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Getting started with Mapsly
Getting started with Mapsly
Data exchange between Mapsly and your CRM and how the CRM data is shown on the map
Bulk import/update users
Center map on a record, GPS coordinates, or map region, when Mapsly opens, using URL commands
[Freshworks] How to embed Mapsly into Freshworks using Embed Widgets
Logs in Mapsly
How to create a new CRM record in Mapsly
[HubSpot] How to enable webhooks
Personal preferences
Data exchange log
[Zapier] How to setup synchronization using Zapier
[Zoho CRM] How to pin Mapsly tab to the top (move to the left in the menu)
[Salesforce] Add Mapsly tab to your Sales app
Signing up for a Mapsly account and adding a data source
Share map layers, filters, territory groups and saved places with others
Managing users in Mapsly without "Single Sign-On"
Logging in as another user (Administrators only)
Record sharing rules
Object's map/table properties; editing default properties and resetting them for a user
User role hierarchy [COMING SOON]
User profiles and permissions (control who sees what in Mapsly)
Add 'weblink' fields to your objects that users can open in a new tab or in an popup with an iFrame
User management and Single Sign-On in Mapsly
Managing your Mapsly subscription
How to sign into Mapsly with a CRM user account
How Single Sign-On works in Mapsly
About Mapsly's metadata-driven architecture and data management
Mapsly account sign-up wizard
How to add a CRM object (module) to Mapsly
How to pick field(s) to be used as object's address
How to see Deals and Opportunities on the map based on their account address
How to adjust frequency of importing data into Mapsly
[viaSocket] How to setup synchronization using viaSocket