Lead Finder Overview

Our Lead Generation tool gives you the ability to identify new prospects and immediately pursue them as potential sales opportunities. This helpful tool is available on both our web and mobile applications.

The two main ways to access Lead Generation are via the Map and Routes

To access Lead Generation from the Map:

1. Navigate to the Map View by selecting "Map" from the Navigation Menu
2. Click the "Lead Finder" button in the top right corner of the screen

To access Lead Generation from Routes:

1. Navigate to Routes by selecting "Plan" > "Route" from the Navigation Menu
2. Toggle to Map View in the top center of your screen
3. Click the "Find Leads" button in the top right corner of the screen

This section explains how to:

• Find Leads
• Add Leads to Your Records

Click Here to read about Lead Gen on Mobile.  

Click Here to watch a video tutorial on Lead Gen.