Locate people near you

Locate people near you

If you want to meet up with other customers in the area when you are on a business trip, you can check your Zoho CRM mobile app to instantly check which contacts are near you and how important they are to your business.  
Using Google Maps on your Android device, you can find leads, contacts, and accounts within a few miles of your current location or a custom location.

To locate leads, contacts, and accounts near you

  1. Go to the relevant module (Leads, Accounts, or Contacts).
  2. Tap the icon for the selected list view.

  4. All the records in the selected module with an address near your location will be pinned on the map.
  5. Adjust the slider to select the distance from your location you want to search, and toggle between miles and kilometers.
 


 
You can also add a custom location to view leads, contacts, and accounts in and around a particular location. You can also add new records for leads near you right from the map.

 

Add record from the Near Me map

To add a new record

  1. Tap the + icon at the top-right corner of the map screen.
  2. Enter the record details and tap the icon. 



Note
  1. The Location Service settings must be switched on to use this feature.
  2. Only the contacts within the specified radius will be shown on the map. The default radius is 10 kilometers from either your current location or a custom location. You can change this radius as required.
  3. There are two color-coded pins: A red pin is for a single lead, contact, or account and a violet pin is for multiple leads, contacts, or accounts at the same location.
  4. Tap on the pin for more details about the lead, contact, or account at that location.
  5. Tap on the pin and then the information icon to view the record's details and other options including Call Lead, Contact Account, Send Email, Delete Record, and more depending on the record details.

Check in to a location

When you go out with your family to a great restaurant or you are at the movies with your friends, you want to share the news with the world, so you check in to the location and share it on Facebook or Twitter. Similarly, you can now check in to a location on the Zoho CRM app when you meet with a client. Sales managers can immediately be notified of the check-in to help them keep track of their sales reps' client appointments.
 
Check-ins are tied to meetings. For example, you have a meeting called "Demo for Product at Kevin's office". When you check in to Kevin's office, you can either associate the check-in with the existing meeting or create a new meeting for the check-in. The check-in is automatically attached to the meeting as a note. You can only create check-ins for the Leads, Contacts, and Accounts modules. You cannot create a check-in without associating it with a meeting.

To check in to a meeting

  1. Go to the Leads, Contacts, or Accounts module.
  2. Tap the icon to create a check-in.
  3. If there is already a meeting associated with the contact, it will be displayed.
    Select a meeting. The check-in will be associated with the meeting as a note. If there is no meeting, the app will prompt you to create a new meeting for the check-in.
Note: When a user checks in to a location, it will be posted to Feeds as an update automatically.
View Map  
You can use Google Maps from within the Zoho CRM app to locate the address of a lead, account, or contact. 

To view maps

  1. Go to the module (Leads, Accounts, or Contacts).
  2. Tap the record whose address you want to view in Google Maps.Tap the (Map) icon on the Record Details page.
  3. Tap the address location that you want to see (Mailing Address or Billing Address).
  4. The selected address will open in Google Maps. 

 
 

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