Summary
A prospecting area defines a specific territory assigned to users for identifying and pursuing potential leads and prospects. Learn how to plot a prospecting area on the map, assign it to an agent, and access it for further management.
This article covers:
Create a prospecting area
To create a prospecting area:
Go to: CRM tab > Select Prospecting from the left-hand side menu
Click Assign a Prospecting Area
This will display a map so you can select your prospecting area.
On the map, zoom into the required location
Click Show Instructions to view step-by-step instructions in-app, if desired
Click the polygon icon on the top right corner of the map
Plot your prospecting area on the map:
Click on a location
Drag the cursor and click on the next location
Continue plotting your area until it forms a complete polygon
Assign the prospecting area to an agent
To assign the polygon area to an agent:
Click the prospecting area you plotted
Click Assign Area to an Agent
On the popup, enter the details such as the name of the area, which the area belongs to, and the date of completion
Set the colour
Click Save
The prospecting area is highlighted by the colour you set. The assigned agent can view the focus area in My Focus Area.
Manage focus areas assigned to an agent
To access focus areas that have been plotted and assigned to an agent:
Go to: CRM tab > Select Prospecting from the left-hand side menu
Click the My Focus Areas tab or the All Focus Areas tab
On these tabs, you can:
View a focus area - Click the focus area name you want to view
In the Map View tab, you can see the created/plotted focus area on the map
Edit a focus area - Click the edit icon under Actions
On the map click the edit icon in the top right corner
Re-plot the focus area as required
Click Save
Delete a focus area - Click the bin icon under Actions
What's next?
Learn how to manage the addresses in your focus area.