Description
See all contacts and opportunities for each location in one place.
Related Apps
Status
Completed
Last Edited
Feb 14, 2025 1:50 AM
The plan is to create a map that shows:
- All contacts within a sub-account on a map
- Each contact has a list of opportunities if you hover over them
- Each contact is color-coded based on whether the “Contact Type” field is set to “Lead” or “Customer”
- You can filter the contacts displayed by pipeline, and optionally by the pipeline stage
This would be especially useful for businesses in real estate or home services.