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Maps in Vtiger CRM Mobile App
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Maps in Vtiger CRM mobile app is a unique feature that helps your field sales and service teams identify optimal routes for onsite visits scheduled for the day.
Maps offer two particular functionalities. They are:
- Finding the clients who are nearby your location
- Calculating the best route to cover all the client meetings
In this article, you will learn more about the functionalities mentioned above. Let’s get started!
Follow these steps to view Maps in Vtiger CRM mobile app:
- Log in to the Vtiger CRM mobile app.
- Click the Hamburger icon on the top left corner of the screen to open the menu.
- Go to Favorites.
- Click Maps.
Working of Maps
Once you open Maps, make sure you turn on your device’s location.
In the Maps screen, you can find two options at the bottom - Nearby Clients and Route Maps.
Let us learn about them and their working in detail...
Nearby Clients is a feature that displays the Leads, Contacts, and Organizations close by to your location. You can tap on the marker for a client to view their details and navigate to their location.
You can perform other actions on this screen, such as:
- Sharing your current location by clicking the Share icon.
- Filtering your view by clicking the Filters icon. You can also mention the radius in Kilometers or Miles. If the Leads, Contacts, or Organizations are within that radius, they will be displayed.
- Rotating the map to point towards North by clicking the Compass icon.
- Centering to the current location by clicking the Target icon.
- Viewing the client details and navigating to their location by clicking the client marker on the map.
Route Maps is the feature that shows the Onsite service and Onsite meeting events assigned to the current user for that particular day.
You can plan your day based on two factors - either the meeting time of the events or the shortest route between different locations.
If you choose the Meeting Time, then your day is planned according to the meeting time of the events. The distance between the locations is not considered here.
If you choose the Shortest Route, your day is planned according to the distance between different locations. The meeting time is not considered here.
To determine the shortest route, you must first specify the last stop. It can be the final meeting location, your current location, or any other location. Once you enter the last stop, the distance between the places is calculated, and the shortest route is determined.
Once you decide the factor that will be considered to plan your schedule, you can start your day. You can select your first meeting, view the event details, navigate the location and check in. Once you finish the meeting, you can check out and add comments if necessary.