Creating Prospects/Leads from the Map

Navigate to your Dashboard and select Map 

Either enter your customer address in the search bar and select the correct address as it populates (Photo 1) or if you are in the field, the system will locate your location and you can select the residence that you wish to add from your location (photo 2).

Once your customers' information populates the left sidebar, select a lead status by selecting the bar above the customer name. After a lead status is selected you will have the option of editing the customer information, adding a note, or viewing the job/prospect in the prospect area.

Photo1

Photo 2