Getting Started

Since you’ve just installed the app, your backfill process will already be running.

By my estimates, this should take about 30 minutes per 1,000 contacts that are in your location.

Here are some things you may want to do after installing:

• ¶ Embed the map on your locations’ sidebar
• ¶ Embed the map in your locations’ dashboard
• ¶ Learn about filtering by pipeline and stage
• ¶ Familiarize yourself with the legend colors

Backfill Delay

Once you install the app, your data will begin filling in.

This process can take a while, as it needs to iterate through every single contact within each location, and populate the data.

I’ve seen this process take about 30 minutes on a location with 1,000 contacts, so just prepare to wait the respective amount of time for all of your contacts to appear on the map.

After the backfill is complete, all other updates should be processed in real-time.

Embed on Sidebar

You can easily embed the map to be shown on the sidebar in your location like the image below.

To do this, you’ll need access as the agency owner to do the following:

1. Switch to Agency View if you haven’t already
2. Head to Settings in the bottom left
3. Click on Custom Menu Links in the left-side menu
4. Click on the blue Create New button at the top right
5. Choose an icon and title for the link
6. Paste the following into the URL field
Copy

https://use.streamlined.so/interfaces/public/mapper/{{location.id}}

7. Leave When Clicked as default

8. Select only “Sub-Account’s sidebar” as the Sidebar Preference

9. Select which accounts you’d like to have the link (maybe the ones where you installed the app?)
10. Select the role(s) you want to be able to view the sidebar item
11. Finally, hit Save

Embed on Dashboard

You can also embed the map as a widget on one of your dashboards as shown in the image below.

To do this, it’s actually very simple.

If you’d like for all of your locations to share this map on a custom dashboard, you can follow the instructions in How to duplicate a workflow to all sub-accounts, but add the dashboard to the snapshot instead of a workflow.

Here are the instructions for setting it up:

1. Head to the Dashboard section on the sidebar from within a location
2. Click on the pencil icon in the top right to edit the dashboard
3. Click on the blue Add Widget button at the top right
4. Select Elements from the Widgets, Elements, and Themes options
5. Select the Embed option from the list of elements
6. Add a title, and note you can hide this title under Advanced Settings
7. Leave the Type as URL, and paste this into the URL field:
Copy

https://use.streamlined.so/interfaces/public/mapper/{{location.id}}

8. Once you press save, your dashboard should look something like this:

9. You may want to resize the new element so that it’s more usable, like in the image above
10. Now you can hit the Save Changes button at the top to close the editor, and the map will be interactive

Filter by Pipeline & Stage

This map allows you to filter contacts by their opportunity pipeline (and stage).

At the top left you can “Select a pipeline” which will filter all of the contacts on the map to only those with an opportunity in the pipeline you selected.

After you’ve selected a pipeline, you can also “Select a stage” which will filter all of the contacts on the map to only those with an opportunity in the stage you selected.

The “x” icon to the right of these dropdowns will appear after you’ve made a selection, and clears the filters.

On mobile (or any smaller viewport), you’ll need to scroll across the top to reveal the added elements.

Legend Color Details

Frequent Questions