In the Maps section of Reports, you can see various reports that show you where your leads are on a map based on the selected criteria.
The Maps reports are as follows:
- Open Cases
- Closed Cases
- All Leads
- Lost Leads
- Signed Leads
- Referred Leads
In this article we will be discussing the All Leads map.
When opening the All Leads report, you will see a map that displays from Google. This map will show all leads within the selected time frame. You can change the time window by clicking the Views drop-down menu. You may also sort by Office by clicking the Office drop-down button next to Views.
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.