Maps in Vtiger CRM Mobile App

This article will help you find nearby clients and navigate your way to them using the Vtiger CRM mobile app.

Rashmi Kashyap

27 Nov, 2023 - Updated 1 year ago

Introduction

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!

Accessing Maps

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.

Along with Maps, Vtiger CRM mobile app provides various other useful features when you are on-the-go. To know more about it, click here.

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

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

Route Maps is the feature that shows the Onsite service and Onsite meeting events assigned to the current user for that particular day.

Note:

Events must have a valid geocode address.
For the Route Maps to function correctly, you must adjust the Maps settings in your CRM account. To know more, click here.

You can plan your day based on two factors - either the meeting time of the events or the shortest route between different locations.

Meeting Time

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.

Shortest Route

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.

Note: Dotted lines on the screen between locations are just visual representations and not the actual route.

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.

Did you know?

Once you check out an event, it is grayed out, after which you cannot perform any actions on the event. If you wish to edit the event, you must re-open it.

Vtiger CRM Mobile App