Note: Please note that the Map Plotter extension for Zoho CRM is available in US, EU, IN, AU, CA, and JP datacenters.

Installing 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
   

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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.
   
   

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

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 the 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

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