Team Maps
- What are team maps and what do they look like?
- How to filter team maps
- How to add new team members
- How to add existing team members
- How to add and remove a team member photo
- How to edit team member cards
- How to delete cards
- How to use the list view
See Maps for additional assistance with functionality such as printing, exporting, and archiving, and see Drawing Maps for additional assistance in using functionality in the map view such as drawing lines and shapes.
Team maps:
- Allow you to easily communicate internally with who is involved and whose time and commitment is needed for planning
- Allow you to communicate to your customer regarding who is involved in ensuring a successful relationship, and draw attention to engagement considerations they should know
- Identify gaps in the people involved relative to the people needed
- Educate new team members of involved parties during their on-boarding
The filter option assists you in quickly pinpointing specific team members by name, title, or role.
- Cards that do not match your criteria fade out so that the cards that do match are easy to find.
- Use the "Clear All" button to refresh the filter.
- Click the "Filter" button to collapse the filter while you evaluate the map with your search criteria.
- You can filter the map in view or edit mode.
- Click the New Team Member icon () in the left side menu.
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Click the Create New Team Member. The "Add Team Member Card" pop-up opens.
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Click Add a New Team Member. The "New Team Member" pop-up opens.
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Search for a team member, select a person from the master list, or enter a new team member. "Name" and "Short Name" are the only required fields.
Note: If a "Refresh" button is available at the bottom of the master list, then you are viewing a cached team member list. Click "Refresh" to reload the list when needed. -
Select permissions from the "Permissions" drop down list.
- (optional) Select a role.
- (optional) Select if you want to notify the person via email of being added as a team member. The email sends once the team member is saved.
- Click Save.
- Click Yes to confirm adding the team member.
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Drag the card to the place on the map that makes the most sense and draw lines to establish important relationships.
Existing team members are pulled from the Team Members section of your account or opportunity.
From the team member list
- Click the New Team Member icon () in the left side menu.
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Enter the name or title of a team member, or scroll through the team member list.
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Click the empty circle next to a team member to add the team member to the map.
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Drag the card to the place on the map that makes the most sense and draw lines to establish important relationships.
From the new team member pop-up
- Click the New Team Member icon () in the left side menu.
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Click the Create New Team Member. The "Add Team Member Card" pop-up opens.
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Select an existing team member from the "Select an Existing Team Member" drop down list.
- Click Add Existing Team Member To Map.
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Drag the card to the place on the map that makes the most sense and draw lines to establish important relationships.
Team member photos may be added after a team member is saved to the team map.
Add by browsing directories and folders
- Open an existing team member by double-clicking on a card, or selecting the card, then clicking Actions > Edit in the left side menu.
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Click the Team Member Details tab on the "Edit Team Member" pop-up.
- Click Upload New Photo.
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Select the photo you want to upload.
Note: Supported file types include: JPG, PNG, and GIF. There is no size limit. -
Click Open. The photo is added to the team member details.
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Click Save on the "Edit Team Member" pop-up.
Remove a team member photo
- Open an existing team member by double-clicking on a card, or selecting the card, then clicking Actions > Edit in the left side menu.
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Click the Team Member Details tab on the "Edit Team Member" pop-up.
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Click Remove Photo.
- Click Save on the "Edit Team Member" pop-up.
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Open the "Edit Team Member" pop-up.
- Double-click the team member card.
- Click the pencil icon in the top corner of each team member card.
- Select a card, click the Actions menu, then click Edit.
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Click through the different tabs at the top of the "Edit Team Member" pop-up, making any necessary changes.
- Click Save.
Team members cannot be permanently deleted from team maps. They are only removed from the map.
There are several ways to delete cards.
- Select one or more cards to delete, then click the "Delete" key on your keyboard.
- Select one or more cards to delete, open the Actions menu, then click Delete.
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Open the New Team Member menu, then click the blue checked circle for the team member you wish you to remove. Click Yes to the prompt to confirm the removal.
The list view displays a list of added team member cards with their card details in a table format.
Sort
Click on any column header to sort the list by descending or ascending order.
Filter
Click Filter at the top of the list view to select filter criteria. The team members that do not match your criteria are hidden in the list.
Add new
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Click New at the top of the list view while the map is in edit mode. The "Add Team Member Card" pop-up opens.
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Select if you want to add a new or existing team member.
- Existing Team Member: Select a team member from the "Select an Existing Team Member" drop down list, then click Add Existing Team Member to Map.
- New Team Member: Click Add a New Team Member.
- Enter known team member details, then click Save.
Open and edit
- Double-click a team member, or highlight a team member in the list.
- Click Open at the top of the list view while the map is in edit mode. The "Edit Team Member" pop-up opens.
- Click Save after you have finished making changes.
Delete
- Highlight a team member in the list.
- Click Delete at the top of the list view while the map is in edit mode.