- Find Customers under the Contacts menu.
- Use one of the pre-defined filters that shows just the Active Customers.
- Switch to Maps view.
The addresses for each customer are marked with pins on the map. Zoom using the the buttons on screen, or your mouse cursor and wheel, to view specific areas of interest. Click on the pins to show each Customer's contact information and some sales numbers.
Map on Mobile Devices
Map Leads and Prospects
Details and Directions
- Click the magnifying glass to zoom into a close-up of their location on the map.
- Click the Directions arrow to pull up maps.google.com with the directions to the customer from your current location.
- Click the card itself to pull up the fill Customer entry, or
- Click the ... button to jump directly to the Company and view the last Appointment or Journal entered for them.
- Don't forget to add a new Appointment and/or Journal for this sales call when you make it.