Add Leads to Your Records

To add a Lead as a Company Record:

1. Click on the desired Lead pins on the Map
2. The name and information will appear in a tooltip with the option to “Add”
3. Click “Add” to create a new record
4. 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:

1. Click “Select Multiple” and a list of the leads will appear on the right of the page
2. Check the boxes of the Companies you want to add as Records
3. Click “Add to Companies” to complete the process

To add Leads to a Route:

1. Click on "Plan" > "Routes" in the Main Navigation menu
2. Navigate to the "Map View"
3. Click on the Lead Generation button in the top right corner of the page
4. A new intra-page Menu will appear on the top of the screen
5. From this Menu, you can change your current location, enter your search keyword and save your search for future use