Utilizing the 'Map View' feature is an excellent strategy to effectively plan your day in the field, enabling you to visit prospects and customers with ease and efficiency.
Step 1:
To access the Map View on the App. Click on the 'Track' folder.
Step 2:
- Switch to 'Map View' by selecting it in the top-right corner. To return to 'List View,' click on the bullet points.
- In Map View, you can zoom in and out to explore the area and see all your leads in the Pipeline, colour-coded by their current stage.
- Swipe up from the bottom to view a list of nearby leads.
Step 3:
To view more details about a lead, click on a pin to open a detailed view. This will display additional information, including contact details, notes, progress updates, and other relevant details about the lead.