How to geolocalize new opportunities?

1. From the web app

To geolocalize an opportunity from the web app, just go to the Opportunities menu and click "Add" to create a new opportunity.

Then go to the "Management" section. Click "Localize Map" to geolocalize an opportunity. You can also add addresses manually if you prefer.

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Once you have clicked "Localize Map" a pop-up window is displayed. Confirm the address in "Location". Make sure the exact location on the map is correct and click "Accept".

2.  From the mobile app

To geolocalize an opportunity from an Android or iOS device, just go to the Opportunities menu and click "Add". Before completing the opportunities fields you must select one of the following:

  1. Use my current location. Select if you are at the exact locatiportunity from the account file at a later date.
  2. Search on map. If you are not at the exact location you can search for it on a map.
  3. Create without geolocation. Select if you'd rather geolocate the opportunity from the account file at a later date.

Android Devices

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iOS Devices

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  1. Once you have selected one of these options you must create the new opportunity by completing the necessary data and clicking "Save".
  2. Once an opportunity has been created you can view data and geolocations from the account file and from the Opportunities Map. Nearby opportunities are displayed on the map. Widen the search by zooming out.

Android Devices

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iOS Devices

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