Results (Map and table features)

Results (Map and table features)

When you have entered the required search criteria (or clicked into a saved search), the results will appear on the map:



To view the map only (after the search criteria have been entered), select the 'Results Only' button in the top left-hand side to minimize the search section:





To bring the search filters back in view, simply click the 'Results & Filters' button that is now in the place where the 'Results Only' button was.

To view a snapshot of the Project/Company details, click on one of the pins. If you want to see more details select 'View Project':





To exit the record back to the map, click the red 'X' in the top left-hand corner.

List View

To use the list view, select the 'List' button in the top left-hand corner:



The list view will allow you to see the map and a snapshot of information about the related Project/Company.
When you hover over a project/company in the list, the related pin on the map will begin to bounce so you can clearly identify where it is:



There are two methods of seeing more information from a list view. Either click on the relevant pin and then 'View project', or simply click on the relevant Project/Company in the List:



To exit from the record back to the list view, click the red 'X' in the top left-hand corner.
To remove the list view, simply click the 'List' button again.

Table View

To use the table view, select the 'Table View' button in the top left-hand corner:





From this table view, you will be able to further sort, filter, and search on your data. To view the details of one of the items on the list, simply double-click into one of the records:



To exit back to the table, click the red 'X' in the top left-hand corner.
To remove the Table View, simply click the 'Map View' button in the top left-hand corner.

For information on how to convert Projects/Companies to Deals/Accounts, please see the articles 'Projects and converting to Deals'/'Companies and converting to Accounts'.

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