Smart Maps - Find Clients and Leads on the Map

When you purchase the Smart Maps subscription, it will enable a map on the client and lead lists respectively. This will allow you to 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.

  1. Go to CRM > Clients or CRM > Leads
  2. Apply filters to refine your search, if desired.
  3. Click Show Map at the top right.

The map console will display pins for all the clients or leads on the current page. Selection will not affect the pins displayed.

The map marker colors indicate the status of the account:

  • Blue - current clients
  • Green - current leads
  • Red - former clients and closed leads


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