When you purchase the Smart Maps subscription, it will enable a map on the client and lead lists respectively. This way, you can see where your clients are to aid in scheduling and routing. You can also easily target new leads by seeing where your client population is not yet too dense.
To see map markers for the client or lead list, follow these steps.
- Go to CRM > Clients or CRM > Leads.
- Apply filters to refine your search, if desired.
- Click Show Map at the top right.
The map console will display pins for all the records in the table. Records do not need to be checked in the table to appear as pins on the map.
The map marker colors indicate the status of the account:
- Blue - current clients
- Green - current leads
- Red - former clients and closed leads
Currently, the map function on the client and lead lists only exists on the V2 version of those screens. It is planned functionality for V3.