As the head of the team, you need to manage leads, upcoming appointments, or marketing campaigns for your team members. If you have plotted the lead entity records on the map and want to manage an individual lead record, you can perform many actions using its “Tooltip Card” (quick action card).
To enable the ‘Tooltip Card’ in MappyField 365, you must configure the Tooltip attribute from the Entity Mappings of MappyField 365. After configuration, the quick action button or ‘Tooltip Card’ is just a click away! This tooltip will help you perform numerous actions, saving both your time and the sales rep’s time when managing records.
Follow the steps below to perform quick actions from the Tooltip Card:
1. Plot the records on the map.
2. Enable the entity records’ label to find the required record.
3. Open the tooltip by clicking on a specific record.
4. Perform various actions as needed.
Step 1: Navigate to MappyField 365 Select “MappyField 365” from the Dynamics 365 dashboard or app list in the header.
Step 2: Plot the records on the map
Select the ‘Entity’ and its ‘View’ to plot the records on the map. In this case, three entities have been selected: Accounts, Contacts, and Leads, to plot the records.
After selecting the entity (or entities), click on the Search button to plot all the records of the selected entities on the map.
From the left side of the map, you will find ‘Advanced Options’ to manage the records displayed on the map.
Step 3: Search the record by enabling the labels By clicking on the first option, “Layer Card,” you will see the details of the entities plotted on the map.
You can enable or disable the records of any entity on the map, and you can show or hide the labels (names) of any entity’s records.
By enabling the record labels of any specific entity, you can search for your required records. Here, the labels of the ‘Lead’ entity records are displayed.
Step 4: Click on one pushpin (record) on which you would like to perform an action.
Once you find your record on the map, clicking on any specific record (pin) will display a tooltip slider from the right side. The tooltip contains details related to that record, which were configured from the backend (Entity Mappings → Tooltip attribute).
From the tooltip, you can perform various actions on the selected record.
Step 5: Perform different actions
You can manage and perform different actions for the selected record from this tooltip card.
Note: The quick actions available in the tooltip card of the selected records are based on the tooltip attribution in the Entity mappings. Different entities may have different quick actions.
Record’s Title: By clicking on the title, the record will open in the CRM
Directions: You can set the record’s address as the ‘origin’ or ‘destination.’
Add to Origin: By clicking this option, the selected record will be added as the ‘Origin.’
Add to Destination: By clicking this option, the selected record will be added as the ‘Destination.’
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When you click on ‘Add to Origin,’ you will be directed to the ‘Routes’ tab, where you can see the record’s address added to the Origin. If you have selected ‘Destination,’ the address will be added to the Destination.
On the map, the ‘Starting Point’ will be designated as “A,” with the address of that record displayed. You can send the email, assign the owner, and add it to the marketing list.
Send Email: You can email the selected record directly by choosing an Email Template from the list and sending the email.
Assign Owner: Click on the “Assign Owner” option to assign the selected record to a specific user or team. Select the user from the CRM user list to whom you want to assign this record.
Add to Marketing List: You can add any record to a specific marketing list by clicking on “Add to Marketing List” and selecting either “Add to an existing list” or “Add to a new list.”
- Proximity Search: You can search for records that are located within the defined proximity of a specific record.
- Point of Interest: You can explore nearby places, such as hospitals, pharmacies, hotels, restaurants, etc.
- Create New Activity: You can create a new activity, such as an appointment or a task.
- Delete Record: You can delete the record by clicking this button.
- Run On-Demand Workflow: Click this button to select a workflow from the popup, then click ‘Execute’ to run the workflow in the background.
- Add/View Note: Click this button to add or view notes associated with this record.
By using quick actions (Tooltip card), you won’t need to manually navigate the menu for a specific action or change in the CRM each time. Simply configure the tooltip attribute and display the action in the tooltip card to manage current activities for a specific record on the map.
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