as yellow lines).

 

Chapter 2 Changing Views Step 5a

 

Step 6: Activate Cities

Chapter 2 Changing Views Step 6.25

For the next step, add Cities to the existing active layers. This will enable city markers around the map as seen in the screen shot below.

Chapter 2 Changing Views Step 6a

 

Step 7: Activate Static Layers

Chapter 2 Changing Views Step 7.25

 

Continuing the process, activate Static Layers under View. This will toggle on/off the state static layers. If you have additional layers (old Territory) these will also be toggled on/off.

Chapter 2 Changing Views Step 7b

State outlines have been activated as seen in the image above.

 

 

Step 8: World Layer

Chapter 2 Changing Views Step 8

 

Activating the world layer will turn on the visibility of the surrounding countries.

 

Chapter 2 Changing Views Step 8.25

 

 

Step 9: Account Labels

Chapter 2 Changing Views Step 9.25

Activating Account Labels will turn on and off account labels for all of your accounts

 

Step 10: Territory Labels

Chapter 2 Changing Views Step 10

Activating Territory Labels will turn on and off the territory label on your map

 

Step 11:  District Labels

Chapter 2 Changing Views Step 11

The same will occur when you select the District label option.

 

 

Step 12: Toggle Rep Color View

Chapter 2 Changing Views Step 12

 

Toggling the Rep Color on off will swap the color of the rep from the territory color they are assigned to, to black and then vice versa.

 

Chapter 2 Changing Views Step 7c

 

The above image shows the standard view of the Sales reps having the same color as the territory they are assigned to. The image below shows what it looks like when you click on the Reps View button.

 

Chapter 2 Changing Views Step 7b

When you click the Reps View button you will see that all the reps are now colored black. This view helps when it comes to assigning reps to new territories, it eliminates the old territory biases.

 

 

Step 13: Toggle Account Color View

Chapter 2 Changing Views Step 13

To change the account colors from the assigned segment colors to the color of the territory simply click Activate the Accounts button.

Chapter 2 Changing Views Step 8a

Above image shows what the Accounts View looks like when its set to show segment colors.

Chapter 2 Changing Views Step 8b

This next image above shows the account view toggled on. This shows which account is assigned to which territory. This is a very useful tool that can help you find unassigned accounts or set overrides.

 

And that's it.

Views is an easy way to tag your map with different information. Remember, you can activate any combination of available views on the map depending on your preference. Also, for some systems, disabling all layers can result in faster loading times. This largely depends on the working capacity of your desktop or laptop.