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.
There are two ways to achieve this in Prospect CRM. The first is quick and easy, the second offers more flexibility so feel free to use either method, or mix and match them for different requirements.
Method 1: Mapping Data Directly from a Report
This quick an easy method only works from a report of Companies or Contacts in the CRM and performs a standard plot of addresses with pre-defined labels etc.
To map your data, simply run a report of Contacts or Companies (or create one), and then choose "Show on Map" from the extended menu (the three dots "..." report menu). This will automatically plot your data in a popup map. You can even toggle the colour-coding of the pins to be Company Type colours or RFM Segment colours using the dropdown in the bottom left of the screen:
Method 2: Exporting & Mapping your Data
This method involves exporting a list of Companies (or other records) and their addresses from Prospect CRM, and then uploading these to Google Maps. There are more steps involved in this second method, but it provides more flexibility and access to more advanced Google Map features.
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.
For more information and help on this process and on the features/options available in Google Maps, please see the relevant My Maps Help article.