Leads Map

The Leads Map report shows you  where your leads are on a map based on selected criteria.

To find the Leads Map report, select Reports from the left side menu. Click the All Reports tab, and then search “Leads Map.” You can also find the report by scrolling to the Leads section. Click on the report to open it.

When opening the All Leads report, you will see a map that displays all leads within the filtered time frame. In the Filters section, select your desired filters for lead status, time frame, case type, and more. The date range can also be altered using the Date Range dropdown.

Each pin on the map represents a lead. The colors of the pins represent the status of each lead.

• Green - Signed Up / Closed
• Grey - Referred / Rejected
• Orange - Lost
• Yellow - Unresolved

When you scroll down, you can see all visible leads on the map in a list. From here you can filter sort by a specific criteria by clicking a column heading. You may also filter down based on any keyword by typing in the filter box. Clicking the Excel button will export the list into a spreadsheet.

Lastly, clicking the View button next to each lead will take you to the lead details on the lead.