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.
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
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.
Click on District borders. This will toggle on/off the sales district borders on your map (only if districts have been created)
Next, click on Sales Reps under View. This will activate Sales Representative markers in the map as seen in the image below.
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).
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.
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.
State outlines have been activated as seen in the image above.
Activating the world layer will turn on the visibility of the surrounding countries.
Activating Account Labels will turn on and off account labels for all of your accounts
Step 10: Territory Labels
Activating Territory Labels will turn on and off the territory label on your map
Step 11: District Labels
The same will occur when you select the District label option.
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.
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.
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.
To change the account colors from the assigned segment colors to the color of the territory simply click Activate the Accounts button.
Above image shows what the Accounts View looks like when its set to show segment colors.
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.
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.