Map Actions 

Map Actions allows you to  interact with the Map. Tap on the wrench icon on the bottom right of the Map to access the Map Actions.

The Lasso Tool

You can use this feature to select multiple records by drawing and circling records on the Map.

To use The Lasso Tool:

1. Tap the “Map” icon on the bottom navigation bar to open the Map view.
2. Tap on the wrench icon located at the right bottom of the Map.
3. Tap on the “Lasso” icon.
   
   
   
   
4. Draw a circle around the records you want to select.

Once the perimeter is drawn, you can:

• Add pins to a specific group.
• Create a route.
• Change pin colors.
• Bulk delete pins.

Searching for New Leads

Lead Generation allows you to search for new Companies based on keywords searches. For example: searching for ‘Hospital” will display on the map all hospitals nearby.

To access Lead Generation:

1. Tap on the “Map” icon on the bottom navigation bar to open the Map view.
2. Tap on the wrench icon located at the right bottom.
3. Tap on the “Magnifying glass” icon.
   
   
   
   
4. This will take you to our Lead Generation tool, which gives you the ability to identify new prospects and immediately pursue them as potential sales opportunities.

Note: Zoom in the map to the point where you want to search for leads.

You will be able to view company details by just tapping on a pin or sliding the bottom bar to the top for a list view, as well as selecting multiple records. To learn more about Lead Generation please visit our Lead Generation Overview page.

Drop a pin

This function allows you to drop a pin anywhere on the Map. While viewing a specific location, you can select drop a pin to create a Company or Person record at that location.

To use Drop a pin:

1. Tap the “Map” icon on the bottom navigation bar to open the Map view.
2. Tap on the wrench icon located at the right bottom.
3. Tap on the “Pin” icon.
   
   
   
   
4. Select the type of record you want to create.
   
   
   
   
5. Drop the Pin at the desired location.