Map Visualization
Related Records
As the name suggests, Related Records helps you see all the records associated to one particular account or lead or contact. (Depending on the module you have chosen). Picture this. In your CRM account, you have entered lots of details about various ...
Mass Update
Mass update helps you change the field value of a record in a Zoho CRM module by selecting it and entering the new field value, helping you update the field value based on location context. Select the records you want to mass update in the list view ...
Change Owner
Change owner helps you select records in an area and assign those leads, accounts, service requests, etc. to a user. This will update the record owner in Zoho CRM. Select the records you want to change owner in the list view or using the lasso tool. ...
Layout Customization
Layout customization helps you personalize the fields that are shown across RouteIQ's list view, record pop-up and map pin. This is a user level feature. Each user has to customize the layout based on their needs. The customization made here will ...
Color Views
The Color View allows users to visualize their CRM data on a map as different colored pins based on the criteria they apply. This feature is useful for organizing and identifying different types of records based on specific characteristics. Feature ...
Non-Mappable Records
A non-mappable record is a record whose address cannot be located on the map. Viewing Non-mappable records Click on Non-mappable link to view more details about them. There are 4 reasons why the records are non-mappable and its corresponding action. ...
Map View button in Zoho CRM list view
The Map View option in Zoho CRM brings RouteIQ to a more contextual location, within the module list view in Zoho CRM using which you can view your records on a map and create routes to visit them. Note: The the Zoho CRM module or view which you ...
Explore
Explore enables you to simultaneously visualize records from multiple Zoho CRM modules spread across an area. Accessing Explore Hover over the current module. Click the dropdown button. Click Explore to view records from the selected modules. ...
Selecting Records
There are a few different ways to select pins/records in RouteIQ Selecting from List View Selecting using Lasso Selecting all pins Selecting from List View Click on the checkboxes beside the records from the list view. You can create a new route with ...
Visualizing Zoho CRM modules and views
Map visualization provides a visual alternative to a simple list view for your Zoho CRM Modules and Views. It enables you to visualize your CRM data on an interactive map and filter them based on specific criteria. Modules There are two types of ...
Advanced Filters
Near Me The Near Me feature enables you to find prospects within a chosen radius. You can either choose your current location or a location on the map as the center. Note: The near me filter remains applied while changing views as well. Limitation: ...