Our mobile app lets you search for Leads from the Home screen or while on a Route. To learn how to add Leads as Company Records, please refer to this article.
To search for Leads from the Home screen:
- Tap “Find Leads” on the Home screen
- A new search bar will appear at the top of the screen above the Map
- From this search bar, you can 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 to a new region on the map
- Once you’ve moved to your desired location, type in a keyword to generate leads
To find Leads by keywords:
- Navigate to the "Search keywords" menu at the top of the map. We suggest searching for more broad keywords such as “restaurant”
- Enter your keyword into the search menu and tap the return key on your phone keypad
- The map will become populated with pins matching your search criteria
You can input multiple keywords into a single search. Different keywords are associated with their own unique color to allow you to easily differentiate your results.
Lead Generation from a Route:
Leads added to Routes are automatically saved as Company Records.
To navigate to Lead Generation in Routes:
- Click on "Routes” on the main navigation menu
- Select a saved Route
- Tap on the Find Leads button towards the top of the screen
- A new search bar will appear on the top of the screen
- From this search bar, you can enter your search keyword and save your search for future use
To add Leads to a Route:
- From the Lead Generation search bar, you can enter your search keyword and save your search for future use
- Tap a pin to view a pop-up with the lead’s address and an option to “+ Add to Route”
- Tap “+ Add to Route” to add the Company to a Route
Comments
0 comments
Please sign in to leave a comment.