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| − | == Places Search ==
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| − |
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| − | === What is Places Search? ===
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| − |
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| − | Places Search finds businesses by name or keyword near you (or in your filtered area).
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Places]]''' → search bar (“Search for Places”)
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| − |
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| − | === Using Places Search ===
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| − |
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| − | # Open Places.
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| − | # Tap the search field.
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| − | # Enter a business name or keyword.
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| − | # Review matching results in the list.
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| − | # Clear the search to reset and show unfiltered/nearby results again.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Name / keyword search''' – Find businesses by text.
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| − | * '''Works with filters''' – Search applies within your category, radius, and location settings.
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| − | * '''Clear search''' – Reset the search text and reload.
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| − | * '''Persisted search key''' – Recent Places search text can be remembered for the session/device.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Places Filters ==
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| − |
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| − | === What are Places Filters? ===
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| − |
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| − | Places Filters narrow Google Places results by category, location, distance, size, and how many results to show.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Places]]''' → Filters
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| − |
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| − | === Using Places Filters ===
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| − |
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| − | # Open Places.
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| − | # Tap Filters.
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| − | # Set options such as:
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| − | #* '''Category''' — business type (for example 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.
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| − | # Clear one filter or clear all to reset.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Category''' – Primary location / Google place categories (single or multi-select depending on settings).
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| − | * '''Keyword''' – Additional text filter.
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| − | * '''Address / City / State / Zip''' – Search around a chosen location.
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| − | * '''Radius''' – Distance in miles from the search point.
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| − | * '''Max results''' – Cap how many places load.
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| − | * '''Employee size''' – Min/max employee filters when available.
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| − | * '''Annual sales''' – Revenue filters when available.
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| − | * '''Apply / Clear''' – Refresh results or reset filters.
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| − | * '''Saved with Saved Searches''' – Filter sets can be reused later.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Results List ==
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| − |
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| − | === What is Results List? ===
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| − |
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| − | The Results List shows matching places from search and filters, with name, address, and related info.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Places]]''' → main list (default Places screen)
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| − |
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| − | === Using Results List ===
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| − |
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| − | # Open Places after searching or filtering.
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| − | # Scroll the list of businesses.
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| − | # Pull down to refresh.
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| − | # Tap a row to open place actions (call, appointment, add to route, add to CallProof, more).
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| − | # Load more when additional pages are available.
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| − | # Open Map to see the same results as pins.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Place name and address''' – Core business identity.
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| − | * '''Related info''' – Extra details when returned by Google/CallProof.
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| − | * '''Row actions''' – Call, appointment, route, save, and more.
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| − | * '''Pull to refresh''' – Reload current results.
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| − | * '''Pagination''' – Load more pages when has-next-page is available.
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| − | * '''Empty state''' – Shown when no places match.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Places Map ==
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| − |
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| − | === What is Places Map? ===
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| − | Places Map shows result pins on Google Maps so you can visualise nearby businesses and act on them.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Places]]''' → '''Map''' (top navigation)
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| − |
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| − | === Using Places Map ===
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| − | # Open Places and load results.
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| − | # Tap '''Map'''.
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| − | # Move around the map to explore the area.
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| − | # Centre on yourself when location is available.
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| − | # Tap a pin for place details and actions.
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| − | # Use '''[[Lasso (on Map)|Lasso]]''' to select many places at once.
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| − | # Return to the list when finished.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Result pins''' – Places from your search/filters on the map.
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| − | * '''Pan / zoom''' – Explore the prospecting area.
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| − | * '''Centre on me''' – Jump to your current location.
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| − | * '''Pin tap''' – Open details and actions for one place.
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| − | * '''Lasso tool''' – Multi-select places in a drawn area.
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| − | * '''Location access''' – Better nearby and centre-on-me results.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Lasso (on Map) ==
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| − |
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| − | === What is Lasso? ===
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| − |
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| − | Lasso lets you draw around an area on the Places Map to select many businesses at once, then add them to CallProof contacts or a route.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Places]]''' → '''[[Places Map|Map]]''' → Lasso tool
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| − |
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| − | === Using Lasso ===
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| − | # Open Places Map.
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| − | # Tap the Lasso tool.
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| − | # Draw around the area you want.
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| − | # Review the selected places list.
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| − | # Tap '''Select All''' in that area if needed.
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| − | # Choose '''Add to Contacts''' to save as CallProof accounts, or '''Add to Route''' to add them as stops.
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| − | # If nothing is selected or places are already on the route, CallProof shows an alert.
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| − |
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| − | === Features include ===
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| − | * '''Draw selection''' – Freehand area around map pins.
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| − | * '''Selected places list''' – Review businesses inside the lasso.
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| − | * '''Select All''' – Select every place in the drawn area.
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| − | * '''Add to Contacts''' – Bulk-save as CallProof accounts.
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| − | * '''Add to Route''' – Bulk-add as route stops.
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| − | * '''Count badge''' – Shows how many places are selected.
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| − | * '''Alerts''' – No places selected, or already added to route.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Add to CallProof (Contacts) ==
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| − | === What is Add to CallProof (Contacts)? ===
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| − | Add to CallProof saves a Google place as a CallProof account so you can track calls, visits, notes, and follow-ups.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Places]]''' / '''[[Places Map]]''' → place actions → Add to CallProof / Add to Contacts
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| − | or '''[[Lasso (on Map)]]''' → Add to Contacts
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| − |
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| − | === Using Add to CallProof (Contacts) ===
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| − | # Find a place in the list or on the map.
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| − | # Tap Add to CallProof / Add to Contacts.
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| − | # Complete any required account fields if prompted.
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| − | # Save.
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| − | # Open the new account later from '''[[Accounts]]''' for full CRM actions.
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| − |
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| − | === Features include ===
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| − | * '''Single place save''' – Convert one prospect into an account.
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| − | * '''Bulk save via Lasso''' – Add many places as contacts at once.
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| − | * '''Account tracking''' – Enables calls, visits, notes, tasks, and history.
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| − | * '''Field prospecting''' – Capture leads while you are on site.
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| − |
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| − | <div style="clear: both;"></div>
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| − | ----
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| − |
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| − | == Add to Route from Places ==
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| − | === What is Add to Route from Places? ===
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| − | Add to Route adds one or more Places businesses to your '''[[Current Route]]''' for planned visits.
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| − |
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| − | === How to navigate ===
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| − | '''[[Places]]''' / map pin → Add to Route
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| − | or '''[[Lasso (on Map)]]''' → Add to Route
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| − |
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| − | === Using Add to Route from Places ===
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| − | # Select a place (or lasso several).
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| − | # Tap '''Add to Route'''.
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| − | # Confirm success, or read alerts if already added / route is full.
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| − | # Open '''[[Routes]]''' to optimise, save, or navigate the stops.
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| − |
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| − | === Features include ===
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| − | * '''Single add''' – One place → one route stop.
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| − | * '''Bulk add (Lasso)''' – Multiple places → multiple stops.
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| − | * '''Current Route update''' – Stops appear in Routes.
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| − | * '''Duplicate / limit alerts''' – Warns when already on route or capacity is reached.
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| − | * '''Works with Optimise''' – Reorder the new stops in Routes afterward.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Call place ==
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| − | === What is Call place? ===
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| − | Call place dials the business phone number from Places when a number is available.
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| − |
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| − | === How to navigate ===
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| − | '''[[Places]]''' / map pin → Call
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| − |
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| − | === Using Call place ===
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| − | # Open a place with a phone number.
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| − | # Tap '''Call'''.
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| − | # If Twilio / CallProof Voice is enabled, the call may use Twilio; otherwise the device dialer can open.
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| − | # Complete the call.
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| − | # If no number exists, Call is unavailable for that place.
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| − |
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| − | === Features include ===
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| − | * '''Call action''' – Quick dial from list or map.
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| − | * '''Twilio when enabled''' – Uses CallProof Voice if configured.
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| − | * '''Native fallback''' – Device dialer when Twilio is not available.
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| − | * '''Number required''' – Only works when Google/CallProof has a phone number.
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| − | <div style="clear: both;"></div>
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| − | ----
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| − |
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| − | == Appointment from Places ==
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| − | === What is Appointment from Places? ===
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| − | Appointment from Places starts a check-in / appointment at a prospect location while you are in the field.
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| − |
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| − | === How to navigate ===
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| − | '''[[Places]]''' / map pin → Appointment
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| − |
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| − | === Using Appointment from Places ===
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| − | # Open a place.
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| − | # Tap '''Appointment'''.
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| − | # Confirm “Do you want to start an appointment with [place]?”
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| − | # If an appointment is already active, CallProof asks whether to end it first.
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| − | # After starting, continue with visit/event-form flows as configured.
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| − | # End the appointment when the visit is finished.
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| − | === Features include ===
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| − | * '''Start appointment''' – Begin a visit at the place.
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| − | * '''Active appointment check''' – Prompts to end an existing appointment first.
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| − | * '''Location captured''' – Uses your coordinates when starting.
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| − | * '''Event form link''' – Can attach configured event form data for the visit.
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| − | * '''Places-specific start''' – Uses place ID for the appointment record.
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| − | <div style="clear: both;"></div>
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| − | ----
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| − |
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| − | == More Options (Places) ==
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| − | === What are More Options (Places)? ===
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| − | More Options are extra actions on a place—such as add to CallProof, event forms, directions, and other contact-style tools when the place is linked.
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| − |
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| − | === How to navigate ===
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| − | '''[[Places]]''' / map pin → More / overflow menu
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| − |
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| − | === Using More Options (Places) ===
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| − | # Tap a place.
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| − | # Open More / additional actions.
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| − | # Choose an option such as:
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| − | #* Add to CallProof
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| − | #* Event forms
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| − | #* Directions
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| − | #* Other account/contact tools when the place is already linked
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| − | # Complete the action and return to Places.
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| − |
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| − | === Features include ===
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| − | * '''Add to CallProof''' – Save the prospect as an account.
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| − | * '''Event forms''' – Submit field forms when available.
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| − | * '''Directions''' – Navigate to the business.
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| − | * '''Contact-style options''' – Extra tools after the place is linked to CallProof.
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| − | * '''Context menu''' – Keeps primary actions (call, appointment, route) quick while offering extras here.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Saved Searches ==
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| − | === What are Saved Searches? ===
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| − | Saved Searches store Places filter/search settings so you can reuse the same prospecting query later on mobile or web.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Places]]''' → Filters / saved search options
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| − | (also available on CallProof web when configured)
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| − |
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| − | === Using Saved Searches ===
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| − | # Set your search and filters the way you want.
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| − | # Save the search with a name (when the save option is available).
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| − | # Later, open Saved Searches and select it.
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| − | # Places reloads with those filters applied.
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| − | # Clear or update saved searches as needed.
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| − |
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| − | === Features include ===
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| − | * '''Save filter set''' – Keep category, location, radius, and related settings.
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| − | * '''Reuse later''' – Fast reload of common prospecting queries.
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| − | * '''Mobile and web''' – Saved searches can be used across CallProof when synced.
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| − | * '''Consistent prospecting''' – Same targeting for weekly territory work.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Refresh / Load More ==
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| − | === What is Refresh / Load More? ===
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| − | Refresh reloads the current Places results. Load More fetches the next page of Google Places results when available.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Places]]''' → pull down to refresh
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| − | Scroll to the end → load more when next page exists
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| − |
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| − | === Using Refresh / Load More ===
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| − |
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| − | # Open Places with results showing.
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| − | # Pull down on the list to refresh.
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| − | # Scroll to the bottom to load more pages when available.
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| − | # New places append to the list / map pins.
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| − | # Adjust search or filters if you need a different set.
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| − |
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| − | === Features include ===
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| − | * '''Pull to refresh''' – Reload current search/filter results.
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| − | * '''Pagination / next page''' – Uses next-page token when Google returns more.
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| − | * '''Append results''' – Additional places added without losing the current list.
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| − | * '''Works with search + filters''' – Refresh and paging use your active query.
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| − |
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| − | <div style="clear: both;"></div>
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