Leads Map

Updated September 5, 2024

Overview

The user can find all the current leads on the Leads Map. To access this submodule, navigate to Leads → Leads Map.

It helps the estimators to see how far/near the leads are and which of the leads they should estimate based on the locations.

The buttons in the upper left corner of the map can be used to change its view from a map to a satellite image.

All leads will be displayed as pins on the map. The number on a lead pin indicates how many days the lead exists in the system.

To see more additional information about a particular lead on the map, click on it with the left mouse button and a pop-up window appears.
The left side of the window contains:

  • Lead name;

  • Lead №;

  • The person assigned to the lead;

  • Date of creation;

  • Address of the lead;

  • Services required.

The right side of the window contains:

  1. Lead type;
  2. Ability to send an SMS;
  3. Communication method (call, SMS, or email);
  4. Select an estimator;
  5. Option to create a new estimate;
  6. Lead status;
  7. Option to create a new task.

The SMS blue button allows sending the SMS directly to the client, using the corresponding template.
The button on the right allows the user to choose the method of communication with the client. It can be an Email, SMS, or Call option.

An example of SMS template:

Changing the status of the lead by selecting the current status from the drop-down menu is available by the option shown on the screenshot below.

Filter

A red button in the upper right corner provides access to the map filters.

These filters can be used to select the objects displayed on the map.

  • In the Show on Map section, the user can choose to see Leads, Tasks, and/or GPS Tracking pins on the map.

  • In the Lead Filters section, the user can filter the pins on the map based on:
    • Lead Priority;

    • Assignee;

The option allows users to filter information based on the assigned lead and to view separately those who are not assigned to anyone.


    • Services, Products and/or Bundles.

The option filtering the data by services, products, and bundles as well.

  • With Task Filter, users can sort leads based on the person Assigned to the tasks, Category, and Date for filtering.

Multi-Pin Actions

With this feature, the user can:

  • Quickly assign an Estimator to multiple Leads;
  • Quickly create Tasks for multiple Leads and assign an Estimator to them.

To use this function, the user needs to press and hold the CTRL key (Command for macOS) and left-click on the required pins on the map (maximum 23). The selected pins will change their color. The Assign or Schedule button will appear in the bottom right corner. The number on this button indicates the number of selected pins.

Assign leads

Clicking the Assign or Schedule button will give the user the choice to assign leads to an Estimator or create appointment Tasks for the selected lead. To assign an Estimator to the selected pins, on the Assign leads section, select Estimator and click on the Assign * leads button (the number will indicate the number of selected pins).

Schedule appointments (create Tasks)

To schedule appointment Tasks, the user needs to select the Schedule appointments section. In this window, the user needs to specify the Estimator for which Tasks will be created and the day and time range in which Tasks will be created.

After clicking the Schedule * Leads button (the number will indicate the number of selected pins), the selected Leads will have the assigned Estimator. All created Tasks will be displayed on the map, they will also be recorded in the Office Schedule. Tasks are created with an optimized path to follow.

Please note to click the Schedule * Leads button just once and wait until the pop-up window will close and the appropriate notification will be displayed on the screen.

The duration of the Task is specified in the Company Management → Appointment task length (minutes) settings.

Please note that the travel time will also be included at this time.