To access the map view on the App, click on the tracking folder located in the bottom right corner of the app. The tracking folder provides a list of all the leads in your pipeline.
Fig 1. Access the map view
When accessing the Map View, you will notice a grey circle on the map, denoting your current location. This circle serves as a reference point, allowing you to visualize leads in relation to your proximity.
Fig 2. Viewing your leads
The leads displayed on the Map View are colour-coded based on their respective stages. To access more information on a lead, click on a pin to open up a detailed view of the lead providing additional information relevant to the lead, such as contact details, notes, progress updates, or any other pertinent information.
In addition, you can also click on the "Near Me" bar to view a list format displaying all the leads in the surrounding area.
Fig 3. Leads list "near me."
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.