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:
- Navigate to
> Marketplace > All in Zoho CRM.
- Click All Extensions, then browse for and click Map Plotter for Zoho CRM.
- Click Install.
- Agree to the Terms of Service and click Install.
- In the following page, agree to the Terms of Service and click Continue to Install.
- Select one of the following options in Choose Users/Profiles:
- Install for admin only: The extension will be installed in CRM only for users with administrator profile.
- Install for all users: The extension will be installed in CRM for all users.
- Choose profiles: The extension will be installed in CRM only for the selected users. Choose this option, click Continue, then select the relevant profiles.
- Click Confirm.
You will be redirected to the Map Plotter for Zoho CRM - Settings page. - Under Key Configuration, select the Map type.
- 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:
- To know how to obtain the Google API Key, click here.
- 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:
- Open either of the Leads, Contacts, Accounts, or Deals modules.
- Select all the records you want to locate.
- Tap the Map Plotter button on top.
- In the map that pops up, the location of all the selected records will be shown by getting their Address from Zoho CRM fields.
- 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. - Click Map All Records to filter the records based on your last visited time. You can filter the records visited in
- Last 30 days
- Last 60 days
- Last 90 days
- Custom (Specific date range)
In Custom filter, you can specify From and To date and get data on the map. - Both the filters can be used at a time.
Notes:
- Only records with Address will be pinned in the reports.
- In the Contacts module, the address considered will be th mailing address and not the billing address.
- In the Accounts module, the address considered will be the billing address and not the other address.
- 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:
- Go to Setup > Marketplace > All.
- Under All Extensions, you can view all the installed extensions.
- Browse for Map Plotter for Zoho CRM and click the corresponding Uninstall link.
- Click Ok to confirm and uninstall the extens
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