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Filter companies on the map

Learn how to filter companies on the map. 

  • Open the Voze Pro app.
  • Tap Map in the bottom bar.
  • To select filters, tap the filter icon or tap the dropdowns for All companies, All notes, or Leads.  
  • On the main Filters page, pick the filters you want to apply. You can:
    • Tap the Show only my companies toggle to display only the accounts assigned to you.
    • Tap the Show 3rd party leads toggle. Toggle the applicable lead categories, such as Google or other third-party paid integration services, to pull in outside leads. To learn how, see Add lead keywords to find prospects.
    • Under Days since last note, tap an option to filter by the desired timeframe. 
    • If your company is utilizing Company labels, tap each label you want. Selected labels stay highlighted. The map then shows only companies with the labels you selected.   
  • Tap Apply filters to update the map. Only companies that match your filters will show as pins. When third-party leads are on, their pins are orange and show the logo of the source each lead came from, like the G for Google.
  • To remove filters:
    • Tap the filter icon
    • Tap Clear all to reset the filters
    • Tap Apply filters

🔥 Hot tip: Between appointments, set Days since last note to 90 days or more. Accounts you haven't contacted in a while will drop onto the map, turning your map into a built-in to-do list.