Google Maps allows you to view multiple locations all on one map. This is a really useful tool to help visualise where all your customers or prospects are based - ideal for if you're planning some customer visits.
This guide explains how to export a list of Companies and their addresses from Prospect CRM, and how to then upload these to Google Maps.
You'll need CRM Print List permissions to follow these steps
Step 1: Navigate to Companies
Select 'People & Places', then 'Companies' to get a list of all of the Companies in your CRM.
Step 2: Select Fields
Within this Report, there are several pre-selected fields (labels of the columns in the Report) to show you specific information about each organisation. For this Google Maps export, you'll need to remove most of these fields and have just two fields; Company Name and Address. Simply select the further options menu (three dots in the top right-hand corner), then click 'Select Fields' - this will enable you to add these extra fields and remove those that are unnecessary.
Click the blue cross against the fields you don't want to include, then scroll down the list of fields to select 'Address Block'. 'Company Name' will be pre-selected.
Once you've selected the correct fields, click 'Submit' to apply these.
You'll then see your updated Company Report with just the Company Name and Address as columns.
Step 3: Save to Excel
Once you're happy with your Report, save it to Excel by clicking the further options menu (three dots) and selecting 'Save to Excel'.
Step 4: Uploading to Google Maps
You can then upload this spreadsheet to Google Maps so that you're able to see all of their locations on a map. Click here to begin!
Select 'Create New Map' to start off with a blank map. On the left-hand side, click 'Import' to upload your Excel sheet.
You'll then be asked to map your data to the correct columns. Once complete, your map should be populated with locations.