Find New Leads (New web)

Path: Callproof Support - New Website - People_Menu - Find New Leads (New web)

Find New Leads (Places)

Screen purpose: Find new leads on a map from Google Places-style search, then add them as CallProof accounts/contacts, draw radius/lasso selections, build routes, and save searches.

Browser title: Fine New Leads (as shown in the app)

Address: /map/places/

Related: Places Saved Searches — /map/places_saved_searches/

Navigation: People Icon Hover →Find New Leads

Find New Leads map

How to open Places

Option A — Main menu

1. Sign in to CallProof.
2. Open Map / Places / Find New Leads (label may vary).

Option B — Direct address

1. Go to your CallProof site and add /map/places/.
2. Press Enter.

Option C — From Places Saved Searches

1. Open Places Saved Searches.
2. Click More Search to return to the map.

Permissions

• You must be signed in.
• Map features need location/maps access for your company.
• Adding a place creates a new account/contact you can edit afterward.
• Managers can assign routes to other users when creating a route from the map.
• Saved searches are owned by the user who saved them (view/delete your own from Saved Searches).
• Company menu permissions control whether this screen appears in the sidebar.

What you see on the screen

Main map

• Full map of the search area
• Place pins from your search
• Map Lasso control (draw a shape around places)
• Side toolbar icons over the map

Side toolbar icons

Icon	Tooltip / name	Purpose
Search (magnifier)	Search	Open the Search panel
User circle	Account	Browse account-related map tools / selections
Calendar	(may be disabled)	Reserved / not always active on this screen
Route	Route	Work with current/saved route views
Radius	Radius	Draw a circle and list places inside it
Lasso (on map)	Lasso	Click and drag to draw a shape around places

Search / info panel (right)

• Search form (query, category, address)
• Save this search / Load previous search / Reset Filters
• Place or contact detail cards when you select a pin
• Tabs such as Notes, Phone Number, Additional Email (for existing contacts)
• Route options: distance/duration, Create Route, More Actions

Contact popup

• Add Contact — create a CallProof account from this place
• Contact Already Exist — open the existing linked account when the place is already in CallProof

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

Action	Purpose	When to use it
Search	Find businesses/places near an address or your map center by keyword and category.	Prospecting a new zip code or industry.
Add Contact	Turn a map place into a CallProof account you can call, visit, and track.	New lead you want in CRM.
Radius	Select everything inside a circle (5 / 10 / 20 miles options in the radius tool).	“All leads within X miles of this spot.”
Lasso	Select places inside a freehand shape.	Irregular territories or along a corridor.
Create Route / Add to Database	Save selected places into CallProof and/or build a visit route.	After selecting a set of good leads.
Save this search	Reuse the same query/category/location later.	Weekly prospecting in the same area.
Load previous search	Jump back to a saved search without retyping filters.	Repeat last week’s lead hunt.

Search for places

Places Search

Search fields

Field	Notes
Search	Keyword (for example “locksmith”, company name fragment)
Category	Place type from the category list (includes All)
Address	Center the search on an address (geocoded for lat/long)
Radius / Number of Results	Available in session defaults (for example up to 5–100+ miles and 20–1000 results); may be shown depending on UI mode
Hidden lat/long	Filled from your map/location or address geocode

Steps

1. Click the Search icon to open the Search panel.
2. Enter a Search keyword and/or choose a Category.
3. Optionally enter an Address to center the search.
4. Click Search.
5. Place pins appear on the map; browse results in the panel as shown.
6. Use Reset Filters to clear the form and start over.

Open a place and Add Contact

Add Contact from place

Purpose: Create a CallProof account from a Google/Places result.

Address (create): /map/place/contact_add/<google_place_id>/

Steps

1. Click a place pin (or result) on the map.
2. Review place/contact details in the side panel.
3. If it is new: click Add Contact.
4. CallProof creates the account and can open Update Account (/contacts/edit/<id>/).
5. If it already exists: use Contact Already Exist to open the linked account instead of creating a duplicate.

Tip: After adding, finish Info (Account Type, Sales Reps, phones) on Update Account so the lead is usable for calling and routing.

View existing account details on the map

When a place is already linked (or you select an account on the map):

1. Open the contact/account panel.
2. Review Contact Details, Last Notes, and Recent Activity (appointments, calls, emails counts as available).
3. Use tabs such as Notes, Phone Number, and Additional Email when shown.
4. Close the panel when finished.

Radius tool

Purpose: Draw a circle and work with places inside it.

Steps

1. Click the Radius icon (highlights when active).
2. Choose a radius size from the dropdown (for example 5 miles, 10 miles, 20 miles).
3. Click and drag on the map to draw the circle.
4. Review places listed in the Radius panel.
5. Add contacts, create a route, or use More Actions on the selection as needed.
6. Click Radius again to turn the tool off.

Lasso tool

Lasso

Purpose: Draw a freehand shape and select places inside it.

Steps

1. Click the Lasso control on the map (icon turns active/blue).
2. Click and drag to draw a shape around the pins you want.
3. Review the selected places in the Lasso panel (“Click and drag on the map to draw a shape!”).
4. Add to database, create a route, or continue refining the selection.
5. Click Lasso again to exit the tool.

Add to Database / Create Route / More Actions

Map More Actions

After you have selected places (search, radius, or lasso):

Add to Database

1. Open the info / More Actions menu.
2. Click Add to Database.
3. Selected places are added as CallProof accounts (as prompted).

Create Route

1. Click Create Route (or More Actions → route flow).
2. Enter Route Name (required, up to 64 characters).
3. (Managers) Optionally Assigned Users.
4. Choose:

• • Selected Accounts — only the ones you picked, or
  • All Accounts I've searched for — broader set from the search

1. Click Add Route, or Back to Map to cancel.
2. Continue on Routes if you need to optimize/print (/route/).

More Actions

1. 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).

Save this search

Save this search

Purpose: Name and store the current search settings so you can reload them later.

Address: /map/save_current_search/

Steps

1. Run a search you like.
2. In the Search panel, click Save this search.
3. Enter a Name the Search (at least 2 characters).
4. Click Save the Search.
5. Find it later under Load previous search or Places Saved Searches.

Load previous search

Load previous search

Purpose: Reload a saved search onto the map.

Steps

1. In the Search panel, click Load previous search.
2. Choose a Saved Search from the list.
3. Click Load this Search.
4. The map refreshes with that search’s settings/results.

Places Saved Searches (related list)

Screen title: Places Saved Searches Browser title: Map Saved Results Address: /map/places_saved_searches/

Places Saved Searches

What you see

Column	Notes
(avatar)	Who saved it
User	Owner
Search Name	Name you gave the search
Create Date	When it was saved
Actions	View in Map (owner), Delete (owner)

Header

• More Search — back to /map/places/
• Filter — User (managers), Sort, Start/End Date

Steps — open a saved search on the map

1. Open Places Saved Searches.
2. Click View in Map on your search.
3. Work the results on Find New Leads as usual.

Steps — delete a saved search

1. Click Delete (trash) on a search you own.
2. Confirm.
3. The saved search is removed.

Typical lead-gen workflow

1. Open /map/places/.
2. Search by keyword + category + address.
3. Click pins → Add Contact for the best leads.
4. Optional: use Radius or Lasso to grab a whole pocket of places.
5. Add to Database for the selection and/or Create Route for today’s visits.
6. Save this search if you will prospect here again.
7. Finish account details on Update Account; run the route from Routes

Tips and important notes

• Best results: set a clear Address (or map center) before searching.
• Prefer Category + keyword over a blank search.
• Always check Contact Already Exist before adding to avoid duplicates.
• Radius and Lasso are for selection; you still Add Contact / Add to Database / Create Route afterward.
• Saved search names need at least 2 characters.
• Create Route from the map feeds the same Routes module you already documented.
• If the map is blank after Search, confirm address geocode worked and zoom to the pins.
• Calendar icon on this screen may be disabled — use Search, Account, Route, Radius, and Lasso for day-to-day lead finding.

Need help?

• No places found: change keyword/category, widen area/address, try again
• Cannot add contact: place may be invalid or already linked — use Contact Already Exist
• Lasso/Radius empty: draw over pins that are already loaded from Search
• Saved search missing: open Places Saved Searches; only owners see View/Delete
• Route not created: enter Route Name; managers must pick assignees when required
• Other issues: email support@callproof.com