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How to see Deals and Opportunities on the map based on their account address
How to see Deals and Opportunities on the map based on their account address

Learn how to make Deals, Opportunities and other objects without their own address in the CRM appear on the map

Sergey Shurygin avatar
Written by Sergey Shurygin
Updated over 3 years ago

This article describes steps you'll need to take to see a Deal/Opportunity object in Mapsly and is relevant to Zoho CRM's Deals modules and Salesforce's Opportunity object, which don't have an address inside the object but instead rely on their parent account's address.

You don't need the address in the Deal/Opportunity itself

Mapsly can use locations stored inside a related record (like the address of a deal’s parent account) in order to plot your objects in the map.

So to see Deals/Opportunities on the map, you need to select the appropriate related field on the "From related object" section of the pin address mapper within your datasource's setup page:

By doing it like this, if the address changes within the related object, it will also change for your deal/opportunity.

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