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Customer Map

Where can I see my customers on a map?

Updated over 3 weeks ago

Main Menu > Profile > Customer Map

This tool is designed to help you make better use of your time. It also makes your efforts more efficient.

This feature allows you to:

  • Schedule your day according to customer location with the radius slider to minimize wasted travel time.

  • ​Create meetings with customers right from the map by left-clicking on their respective pins.

  • ​Check which clients or prospects appear in a specific area.

  • ​See potential prospects that have not been added yet, using the Google Maps Business API. In other words, you can see companies that have a presence on Google close to where you may already have customers.

  • ​Use Street View to take a ground-level look at the business or road, to ensure you don't get lost and find the correct entrance.

RED pin represents where you are.

​BLUE pins with GREY hooks are your prospects.

​BLUE pins with ORANGE fish are your clients.

Tip:

Left-click on a pin to create an event with a customer.

Right-click on a pin to open Google Maps in a new tab.

Click on the customer's name in blue to open their customer profile.

To read about the customer map on the app, click on the link below:


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