Location and Maps
Locate People Near You
Using Google Maps in your Android device, you can find Leads, Contacts and Accounts a few miles around your current location as well as a custom location.
- Go to the module (Leads, Accounts, Contacts, etc.).
- Against the selected List View click the
(Map) icon .
All the Leads/Contacts/Accounts near your location will be pinned on the map. - Add Custom location to view Leads/Contacts/Accounts in and around that particular location.
- The Location Service settings should be switched on to use this feature.
- Only the contacts within the specified radius will be located in the map. The default radius is 10 kilometers for both your current location and custom location. You can change this radius as required.
- There are two colour pins - Red pin
is for single lead/contact/account and Violet pin 
is for multiple lead/contacts/accounts in the same location. - You can tap on the pin for more details on the lead/contact/account.
- When you tap on the pin and then the
(information) icon, you can view the records details and other options such as Call Lead/Contact/Account, Send email, Delete record, etc. These options will be available based on the details in the record.
Check-in to a location
- Go to Leads/Contacts/Accounts modules.
- Tap the
(Check-in) icon to create a check-in. - If there is already an event associated to the contact, the exisiting event(s) show up.
Select an event. The check-in is associated as a note for the event. - If there is no event, the app prompts you to create a new event for the check-in
Create a new event and associate the check-in to the event.
View Map
- Go to the module (Leads, Accounts, Contacts, etc.).
- Tap a record whose address you want to view in Google Maps.
- In the Record Details page, tap the
(Map) icon. - Tap the address location that you want to see (Mailing Address, Billing Address, etc.).
- The selected address will open in Google Maps.
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