Welcome to GeoLeads! This guide will walk you through the entire process of finding, reviewing, and saving leads with the GeoLeads app. Whether you're a first-time user or just need a quick refresher, follow these steps to get started with confidence.
Open the GeoLeads Tab
In your CRM dashboard, click on the GeoLeads option in the left navigation menu. This will open the GeoLeads interface directly within your CRM.
Pinpoint Your Target Area
You have three options to define your search area:
Search by location
Type a city name, zip code, or specific address in the search bar to center the map on that location.
Zoom and click
Use your mouse or trackpad to zoom in on the map, then click anywhere to start a search in that area.
Draw a custom boundary
Select the polygon draw tool from the toolbar to define a precise geographic area by drawing your own shape on the map.
Set Your Lead Count and Unleash the Search
After selecting your area, specify how many leads you want by adjusting the lead count slider or entering a number directly.
Once you're satisfied with your selection, hit the Search button to find leads that match your criteria. The results will populate on your map instantly.
Review Your Leads on the Map
After running a search, you'll see different markers on the map representing your leads:
Save Your Leads and Supercharge Your CRM
Once you've reviewed your search results, you can save leads directly to your CRM:
- Select individual leads by clicking their pins, or use "Select All" for bulk selection
- Click the "Push to CRM" button
- Choose the pipeline and stage where you want the contacts to land
- All contact fields (name, address, phone, email) populate automatically
Your leads are now ready to be worked in your existing CRM workflows and automations!
That's it! You're now ready to find, review, and save leads using GeoLeads. If you have any questions or need further assistance, don't hesitate to reach out to our support team.
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