Keep sales reps' leads mapped and request status updated
Keep sales reps' leads mapped and request status updated
Sales reps lose mapping requests when geolocation isn't sent, causing misrouted visits. That ensures coordinates and a mapping-submitted flag, so reps have auditable locations for follow-up.
Overview
Sales reps lose deals when leads lack accurate locations and site visits get misrouted. This workflow guarantees coordinates are captured and leads are flagged as mapping-submitted, eliminating missed mapping requests and giving reps auditable locations for follow-up. Customers report faster handoffs and zero missed mapping follow-ups.
Notable Features
- Capture geolocation from lead updates
- Post coordinates to mapping services
- Mark lead mapping request submitted