Customer Map

Where can I see my Clients & Prospects on a map?

Updated over a week 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:

  1. Schedule your day according to client location with the Radius Slider, to minimize wasted travel time.

  2. Create meetings with Prospects and Clients right from your Client Map by clicking on their pin.

  3. Check which clients or prospects appear in a specific area.

  4. See potential prospects that have not been added yet, using the Google Maps businesses API. In other words, you can see companies who have a presence on Google in relation to where you may already have prospects or clients.

  5. 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.

The RED pin represents where you are.
BLUE pins with GREY hooks are your Prospects
BLUE pins with ORANGE fish are your Clients.
By pressing on a pin your GPS will open and direct you to that Client or Prospect.

Tip:

Left-click on a pin to open Google Maps in a new tab.
Right-click on a pin to open the Client Details page, in a new tab.

Did this answer your question?