Map Plotter for Zoho CRM | Online Help - Zoho CRM

Map Plotter for Zoho CRM

Using Google Maps or Bing Map, the Map Plotter extension for Zoho CRM uses geo-location information and helps you locate your leads and contacts in Zoho CRM. You can plot the leads either by area or by last visit date or both, and allocate them to your sales teams. With this extension, you can locate leads on maps, manage campaigns by geographical area, and gain critical insights into your business performance.

Installing the extension

The extension can be installed either for Zoho Marketplace or from your Zoho CRM account. To install the extension:
  1. Navigate to  > Marketplace > All in Zoho CRM.
  2. Click All Extensions, then browse for and click Map Plotter for Zoho CRM.
  3. Click Install.
  4. Agree to the Terms of Service and click Install.
  5. In the following page, agree to the Terms of Service and click Continue to Install.

  6. Select one of the following options in Choose Users/Profiles:
    1. Install for admin only: The extension will be installed in CRM only for users with administrator profile.
    2. Install for all users: The extension will be installed in CRM for all users.
    3. Choose profiles: The extension will be installed in CRM only for the selected users. Choose this option, click Continue, then select the relevant profiles.

  7. Click Confirm.
    You will be redirected to the Map Plotter for Zoho CRM - Settings page.
  8. Under Key Configuration, select the Map type.
  9. Enter the API Key, and click Save.

Once installed, the extension can be accessed from the Leads, Contacts, Accounts, and Deals modules of the Zoho CRM.
Notes:
  1. To know how to obtain the Google API Key, click here.
  2. To know how to obtain the Bing API Key, click here.

Locating from Zoho CRM

You can locate multiple records simultaneously from your Zoho CRM using this extension. The records can be from the Leads, Contacts, Accounts, and Deals modules. Also, you can locate the records based on either by area or by last visit date or both.

To locate a record:
  1. Open either of the Leads, Contacts, Accounts, or Deals modules.
  2. Select all the records you want to locate.
  3. Tap the Map Plotter button on top.

  4. In the map that pops up, the location of all the selected records will be shown by getting their Address from Zoho CRM fields.
  5. Click Map by Area to filter the records based on a specific area.
    The areas available in the addresses of all the records selected will be listed.

  6. Click Map All Records to filter the records based on your last visited time. You can filter the records visited in
    1. Last 30 days
    2. Last 60 days
    3. Last 90 days
    4. Custom (Specific date range)
      In Custom filter, you can specify From and To date and get data on the map.



  7. Both the filters can be used at a time.
Notes:
  1. Only records with Address will be pinned in the reports.
  2. In the Contacts module, the address considered will be th mailing address and not the billing address.
  3. In the Accounts module, the address considered will be the billing address and not the other address.
  4. In the Deals module, the address considered will be the billing address associated with the account tagged to the deal.

Uninstalling the extension

To uninstall the extension:
  1. Go to Setup > Marketplace > All.
  2. Under All Extensions, you can view all the installed extensions.
  3. Browse for Map Plotter for Zoho CRM and click the corresponding Uninstall link.
  4. Click Ok to confirm and uninstall the extens

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Territory Management - An Overview

                                                                                                    What is a Territory? A territory is the demarcation of the sales force structure by which customers accounts are grouped and shared with the sales people of an organization. Territories can be based on various factors such as geography, industry, ...
                                                                                                  • FAQs: Leads Management

                                                                                                    What are Leads? Leads are the unqualified contacts or sales opportunities in your business. They are the raw details gathered about individuals or representatives of organizations collected from trade shows, seminars, advertisements and other ...
                                                                                                  • Forecasts Based on Territory Hierarchy

                                                                                                    Forecast based on territory By default, forecasts in Zoho CRM are based on role hierarchy. However, if you enable territory management forecasts will be based on territory hierarchy. Territory Management in Zoho CRM is a system by which customer ...
                                                                                                  • Zoho CRM for Google Ads

                                                                                                    Google Ads is a powerful online advertising program designed to help you reach new customers and increase sales for your business through ads on Google Search and across Google's network of partner websites. By helping you drive more traffic to your ...
                                                                                                  • Commission Management for Zoho CRM

                                                                                                    The Commission Management extension for Zoho CRM will calculate the commission amount for salespeople in Zoho CRM automatically. The extension calculates the commission amount based on each user's personalized commission plan settings whenever a deal ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources