Maps & Visualizationbeginner6 min read

Styling

The Appearance & Styling settings allow administrators to customize howCRM records appear on the map by assigning marker icons or colours. Styling canbe applied either at the ModuleLevel, where all records within amodule share the same…

Last updated July 31, 2026

Overview

TheAppearance & Stylingsettings allow administrators to customize howCRM records appear on the map by assigning marker icons or colours. Styling canbe applied either at theModuleLevel, where all records within amodule share the same appearance, or at theCategory/Field Level,where marker styles are determined by the value of a selected CRM field.

Thesecustomization options help create a more intuitive and visually organized map,making it easier for users to identify and differentiate records at a glance.

Why it matters

Whenmultiple record types are displayed on the map, consistent marker stylingimproves visibility and reduces confusion. By assigning unique icons or coloursto modules or specific field values, users can quickly interpret map data withoutopening individual records, resulting in faster analysis and betterdecision-making.

When to use

UseAppearance & Styling when you want to:

  • Apply a consistent marker style to an entire CRM module.

  • Differentiate records based on field values such as Lead Status, Deal Stage, or Priority.

  • Improve map readability when working with multiple modules.

  • Create a standardizedvisual experience for your organization.

Prerequisites

  • Beforeconfiguring Appearance & Styling:
  • DotlyMaps must be connected to your CRM.
  • The required CRM modules must be synced.
  • You must have administrative access to DotlyMaps Settings.
  • For Category/Field Level Styling, the selected CRM field should already exist and contain valid values.

Step-by-step guide

  1. OpenSettingsin DotlyMaps.

  2. Navigate toMap Intelligence → Appearance & Markers.

  3. Select one of the available styling methods:

  4. Module Level Styling, Applies the same marker style to every record in a module.Category / Field Level Styling, Applies different marker styles based on the value of a selected CRM field.

  5. Expand the module you want to configure (such as Leads, Contacts, Accounts, or Deals).

  6. Choose theMarker Type:

  7. Icon, Select a marker icon from the available icon library.Color, Assign a colour to represent the selected module or category.

  8. Repeat the process for additional modules if required.

  9. Save your changes.

  10. Refresh or reopen the map to view the updated marker styles.

Example

ConfigureallLeadrecords to use a blue location pin, or assigndifferent marker icons based on theLeadStatusfield so that Hot, Warm, andCold leads appear with distinct markers.

Best practices

  • Use consistent icons and colours across related modules.

  • Choose colours that are easy to distinguish on the map.

  • Use Category/Field Level Styling only when additional visual differentiation is required.

  • Review styling configurations periodically as CRM fields and business processes change.

Troubleshooting

Markerchanges are not visible after saving.Refresh the map or reopen the map view toload the latest styling configuration.

Category/FieldLevel Styling is not being applied.Verify that the selected CRM field containsvalid values and that Category/Field Level Styling is enabled.

Modulestyling is not appearing as expected.Check whether Category/Field Level Stylinghas been configured, as it overrides Module Level Styling.

Unableto modify marker styles.Ensure you have the required administrativepermissions to access and edit the Appearance & Markers settings.

FAQ

Q:What is the difference between Module Level Styling and Category/Field LevelStyling?

A:Module Level Styling applies a single marker style to every record within amodule, while Category/Field Level Styling changes the marker appearance basedon the value of a selected CRM field.

Q:Can I choose between icons and colours?

A:Yes. You can configure markers using either predefined icons or colours basedon your preferred visualisation.

Q: Do these styling changes modify my CRM records?

A:No. Appearance & Styling only affects how records are displayed withinDotlyMaps. Your CRM data remains unchanged.

Q:Can I configure different styles for multiple CRM modules?

A:Yes. Each supported module can have its own marker icon or colour, allowingevery module to be visually distinguished on the map.