Potential Map View
It would be extremely helpful if the mobile app showed all accounts with open potentials in map view. You can do it for Leads, Contacts and Accounts but there is no way to do it based on account or contacts with current open potentials. Can you add this or show me a work around on how to do it?
Topic Participants
RB Sistek
zohomobilesupport
Sticky Posts
Tip #3: Use Check-in to geo-tag your client visits instantly
Hello everyone!We are back with a new tip for this week. In case you missed our previous tip on layout based conversion mapping, you can read about it here. This week's tip goes out to all the sales reps and sales managers out there. Tip #3: Use Check-in to geo-tag your client visits instantly Done with your client visit? Yay! But wait, here comes your next bit of boring yet important things that you do: Call your sales manager and inform him/her that you are done with the meeting. Create/update