Find New Leads (New web) - Revision history

Ashley DeBon at 15:30, 24 July 2026

2026-07-24T15:30:09Z

Ashley DeBon: /* More Actions */

2026-07-24T15:25:56Z

‎More Actions

Ashley DeBon: /* Steps */

2026-07-24T15:25:46Z

‎Steps

Ashley DeBon: /* Why Search, Add Contact, Radius, Lasso, Route, and Save Search matter */

2026-07-24T15:25:30Z

‎Why Search, Add Contact, Radius, Lasso, Route, and Save Search matter

Ashley DeBon at 15:25, 24 July 2026

2026-07-24T15:25:15Z

Ashley DeBon: /* Places Saved Searches (related list) */

2026-07-24T15:24:14Z

‎Places Saved Searches (related list)

Ashley DeBon: /* Typical lead-gen workflow */

2026-07-24T15:23:46Z

‎Typical lead-gen workflow

Ashley DeBon: /* Steps */

2026-07-24T15:21:54Z

‎Steps

Ashley DeBon: /* Steps — delete a saved search */

2026-07-24T15:21:44Z

‎Steps — delete a saved search

Ashley DeBon: /* Steps */

2026-07-24T15:21:34Z

‎Steps

← Older revision		Revision as of 15:30, 24 July 2026
Line 1:		Line 1:
−	Path: [[Callproof Support]] - [[New Website]] - [[People_Menu]] - [[Find New Leads ~~Places~~ (New web)]]	+	Path: [[Callproof Support]] - [[New Website]] - [[People_Menu]] - [[Find New Leads (New web)]]

	= Find New Leads (Places) =		= Find New Leads (Places) =

@@ Line 251: / Line 251: @@
 # Opens the broader account-style bulk actions flow for the selected set (similar idea to Account Actions on Accounts — assign, tasks, labels, etc., as offered on the map).
 <div style="clear:both;"></div>
 = Save this search =

@@ Line 208: / Line 208: @@
 # Click Radius again to turn the tool off.
 <div style="clear:both;"></div>
 = Lasso tool =

@@ Line 130: / Line 130: @@
 | Repeat last week’s lead hunt.
 |}
 = Search for places =

@@ Line 1: / Line 1: @@
-Path: [[Callproof Support]] - [[New Website]] - [[People_Menu]] - [[Find New Leads Places]]
+Path: [[Callproof Support]] - [[New Website]] - [[People_Menu]] - [[Find New Leads Places (New web)]]
 = Find New Leads (Places) =
@@ Line 12: / Line 12: @@
 '''Navigation:''' '''People Icon Hover''' &rarr;'''Find New Leads'''
-[[File:FindNewLeadsPlaces.png|300px|thumb|Find New Leads map]]
+[[File:FindNewLeadsPlaces.png|350px|thumb|Find New Leads map]]
 <div style="clear:both;"></div>
@@ Line 171: / Line 171: @@
 = Open a place and Add Contact =
-[[File:PlacesAddContact.png|250px|thumb|right|Add Contact from place]]
+[[File:PlacesAddContact.png|350px|thumb|right|Add Contact from place]]
 '''Purpose:''' Create a CallProof account from a Google/Places result.
@@ Line 215: / Line 215: @@
 = Lasso tool =
-[[File:PlacesLasso.png|250px|thumb|right|Lasso]]
+[[File:PlacesLasso.png|350px|thumb|right|Lasso]]
 '''Purpose:''' Draw a freehand shape and select places inside it.
@@ Line 230: / Line 230: @@
 = Add to Database / Create Route / More Actions =
-[[File:PlacesMoreActions.png|250px|thumb|right|Map More Actions]]
+[[File:PlacesMoreActions.png|350px|thumb|right|Map More Actions]]
 After you have selected places (search, radius, or lasso):
@@ Line 260: / Line 260: @@
 = Save this search =
-[[File:SavePlacesSearch.png|250px|thumb|right|Save this search]]
+[[File:SavePlacesSearch.png|350px|thumb|right|Save this search]]
 '''Purpose:''' Name and store the current search settings so you can reload them later.
@@ Line 277: / Line 277: @@
 = Load previous search =
-[[File:LoadPlacesSearch.png|250px|thumb|right|Load previous search]]
+[[File:LoadPlacesSearch.png|350px|thumb|right|Load previous search]]
 '''Purpose:''' Reload a saved search onto the map.
@@ Line 294: / Line 294: @@
 '''Browser title:''' Map Saved Results
 '''Address:''' <code>/map/places_saved_searches/</code>
-[[File:SavePlacesSearch.png|250px|thumb|right|Places Saved Searches]]
+[[File:SavePlacesSearch.png|350px|thumb|right|Places Saved Searches]]
 === What you see ===

@@ Line 345: / Line 345: @@
 # '''Add to Database''' for the selection and/or '''Create Route''' for today’s visits.
 # '''Save this search''' if you will prospect here again.
-# Finish account details on Update Account; run the route from Routes.
+# Finish account details on Update Account; run the route from Routes
 = Tips and important notes =

@@ Line 338: / Line 338: @@
 # The saved search is removed.
 <div style="clear:both;"></div>
 = Typical lead-gen workflow =

@@ Line 290: / Line 290: @@
 # The map refreshes with that search’s settings/results.
 <div style="clear:both;"></div>
 = Places Saved Searches (related list) =