Difference between revisions of "Places"
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| − | Path: [[Callproof Support]] | + | Path: [[Callproof Support]] > [[Website]] > [[Maps]] > [[Places]] |
| + | [[File:places.png|200px|thumb|right|CallProof Mobile App Places Map]] | ||
| + | [[File:places_markeded.png|200px|thumb|right|CallProof Mobile App Places Map]] | ||
| − | + | == Places == | |
| − | |||
| − | == What is Places? == | + | === What is Places? === |
| − | |||
| − | Use it to discover new leads, view business details, save them as CallProof accounts, add them to a route, or start an appointment while | + | 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. | Allow location access for better results. CallProof uses location to show nearby places and map results; it is not stored as map browsing history. | ||
| − | + | === How to navigate === | |
| − | + | '''Bottom tab bar''' → '''Places''' | |
| + | Opens the Places list (search + filters). | ||
| − | * | + | '''Other entry points:''' |
| − | + | * Places → '''Map''' → '''[[Lasso (on Map)|Lasso]]''' for multi-select | |
| − | + | * From map tools while prospecting nearby businesses | |
| − | |||
| − | * | ||
| − | == Places | + | === Using Places === |
| − | ''' | + | # Open the '''Places''' tab. |
| + | # Use '''[[Places Search|Search]]''' or '''[[Places Filters|Filters]]''' (category, address/zip, radius, and more). | ||
| + | # Review results in the '''[[Results List]]''', or open the '''[[Places Map|Map]]''' to see them on Google Maps. | ||
| + | # Tap a place for options: '''[[Call place|call]]''', '''[[Appointment from Places|appointment]]''', '''[[Add to Route from Places|add to route]]''', '''[[Add to CallProof (Contacts)|add to CallProof]]''', and more. | ||
| + | # On the map, use '''[[Lasso (on Map)|Lasso]]''' to select several places at once and add them to contacts or a route. | ||
| + | # '''[[Refresh / Load More|Pull to refresh]]''' or load more pages when available. | ||
| + | # Optionally reuse '''[[Saved Searches]]''' for filters you use often. | ||
| − | + | === Features include === | |
| − | ''' | + | * '''[[Places Search]]''' – Search by business name or keyword. |
| + | * '''[[Places Filters]]''' – Category, keyword, address/zip, radius, max results, employee size, annual sales. | ||
| + | * '''[[Results List]]''' – Matching places with name, address, and actions. | ||
| + | * '''[[Places Map]]''' – Pins for results; move, centre on yourself, tap for details. | ||
| + | * '''[[Lasso (on Map)]]''' – Draw to select many places; add to contacts or route. | ||
| + | * '''[[Add to CallProof (Contacts)]]''' – Save a place as a CallProof account. | ||
| + | * '''[[Add to Route from Places]]''' – Add one or more places as route stops. | ||
| + | * '''[[Call place]]''' – Call when a phone number is available (Twilio if enabled). | ||
| + | * '''[[Appointment from Places]]''' – Start a check-in/appointment at that place. | ||
| + | * '''[[More Options (Places)]]''' – Event forms, directions, and other contact-style actions. | ||
| + | * '''[[Saved Searches]]''' – Save and reuse filter/search settings (mobile or web). | ||
| + | * '''[[Refresh / Load More]]''' – Pull to refresh; load additional result pages. | ||
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Latest revision as of 07:59, 22 July 2026
Path: Callproof Support > Website > Maps > Places
Places
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.
Bottom tab bar → Places Opens the Places list (search + filters).
Other entry points:
- Places → Map → Lasso for multi-select
- From map tools while prospecting nearby businesses
Using Places
- Open the Places tab.
- Use Search or Filters (category, address/zip, radius, and more).
- Review results in the Results 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.
- Pull to refresh or load more pages when available.
- Optionally reuse Saved Searches for filters you use often.
Features include
- Places Search – Search by business name or keyword.
- Places Filters – Category, keyword, address/zip, radius, max results, employee size, annual sales.
- Results List – Matching places with name, address, and actions.
- Places Map – Pins for results; move, centre on yourself, tap for details.
- Lasso (on Map) – Draw to select many places; add to contacts or route.
- Add to CallProof (Contacts) – Save a place as a CallProof account.
- Add to Route from Places – Add one or more places as route stops.
- Call place – Call when a phone number is available (Twilio if enabled).
- Appointment from Places – Start a check-in/appointment at that place.
- More Options (Places) – Event forms, directions, and other contact-style actions.
- Saved Searches – Save and reuse filter/search settings (mobile or web).
- Refresh / Load More – Pull to refresh; load additional result pages.
