Use the Google maps view in Tribe CRM to plan your appointments more efficiently. Filter your sales opportunities, work orders or other activities to get a clear overview of your customers' location. Activate the Google maps link through the marketplace.
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The starting point for the Google maps view is a widget. In the header of a widget, you find the maps icon with which you open the view. The maps icon is shown in widgets of type:
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Note: The Google maps view is only available for data based on relationships and activities. It is not available for custom-made links to addresses.
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As an example, we will use the ‘my relations’ widget from the screenshot above. The widget contains a filter of customers I am relationship manager of. After clicking on the maps icon, a map with different pins opens. The pins in the map correspond to the visiting address of all my clients. In locations where several customers are located close to each other, a cluster of pins is shown. By zooming in, I get to see more details of the location. Besides the visiting address of organisations, the pin is also shown for a private address of individuals, if applicable.
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When you move the mouse over a pin, the customer name and location address details appear. Click on the customer name to open the customer map in Tribe or click on the address to open the address in Google maps in a new tab within the browser.
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Next to the map, you will find the list view. In the example above, the list contains all the customers I am relationship manager for, sorted in alphabetical order. Again, you can open the customer map directly by clicking on the customer name or navigate directly to Google maps by clicking on the address.
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When you zoom in on a particular region, the number of pins in the map will shrink. The list of customers will also be adjusted accordingly. The list always shows the data visible in the map. Exceptions to this are records where no visiting or private address has been entered for the relation, these records are always visible in the list and no pin is available on the map.
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You can also apply the above description to the maps view of activities.
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In my forecast widget from the first screenshot, sales opportunities are filtered. The pins in the maps view correspond to the visiting address of the relations in the sales opportunities. The list displays the subject of the activity in addition to the relation name and address.