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Map views & Route planning

ET
Engineering Team
Updated 1 month ago
Welcome to the comprehensive guide for our new Map Views and Route Planning features in Pipeline CRM. This article will explain the functionality, benefits, and step-by-step instructions to help you get the most out of these new tools.


Overview

Pipeline CRM allows you to visualize companies and people directly on a map, making it easier to locate and plan your travel routes. Whether you’re scheduling client visits, planning sales routes, or managing territories, this feature helps you work more efficiently by optimizing travel time and improving route coordination.

Key Benefits

  • Enhanced Efficiency: Quickly locate customers or leads and plan visits effectively.
  • Optimal Route Planning: Automatically calculate the fastest routes based on selected locations.
  • Improved Coordination: Avoid overlapping efforts and manage sales territories with ease.
  • Better Decision Making: Use geographic insights to allocate resources and target under-served regions.
  • Increased Customer Satisfaction: Regular and timely visits improve client relationships.

Accessing Maps

Look for the new Map item on the top right of the navigation bar and click to enter the map view.

Feature Breakdown

Map Navigation

  • Visualize Contacts:
    • See companies and people on an interactive map.
    • Icons:
      • Person Icon: Represents individual contacts.
      • Building Icon: Represents companies.
  • Location Clustering:
    • Clusters (displayed as numbers) show rollups of nearby locations.
    • Click on clusters to resolve them into individual markers.
  • Search Functionality:
    • Use the search bar to find specific addresses (note: this does not search by company or person names).
    • Navigate directly to the location on the map.

Route Planning

  • Selecting Locations:
    • Choose multiple markers on the map, including your current location, to plan visits.
  • Optimization:
    • Automatically computes the most efficient route based on your selected locations.
    • Optionally, specify start and end locations to streamline the optimization process.
  • Route Management:
    • Save routes for future reference.
    • Send the optimized route directly to your phone or view it within the Pipeline CRM app.
    • Edit or delete routes as needed.


Saved Locations

  • Frequent Destinations:
    • Save common locations like your office or home.
    • These saved locations appear on the map to facilitate quicker route planning.
  • Toggle in Route Planning:
    • Enable or disable the inclusion of saved locations during the route planning process.

Step-by-Step Guide


Using the Map to Visualize Contacts

  1. View Contacts:
    • On the left side, see the list of companies and people.
    • On the right side, view these contacts as markers on the map.
    • Use Filters to import existing List views to visualize companies and people on the maps.
  2. Interacting with Markers:
    • Hover over a marker (e.g., person icon for individuals, building icon for companies) to see details.
    • Click on a cluster number to expand and reveal individual markers.
  3. Search for a Location:
    • Use the search bar to type in an address (e.g., “Congress Street, Boston”).
    • Select from the list of suggested addresses to navigate the map to that area.

Planning an Optimized Route

  1. Select Locations:
    • Zoom into your desired area on the map.
    • Select the markers (locations) you wish to visit.
    • Optionally, include your current location by allowing your browser to access your location.
  2. Start a New Route:
    • Click on “Start a New Route.”
  3. Route Confirmation Screen:
    • Review selected locations.
    • Optionally, assign a custom title to your route.
    • You can designate a specific start and end location to simplify route optimization.
  4. Save Your Route:
    • Click Save.
    • If you don't choose a start or end point, a message will appear letting you know that calculating the route may take extra time.
    • You'll also see your remaining credits displayed below the "save" button. 
    • To speed up the process, we recommend selecting at least one of the options by clicking on the three dots next to the location name.
  5. View and Manage the Route:
    • Once saved, view the optimized route on the map.
    • Edit the route to remove locations or create a new one.
    • Optionally, send the route to your phone or access it via the Pipeline CRM app.

Managing Saved Locations

  1. Add a Saved Location:
    • On the route planning screen, click on Add Save Location.
    • Input the details for frequent addresses such as your office or home.
  2. Toggle Display:
    • Enable or disable saved locations as needed during the route planning confirmation screen.

Frequently Asked Questions

  • How many locations can I select for a route?
    You can select up to 10 locations per route.
  • Why are not all locations shown on the map when zoomed out?
    To maintain usability, we display up to 60 locations when zoomed out. Use filters or zoom in for a more detailed view.
  • Do you support roundtrips?
    Roundtrip functionality is not currently supported.
  • Is the feature available on all plans?
    Yes. However, route creation is subject to a monthly credit per user:
    • Start: 5 routes per user/month
    • Develop: 15 routes per user/month
    • Grow: 45 routes per user/month
      Note: There is no rollover of unused credits. The credits reset on the 1st day of each month. 
  • Are map views subject to quotas?
    No. Map views are accessible without any limits, and you can explore them as many times as you like.
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