Search for Leads

• Tap Map in the bottom bar.

• Tap the Leads dropdown
• Tap the toggle on to Show third-party leads.
• Google leads will appear.
• Tap the toggle to turn on Google leads.
• Tap + Add Keywords and type the word or phrase you want to search for.
• Tap the box next to each keyword or phrase. A blue checkmark will appear in each box.
• Tap Apply filters.

  • Lead pins from your active keywords appear on the map.

• To convert a lead to a new company and add it to a territory:
• Tap any lead. Each lead pin shows the logo of the source it came from, like the G for Google. The pin you tap turns black, and the tag under the lead’s name says which source it’s from, like Google lead. The lead card shows insights, like fleet details or a project’s type, value, and stage. Open the full lead sheet from the card for more. A field with no data shows as not available.
  
• Tap +Add to companies 
• Fill out the New company screen
• Tap the + to Add one or more territories
• Tap the blue checkmark to save

You may also access leads by: 

• Tapping the Filter icon to open filter controls.

• Tap the toggle on to Show third-party leads.
• Google leads will appear.
• Tap the toggle to turn on Google leads.
• Tap + Keyword and type the word or phrase you want to search for.
• Tap the box next to each keyword or phrase. A blue checkmark will appear in each box.
• Tap Apply filters.

  • Lead pins from your active keywords appear on the map.

• To remove a keyword:
  • Swipe left on it and tap REMOVE or uncheck the box and tap + Add keywords to add additional words or phrases.