The “Places” tool finds new contacts on your map by keywords. This can be anything from local coffee shops, a gas station to potential leads. The places tool is ideal for adding in pit stops into your route or as a lead generation tool to find new leads around your territory to add into your route.
To search with the places tool, you can either do a new search or a select a saved search.
If you would no longer like to save the search, click on the red “x” icon next to the Places type you would like to delete to remove it from your saved list.
Only one Places search will appear at a time on your map, this is to make sure that the pins that appear on your map are exactly what you searched and makes your map easier to read.
All Places pins that populate on your map will have information filled in to make it easy for you to qualify the prospect. You’ll see information like the Places’ address, phone number, website and hours of operation.
Adding the Places to your accounts list is easy, click on the “Add to Accounts” button to save it into your map and accounts list. By saving it to your accounts list, you can make check-ins, write notes, and add it to your route at any time. This will ensure that you can keep track of this pin and won’t have to search for it again with the Places tool.
We highly recommend that you add the place that you would like to visit to your Accounts list before adding it to a route. This makes it easy for you to take notes, record check-ins or change any fields on that account while you’re in the field. This keeps your information about your leads always up to date.
When you find a lead with the Places tool that you’d like to add as a prospect, you can add that Place and an Account. If you have a filter that denotes the status of that account (ex. Cold Lead, Warm Lead, Hot Lead, Customer, etc.), you can change this account field for the newly added account to its correct status.
Use this method to stay organized, know exactly who you’re meeting, and record the source of your leads.
See a full overview of the Places Tool and how to search for leads near you in the video below!
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