How to Locate your Customers using Zoho CRM Maps

How to Locate your Customers using Zoho CRM Maps

You're driving to see a customer next week and want locate other customers or leads within 10 to 20 miles so you can maximise your trip.
You can use CRM on your phone or tablet!
This article is best viewed on a Laptop/PC or tablet.
1. Open CRM on your phone
2. Select Accounts or Leads
3. Select the Map icon
4. Input a location
5. Nearest Accouts or Leads are Mapped
6. Select the Account to see the record in CRM
7. Or Select the Miles icon to open the map