Prospect on the Map
Territory view for nearby plans — filters, not natural-language search.
Map shows plans geographically so you can work a territory or trip. It uses the same plan drawer as Matched and All Plans.
- Open Map from the sidebar.
- Pan and zoom to your area (home city from Profile helps orientation when set).
- Apply filters (state, max participants, max assets, advisor, and related controls) to narrow pins.
- Click a plan to open the drawer — Enrich, Find contacts, and Pipeline work the same as elsewhere.
- There is no natural-language map search — use filters and zoom instead.
- Map is not part of the product tour yet; this guide is the reference for that surface.