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 start plotting your prospect area on the map:
Step 1 - Select the polygon icon
Step 2 – Draw a polygon
Step 3 - Click on Assign to an agent
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 on 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.
View the focus area assigned to an agent
After you have plotted and assigned a focus area, you can access the focus area. To access the focus:
Go to: CRM tab > Select Prospecting from the left-hand side menu
Click the My Focus Areas tab or the All Focus Areas tab
From the list, click on the focus area name you want to view
You can see the map's created/plotted focus area in the Map View tab.
What's next?
Learn how to manage the addresses in your focus area.