Find Leads

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:

1. Tap “Find Leads” on the Home screen
2. A new search bar will appear at the top of the screen above the Map
3. 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:

1. To adjust your search location, move your current location pin to a new region on the map
2. Once you’ve moved to your desired location, type in a keyword to generate leads

To find Leads by keywords:

1. Navigate to the "Search keywords" menu at the top of the map. We suggest searching for more broad keywords such as “restaurant”
2. Enter your keyword into the search menu and tap the return key on your phone keypad
3. 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:

1. Click on "Routes” on the main navigation menu
2. Select a saved Route
3. Tap on the Find Leads button towards the top of the screen
4. A new search bar will appear on the top of the screen
5. From this search bar, you can enter your search keyword and save your search for future use

To add Leads to a Route:

1. From the Lead Generation search bar, you can enter your search keyword and save your search for future use
2. Tap a pin to view a pop-up with the lead’s address and an option to “+ Add to Route”
3. Tap “+ Add to Route” to add the Company to a Route