User Tools

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Getting started

Solar eCRM Setup

Leads Module

Quote Builder

Orders Module

Shipping Module

Invoice Module

Installation Module

Task Module

Document Management Module

Corporate Company


Lead Google map

Lead can be viewed with Google map by clicking the Google Map link from the Lead Tools which is shown below.

Leads > Lead Tools > Google Map

Once the link is clicked, a Google map will be displayed with a list of leads on the map and at the side of the map (Refer to the image below) .

  1. Clicking on the customer's name at the side of the map will show brief detail about customer and the address location on the map.
  2. Google Map will show the brief lead details with customer's location on the map
  3. Click on View Details on the Google map for the selected customer to view further details on the Lead
  4. By clicking on the “view details” icon, more lead details can be viewed.

Select customer from side list and choose sales rep to assign that particular sales rep to selected lead.

lead_google_map.txt · Last modified: 2019/02/28 13:20 (external edit)