Difference between revisions of "Places"

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Path: [[Callproof Support]] - [[Website]] - [[Maps]] - [[Places]]
 
Path: [[Callproof Support]] - [[Website]] - [[Maps]] - [[Places]]
  
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[[File:places_images.jpg|200px|thumb|right|Places Map]]
  
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[[File:maps_places.jpg|200px|thumb|right|Places Map]]
 
 
== What is Places? ==
 
== What is Places? ==
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Places is CallProof's prospecting tool. It finds businesses near your current location or a chosen address using Google Maps data.
  
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Places can be used to find additional opportunities around a given address.  
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Use it to discover new leads, view business details, save them as CallProof accounts, add them to a route, or start an appointment while you're in the field.
  
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When using Places, the user's web browser will request location information. It is best to always allow location information to be used with Callproof.  It provides better results and is not saved within Callproof when using the Maps.
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Allow location access for better results. CallProof uses location to show nearby places and map results; it is not stored as map browsing history.
  
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<div style="clear: both;"></div>
  
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== Using Places ==  
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== Using Places ==
  
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To use places, plug in a city or address. Select from Google map categories and select the mile radius to search. Results will be plotted on the map. When hovering over the results, a popup will occur on the map displaying company name, address, and information. There will also be a green button to add the business to your contacts. Click the button to save this business to your CallProof contacts.
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* Open the Places tab.
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* Use Search or Filters (category, address/zip, radius, and more).
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* Review results in the list, or open the map to see them on Google Maps.
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* Tap a place for options: call, appointment, add to route, add to CallProof, and more.
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* On the map, use Lasso to select several places at once and add them to contacts or a route.
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== Places Features (More Detail) ==
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'''1. Search'''
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Search by business name or keyword. Matches show nearby (or in your filtered area). Clear the search to reset.
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'''2. Filters'''
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Narrow results with:
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* Category — business type (e.g. restaurants, offices)
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* Keyword — extra search text
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* City / State / Zip / Address — where to search
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* Radius — how far to search (miles)
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* Max results — how many places to show
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* Employee size / Annual sales — size filters when available
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Apply filters to refresh the list. Clear the filter or clear all to reset.
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'''3. Results List'''
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Shows matching places with name, address, and related info. Pull to refresh. Tap a row for more actions.
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'''4. Map'''
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Opens Places Map with pins for results. Move around, centre on yourself, and tap pins for details.
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'''5. Lasso (on Map)'''
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Draw around an area to select many places. Select all in that area, then:
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* Add to Contacts — save as CallProof accounts
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* Add to Route — add them as route stops
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'''6. Add to CallProof (Contacts)'''
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Save a business as an account so you can track calls, visits, notes, and follow-ups.
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'''7. Add to Route'''
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Add one or more places to your current route for planned visits.
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'''8. Call'''
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Call the place from the app when a phone number is available (including Twilio if enabled).
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'''9. Appointment'''
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Start an appointment/check-in at that place. If one is already active, you'll be asked to end it first.
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'''10. More Options'''
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Extra actions such as adding to CallProof, event forms, directions, and other contact-style options when the place is linked.
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'''11. Saved Searches'''
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Save filter/search settings and reuse them later on mobile or web.
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'''12. Refresh/Load More'''
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Pull to refresh. Load more pages when available to see additional results.

Revision as of 11:36, 14 July 2026

Path: Callproof Support - Website - Maps - Places

File:Places images.jpg
Places Map

What is Places?

Places is CallProof's prospecting tool. It finds businesses near your current location or a chosen address using Google Maps data.

Use it to discover new leads, view business details, save them as CallProof accounts, add them to a route, or start an appointment while you're in the field.

Allow location access for better results. CallProof uses location to show nearby places and map results; it is not stored as map browsing history.

Using Places

  • Open the Places tab.
  • Use Search or Filters (category, address/zip, radius, and more).
  • Review results in the list, or open the map to see them on Google Maps.
  • Tap a place for options: call, appointment, add to route, add to CallProof, and more.
  • On the map, use Lasso to select several places at once and add them to contacts or a route.

Places Features (More Detail)

1. Search

Search by business name or keyword. Matches show nearby (or in your filtered area). Clear the search to reset.

2. Filters

Narrow results with:

  • Category — business type (e.g. restaurants, offices)
  • Keyword — extra search text
  • City / State / Zip / Address — where to search
  • Radius — how far to search (miles)
  • Max results — how many places to show
  • Employee size / Annual sales — size filters when available

Apply filters to refresh the list. Clear the filter or clear all to reset.

3. Results List

Shows matching places with name, address, and related info. Pull to refresh. Tap a row for more actions.

4. Map

Opens Places Map with pins for results. Move around, centre on yourself, and tap pins for details.

5. Lasso (on Map)

Draw around an area to select many places. Select all in that area, then:

  • Add to Contacts — save as CallProof accounts
  • Add to Route — add them as route stops

6. Add to CallProof (Contacts)

Save a business as an account so you can track calls, visits, notes, and follow-ups.

7. Add to Route

Add one or more places to your current route for planned visits.

8. Call

Call the place from the app when a phone number is available (including Twilio if enabled).

9. Appointment

Start an appointment/check-in at that place. If one is already active, you'll be asked to end it first.

10. More Options

Extra actions such as adding to CallProof, event forms, directions, and other contact-style options when the place is linked.

11. Saved Searches

Save filter/search settings and reuse them later on mobile or web.

12. Refresh/Load More

Pull to refresh. Load more pages when available to see additional results.

Retrieved from "http://docs.callproof.com/index.php?title=Places&oldid=1140"