Question 1

How does the territory map work in CaseTrack Pro?

Accepted Answer

CaseTrack Pro stores latitude and longitude on each hospital account record. When you open the Territory Map view, every geocoded account appears as a color-coded pin on an interactive map. Pin color reflects engagement level — high, medium, or low — so you can see your coverage at a glance without opening individual records.

Question 2

Do I need to enter coordinates manually for each account?

Accepted Answer

No. CaseTrack Pro geocodes accounts automatically from their address when you create or import them. On Basic, Pro, and Enterprise, you can also import accounts from CSV with address data and geocoding happens in bulk. The map populates as soon as geocoding completes — no manual lat/lng entry required.

Question 3

Can reps see the territory map on mobile?

Accepted Answer

Yes. The territory map is fully mobile-responsive. Reps can open it on their phone between hospital visits, tap any pin to open the account drawer, and see their full territory without switching to a desktop. The map works on mobile Safari and Chrome.

Question 4

What happens when I tap or click an account pin?

Accepted Answer

Tapping a pin opens the full account drawer inline — including the account name, address, contact list, engagement level, open CRM tasks, and last-contact date. You can log a call, add a task, or navigate to the full account record directly from the map without any additional navigation.

Question 5

Can I filter the map by engagement level or rep territory?

Accepted Answer

Yes. The territory map supports filtering by engagement level so you can focus on high-value accounts, warm accounts that need follow-up, or cold accounts to prioritize prospecting. Role-based access control ensures reps only see the accounts within their assigned scope.

Question 6

Which plans include Territory Map?

Accepted Answer

Territory Map is included on Pro and Enterprise when the map feature is enabled. Account visibility follows CRM permissions.