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Exploring CRM Data using the participant map
Jay Dawkins avatar
Written by Jay Dawkins
Updated over a week ago

When seeking to understand resident input by geography, the Participant Map and Segment Map tools can be helpful.

To access the map, navigate to the CRM and click on any segment. Alternatively, you can access the map from the Project Admin Page under the Participants tab.

On the segment screen, click the Map tab.

Here, click Toggle Clustering to view individual map locations for each participant.

You'll then see individual map points for each participant (without groups or clusters):

From here, you can click on any blue participant dot to see a listing of participants at that location:

To view other information about the participant, as well as edit their information or add an activity (such as a phone call or comment) to their profile, click Database Record. On the modal that opens, click the green Add new activity button to add the activity.

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