Maps & Visualizationbeginner7 min read

Markers

Appearance and Markers settings in DotlyMaps allow users to customize how CRM records are visually represented on the map. Located under the Map Intelligence section, the Appearance and Markers tab provides flexible marker styling options…

Last updated August 13, 2026

Overview

Appearance and Markers settings in DotlyMaps allow users to customize how CRM records are visually represented on the map. Located under the Map Intelligence section, the Appearance and Markers tab provides flexible marker styling options to improve map readability and data visualization.

Users can customize markers using two styling methods:

These options help teams quickly identify record categories, statuses, priorities, or business segments directly from the map.

  • Module Level Styling - Apply a single marker style to all records of a CRM module.

  • Field Level Styling - Apply different marker styles based on specific field values within a module.

Why It Matters

Marker customization improves map-based decision-making by turning location data into easily recognizable visual insights.

With Appearance and Markers, users can:

  • Quickly identify different CRM record types on the map.

  • Highlight important categories, statuses, or priorities.

  • Improve map readability with customized icons and colors.

  • Analyze patterns without opening individual records.

  • Make faster decisions using visual geographic indicators.

When to Use

Marker styling is useful when teams need to differentiate records visually, such as:

  • Separating Leads, Accounts, and Deals on the map.

  • Highlighting high-value customers or opportunities.

  • Identifying records based on sales stages.

  • Displaying priority accounts or service requests.

  • Tracking different customer segments geographically.

Prerequisites

  • CRM modules must be synchronized with DotlyMaps.
  • Records should contain valid location information.
  • Users must have permission to access Map Intelligence settings.
  • Required CRM fields should be available for field-level styling.

Step-by-Step Guide

  1. Open DotlyMaps.

  2. Navigate to Settings.

  3. Go to the Map Intelligence section.

  4. Open the Appearance and Markers tab.

  5. Select the required CRM module to configure marker styles.

1. Module Level Styling

Module Level Styling allows users to apply a single marker design to all records belonging to a specific CRM module.

How it works:

  • Select the CRM module you want to customize.

  • Choose the marker icon, style, or appearance settings.

  • Save the configuration.

  • The selected marker style will be applied to all records of that module.

Example:

A company can configure all Accounts to appear with a specific icon, making customer locations easily recognizable across the map.

2. Field Level Styling

Field Level Styling allows users to create dynamic marker styles based on specific CRM field values. Different records within the same module can display different markers depending on their data.

How it works:

  • Select the CRM module.

  • Choose the field that will control marker appearance.

  • Define marker styles for different field values.

  • Save the configuration.

  • DotlyMaps automatically applies the appropriate marker based on record data.

Example:

A sales team can style Deals based on their stage using different marker colors:

This allows users to quickly identify sales progress and deal status visually on the map without opening individual records.

  • Closed Won → Green marker to represent successful deals.

  • Negotiation → Orange marker to highlight active discussions.

  • New Opportunity → Blue marker to indicate new sales opportunities.

Example

A sales manager configures Account markers by region using field-level styling. Each region displays a different marker, helping the team understand customer distribution and plan visits efficiently.

Best Practices

  • Use module styling for simple record identification.

  • Use field styling for deeper data analysis.

  • Select clear and meaningful marker icons.

  • Keep styling rules consistent across teams.

Troubleshooting

Markers are not changing: Verify that the styling configuration is saved correctly.

Field-based markers are not applied: Check if the selected field contains matching values.

Records show default markers: Ensure the module and field settings are enabled.

Markers are difficult to identify: Use distinct icons or styles for different categories.

FAQ

What is the difference between Module Level and Field Level Styling?

Module Level Styling applies one marker style to all records in a module, while Field Level Styling changes markers based on specific field values.

Can different records in the same module have different markers?

Yes, Field Level Styling allows records within the same module to display different markers based on their data.

Which CRM modules support marker styling?

Any mapped CRM module available in DotlyMaps can be configured with marker styling.

Can marker styles be updated later?

Yes, users can modify Appearance and Markers settings anytime based on changing business requirements.