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
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