Our Lead Generation tool gives you the ability to identify new prospects and immediately pursue them as potential sales opportunities. This useful tool is available on both our web and mobile applications.
Lead Generation from Company Map View:
Navigate to Company Map View to find nearby leads.
To search for Leads:
- Click on the Lead Generation icon
- A new Navigation menu will appear at the top of the page
- From this Navigation menu, you can change your current location, enter your search keyword and save your search for future use
To change your search location for Lead Generation:
- To adjust your search location, move your current location pin on the map or type a new location in the Lead Generation intra-page Menu
- Press the “Enter” key (on your keyboard) before entering your category search to update the location
A field to adjust the radius is also available within the Lead Generation intra-page Menu.
To search for a specific industry:
- Navigate to the "Search Category" menu on the left of the Lead Generation intra-page Menu
- Enter your search terms. We suggest searching for more broad topics such as "office supply"
- After entering your search terms, radius and location, press “Enter” on your keyboard
- Pins that match the provided industry description will be displayed on the Map
You can input multiple search terms into a single Lead Generation Search. Different keywords are associated with their own (unique) colors, which allows you to easily parse your results.
To add a Lead as a Company Record:
- Click on the desired Lead pins on the Map
- The name and information will appear in a tooltip with the option to “Add”
- Click “Add” to create a new record
- Click “Save Company” to save the Lead as a Record
All of the relevant Company information such as an address, website, and phone number will be included when you add the lead as a Record.
To add multiple Leads as Company Records:
- Click “Select Multiple” and a list of the leads will appear on the right of the page
- Check the boxes of the Companies you want to add as Records
- Click “Add to Companies” to complete the process
Lead Generation from Routes:
Our Lead Generation tool is also available on the Edit Route page.
To add Leads to a Route:
- Click on "Plan" → "Routes" in the Main Navigation menu
- Navigate to the "Map View"
- Click on the Lead Generation button in the top right corner of the page
- A new intra-page Menu will appear on the top of the screen
- From this Menu, you can change your current location, enter your search keyword and save your search for future use