Difference between revisions of "Places"

From docs
Jump to: navigation, search
Line 1: Line 1:
−
Path: [[Callproof Support]] - [[Website]] - [[Maps]] - [[Places]]
+
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]]
  
−
[[File:places.png|200px|thumb|right|Places Map]]
+
== Places ==
−
[[File:places_markeded.png|200px|thumb|right|Places Map]]
 
  
−
== What is 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.
+
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.
  
−
== Using Places ==
+
=== 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
 +
 
 +
=== 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.
 +
 
 +
<div style="clear: both;"></div>
 +
 
 +
----
 +
 
 +
== Places Search ==
 +
 
 +
=== What is Places Search? ===
 +
 
 +
Places Search finds businesses by name or keyword near you (or in your filtered area).
 +
 
 +
=== How to navigate ===
 +
 
 +
'''[[Places]]''' → search bar (“Search for Places”)
 +
 
 +
=== Using Places Search ===
 +
 
 +
# Open Places.
 +
# Tap the search field.
 +
# Enter a business name or keyword.
 +
# Review matching results in the list.
 +
# Clear the search to reset and show unfiltered/nearby results again.
 +
 
 +
=== Features include ===
 +
 
 +
* '''Name / keyword search''' – Find businesses by text.
 +
* '''Works with filters''' – Search applies within your category, radius, and location settings.
 +
* '''Clear search''' – Reset the search text and reload.
 +
* '''Persisted search key''' – Recent Places search text can be remembered for the session/device.
 +
 
 +
<div style="clear: both;"></div>
 +
 
 +
----
 +
 
 +
== Places Filters ==
 +
 
 +
=== What are Places Filters? ===
 +
 
 +
Places Filters narrow Google Places results by category, location, distance, size, and how many results to show.
 +
 
 +
=== How to navigate ===
 +
 
 +
'''[[Places]]''' → Filters
 +
 
 +
=== Using Places Filters ===
 +
 
 +
# Open Places.
 +
# Tap Filters.
 +
# Set options such as:
 +
#* '''Category''' — business type (for example 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 one filter or clear all to reset.
 +
 
 +
=== Features include ===
 +
 
 +
* '''Category''' – Primary location / Google place categories (single or multi-select depending on settings).
 +
* '''Keyword''' – Additional text filter.
 +
* '''Address / City / State / Zip''' – Search around a chosen location.
 +
* '''Radius''' – Distance in miles from the search point.
 +
* '''Max results''' – Cap how many places load.
 +
* '''Employee size''' – Min/max employee filters when available.
 +
* '''Annual sales''' – Revenue filters when available.
 +
* '''Apply / Clear''' – Refresh results or reset filters.
 +
* '''Saved with Saved Searches''' – Filter sets can be reused later.
 +
 
 +
<div style="clear: both;"></div>
 +
 
 +
----
 +
 
 +
== Results List ==
 +
 
 +
=== What is Results List? ===
 +
 
 +
The Results List shows matching places from search and filters, with name, address, and related info.
 +
 
 +
=== How to navigate ===
 +
 
 +
'''[[Places]]''' → main list (default Places screen)
 +
 
 +
=== Using Results List ===
 +
 
 +
# Open Places after searching or filtering.
 +
# Scroll the list of businesses.
 +
# Pull down to refresh.
 +
# Tap a row to open place actions (call, appointment, add to route, add to CallProof, more).
 +
# Load more when additional pages are available.
 +
# Open Map to see the same results as pins.
 +
 
 +
=== Features include ===
 +
 
 +
* '''Place name and address''' – Core business identity.
 +
* '''Related info''' – Extra details when returned by Google/CallProof.
 +
* '''Row actions''' – Call, appointment, route, save, and more.
 +
* '''Pull to refresh''' – Reload current results.
 +
* '''Pagination''' – Load more pages when has-next-page is available.
 +
* '''Empty state''' – Shown when no places match.
 +
 
 +
<div style="clear: both;"></div>
 +
 
 +
----
 +
 
 +
== Places Map ==
 +
 
 +
=== What is Places Map? ===
 +
 
 +
Places Map shows result pins on Google Maps so you can visualise nearby businesses and act on them.
 +
 
 +
=== How to navigate ===
 +
 
 +
'''[[Places]]''' → '''Map''' (top navigation)
 +
 
 +
=== Using Places Map ===
 +
 
 +
# Open Places and load results.
 +
# Tap '''Map'''.
 +
# Move around the map to explore the area.
 +
# Centre on yourself when location is available.
 +
# Tap a pin for place details and actions.
 +
# Use '''[[Lasso (on Map)|Lasso]]''' to select many places at once.
 +
# Return to the list when finished.
 +
 
 +
=== Features include ===
 +
 
 +
* '''Result pins''' – Places from your search/filters on the map.
 +
* '''Pan / zoom''' – Explore the prospecting area.
 +
* '''Centre on me''' – Jump to your current location.
 +
* '''Pin tap''' – Open details and actions for one place.
 +
* '''Lasso tool''' – Multi-select places in a drawn area.
 +
* '''Location access''' – Better nearby and centre-on-me results.
 +
 
 +
<div style="clear: both;"></div>
 +
 
 +
----
 +
 
 +
== Lasso (on Map) ==
 +
 
 +
=== What is Lasso? ===
 +
 
 +
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.
 +
 
 +
=== How to navigate ===
 +
 
 +
'''[[Places]]''' → '''[[Places Map|Map]]''' → Lasso tool
 +
 
 +
=== Using Lasso ===
 +
 
 +
# Open Places Map.
 +
# Tap the Lasso tool.
 +
# Draw around the area you want.
 +
# Review the selected places list.
 +
# Tap '''Select All''' in that area if needed.
 +
# Choose '''Add to Contacts''' to save as CallProof accounts, or '''Add to Route''' to add them as stops.
 +
# If nothing is selected or places are already on the route, CallProof shows an alert.
 +
 
 +
=== Features include ===
 +
 
 +
* '''Draw selection''' – Freehand area around map pins.
 +
* '''Selected places list''' – Review businesses inside the lasso.
 +
* '''Select All''' – Select every place in the drawn area.
 +
* '''Add to Contacts''' – Bulk-save as CallProof accounts.
 +
* '''Add to Route''' – Bulk-add as route stops.
 +
* '''Count badge''' – Shows how many places are selected.
 +
* '''Alerts''' – No places selected, or already added to route.
 +
 
 +
<div style="clear: both;"></div>
 +
 
 +
----
 +
 
 +
== Add to CallProof (Contacts) ==
 +
 
 +
=== What is Add to CallProof (Contacts)? ===
 +
 
 +
Add to CallProof saves a Google place as a CallProof account so you can track calls, visits, notes, and follow-ups.
 +
 
 +
=== How to navigate ===
 +
 
 +
'''[[Places]]''' / '''[[Places Map]]''' → place actions → Add to CallProof / Add to Contacts 
 +
or '''[[Lasso (on Map)]]''' → Add to Contacts
 +
 
 +
=== Using Add to CallProof (Contacts) ===
 +
 
 +
# Find a place in the list or on the map.
 +
# Tap Add to CallProof / Add to Contacts.
 +
# Complete any required account fields if prompted.
 +
# Save.
 +
# Open the new account later from '''[[Accounts]]''' for full CRM actions.
 +
 
 +
=== Features include ===
 +
 
 +
* '''Single place save''' – Convert one prospect into an account.
 +
* '''Bulk save via Lasso''' – Add many places as contacts at once.
 +
* '''Account tracking''' – Enables calls, visits, notes, tasks, and history.
 +
* '''Field prospecting''' – Capture leads while you are on site.
 +
 
 +
<div style="clear: both;"></div>
 +
 
 +
----
 +
 
 +
== Add to Route from Places ==
 +
 
 +
=== What is Add to Route from Places? ===
 +
 
 +
Add to Route adds one or more Places businesses to your '''[[Current Route]]''' for planned visits.
 +
 
 +
=== How to navigate ===
 +
 
 +
'''[[Places]]''' / map pin → Add to Route 
 +
or '''[[Lasso (on Map)]]''' → Add to Route
 +
 
 +
=== Using Add to Route from Places ===
 +
 
 +
# Select a place (or lasso several).
 +
# Tap '''Add to Route'''.
 +
# Confirm success, or read alerts if already added / route is full.
 +
# Open '''[[Routes]]''' to optimise, save, or navigate the stops.
 +
 
 +
=== Features include ===
 +
 
 +
* '''Single add''' – One place → one route stop.
 +
* '''Bulk add (Lasso)''' – Multiple places → multiple stops.
 +
* '''Current Route update''' – Stops appear in Routes.
 +
* '''Duplicate / limit alerts''' – Warns when already on route or capacity is reached.
 +
* '''Works with Optimise''' – Reorder the new stops in Routes afterward.
 +
 
 +
<div style="clear: both;"></div>
 +
 
 +
----
 +
 
 +
== Call place ==
 +
 
 +
=== What is Call place? ===
 +
 
 +
Call place dials the business phone number from Places when a number is available.
 +
 
 +
=== How to navigate ===
 +
 
 +
'''[[Places]]''' / map pin → Call
 +
 
 +
=== Using Call place ===
 +
 
 +
# Open a place with a phone number.
 +
# Tap '''Call'''.
 +
# If Twilio / CallProof Voice is enabled, the call may use Twilio; otherwise the device dialer can open.
 +
# Complete the call.
 +
# If no number exists, Call is unavailable for that place.
 +
 
 +
=== Features include ===
 +
 
 +
* '''Call action''' – Quick dial from list or map.
 +
* '''Twilio when enabled''' – Uses CallProof Voice if configured.
 +
* '''Native fallback''' – Device dialer when Twilio is not available.
 +
* '''Number required''' – Only works when Google/CallProof has a phone number.
 +
 
 +
<div style="clear: both;"></div>
 +
 
 +
----
 +
 
 +
== Appointment from Places ==
 +
 
 +
=== What is Appointment from Places? ===
 +
 
 +
Appointment from Places starts a check-in / appointment at a prospect location while you are in the field.
 +
 
 +
=== How to navigate ===
 +
 
 +
'''[[Places]]''' / map pin → Appointment
 +
 
 +
=== Using Appointment from Places ===
 +
 
 +
# Open a place.
 +
# Tap '''Appointment'''.
 +
# Confirm “Do you want to start an appointment with [place]?”
 +
# If an appointment is already active, CallProof asks whether to end it first.
 +
# After starting, continue with visit/event-form flows as configured.
 +
# End the appointment when the visit is finished.
 +
 
 +
=== Features include ===
 +
 
 +
* '''Start appointment''' – Begin a visit at the place.
 +
* '''Active appointment check''' – Prompts to end an existing appointment first.
 +
* '''Location captured''' – Uses your coordinates when starting.
 +
* '''Event form link''' – Can attach configured event form data for the visit.
 +
* '''Places-specific start''' – Uses place ID for the appointment record.
 +
 
 +
<div style="clear: both;"></div>
 +
 
 +
----
 +
 
 +
== More Options (Places) ==
 +
 
 +
=== What are More Options (Places)? ===
 +
 
 +
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.
 +
 
 +
=== How to navigate ===
  
−
* Open the Places tab.
+
'''[[Places]]''' / map pin → More / overflow menu
−
* 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) ==
+
=== Using More Options (Places) ===
  
−
'''1. Search'''
+
# Tap a place.
 +
# Open More / additional actions.
 +
# Choose an option such as:
 +
#* Add to CallProof
 +
#* Event forms
 +
#* Directions
 +
#* Other account/contact tools when the place is already linked
 +
# Complete the action and return to Places.
  
−
Search by business name or keyword. Matches show nearby (or in your filtered area). Clear the search to reset.
+
=== Features include ===
  
−
'''2. Filters'''
+
* '''Add to CallProof''' – Save the prospect as an account.
 +
* '''Event forms''' – Submit field forms when available.
 +
* '''Directions''' – Navigate to the business.
 +
* '''Contact-style options''' – Extra tools after the place is linked to CallProof.
 +
* '''Context menu''' – Keeps primary actions (call, appointment, route) quick while offering extras here.
  
−
Narrow results with:
+
<div style="clear: both;"></div>
−
* 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'''
+
== Saved Searches ==
  
−
Shows matching places with name, address, and related info. Pull to refresh. Tap a row for more actions.
+
=== What are Saved Searches? ===
  
−
'''4. Map'''
+
Saved Searches store Places filter/search settings so you can reuse the same prospecting query later on mobile or web.
  
−
Opens Places Map with pins for results. Move around, centre on yourself, and tap pins for details.
+
=== How to navigate ===
  
−
'''5. Lasso (on Map)'''
+
'''[[Places]]''' → Filters / saved search options 
 +
(also available on CallProof web when configured)
  
−
Draw around an area to select many places. Select all in that area, then:
+
=== Using Saved Searches ===
−
* Add to Contacts — save as CallProof accounts
 
−
* Add to Route — add them as route stops
 
  
−
'''6. Add to CallProof (Contacts)'''
+
# Set your search and filters the way you want.
 +
# Save the search with a name (when the save option is available).
 +
# Later, open Saved Searches and select it.
 +
# Places reloads with those filters applied.
 +
# Clear or update saved searches as needed.
  
−
Save a business as an account so you can track calls, visits, notes, and follow-ups.
+
=== Features include ===
  
−
'''7. Add to Route'''
+
* '''Save filter set''' – Keep category, location, radius, and related settings.
 +
* '''Reuse later''' – Fast reload of common prospecting queries.
 +
* '''Mobile and web''' – Saved searches can be used across CallProof when synced.
 +
* '''Consistent prospecting''' – Same targeting for weekly territory work.
  
−
Add one or more places to your current route for planned visits.
+
<div style="clear: both;"></div>
  
−
'''8. Call'''
+
----
  
−
Call the place from the app when a phone number is available (including Twilio if enabled).
+
== Refresh / Load More ==
  
−
'''9. Appointment'''
+
=== What is Refresh / Load More? ===
  
−
Start an appointment/check-in at that place. If one is already active, you'll be asked to end it first.
+
Refresh reloads the current Places results. Load More fetches the next page of Google Places results when available.
  
−
'''10. More Options'''
+
=== How to navigate ===
  
−
Extra actions such as adding to CallProof, event forms, directions, and other contact-style options when the place is linked.
+
'''[[Places]]''' → pull down to refresh 
 +
Scroll to the end → load more when next page exists
  
−
'''11. Saved Searches'''
+
=== Using Refresh / Load More ===
  
−
Save filter/search settings and reuse them later on mobile or web.
+
# Open Places with results showing.
 +
# Pull down on the list to refresh.
 +
# Scroll to the bottom to load more pages when available.
 +
# New places append to the list / map pins.
 +
# Adjust search or filters if you need a different set.
  
−
'''12. Refresh/Load More'''
+
=== Features include ===
  
−
Pull to refresh. Load more pages when available to see additional results.
+
* '''Pull to refresh''' – Reload current search/filter results.
 +
* '''Pagination / next page''' – Uses next-page token when Google returns more.
 +
* '''Append results''' – Additional places added without losing the current list.
 +
* '''Works with search + filters''' – Refresh and paging use your active query.
  
 
<div style="clear: both;"></div>
 
<div style="clear: both;"></div>

Revision as of 07:58, 22 July 2026

Path: Callproof Support > Website > Maps > Places

CallProof Mobile App Places Map
CallProof Mobile App Places Map

Contents

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.

How to navigate

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

  1. Open the Places tab.
  2. Use Search or Filters (category, address/zip, radius, and more).
  3. Review results in the Results List, or open the Map to see them on Google Maps.
  4. Tap a place for options: call, appointment, add to route, add to CallProof, and more.
  5. On the map, use Lasso to select several places at once and add them to contacts or a route.
  6. Pull to refresh or load more pages when available.
  7. Optionally reuse Saved Searches for filters you use often.

Features include

Places Search

What is Places Search?

Places Search finds businesses by name or keyword near you (or in your filtered area).

How to navigate

Places → search bar (“Search for Places”)

Using Places Search

  1. Open Places.
  2. Tap the search field.
  3. Enter a business name or keyword.
  4. Review matching results in the list.
  5. Clear the search to reset and show unfiltered/nearby results again.

Features include

  • Name / keyword search – Find businesses by text.
  • Works with filters – Search applies within your category, radius, and location settings.
  • Clear search – Reset the search text and reload.
  • Persisted search key – Recent Places search text can be remembered for the session/device.

Places Filters

What are Places Filters?

Places Filters narrow Google Places results by category, location, distance, size, and how many results to show.

How to navigate

Places → Filters

Using Places Filters

  1. Open Places.
  2. Tap Filters.
  3. Set options such as:
    • Category — business type (for example 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
  4. Apply filters to refresh the list.
  5. Clear one filter or clear all to reset.

Features include

  • Category – Primary location / Google place categories (single or multi-select depending on settings).
  • Keyword – Additional text filter.
  • Address / City / State / Zip – Search around a chosen location.
  • Radius – Distance in miles from the search point.
  • Max results – Cap how many places load.
  • Employee size – Min/max employee filters when available.
  • Annual sales – Revenue filters when available.
  • Apply / Clear – Refresh results or reset filters.
  • Saved with Saved Searches – Filter sets can be reused later.

Results List

What is Results List?

The Results List shows matching places from search and filters, with name, address, and related info.

How to navigate

Places → main list (default Places screen)

Using Results List

  1. Open Places after searching or filtering.
  2. Scroll the list of businesses.
  3. Pull down to refresh.
  4. Tap a row to open place actions (call, appointment, add to route, add to CallProof, more).
  5. Load more when additional pages are available.
  6. Open Map to see the same results as pins.

Features include

  • Place name and address – Core business identity.
  • Related info – Extra details when returned by Google/CallProof.
  • Row actions – Call, appointment, route, save, and more.
  • Pull to refresh – Reload current results.
  • Pagination – Load more pages when has-next-page is available.
  • Empty state – Shown when no places match.

Places Map

What is Places Map?

Places Map shows result pins on Google Maps so you can visualise nearby businesses and act on them.

How to navigate

Places → Map (top navigation)

Using Places Map

  1. Open Places and load results.
  2. Tap Map.
  3. Move around the map to explore the area.
  4. Centre on yourself when location is available.
  5. Tap a pin for place details and actions.
  6. Use Lasso to select many places at once.
  7. Return to the list when finished.

Features include

  • Result pins – Places from your search/filters on the map.
  • Pan / zoom – Explore the prospecting area.
  • Centre on me – Jump to your current location.
  • Pin tap – Open details and actions for one place.
  • Lasso tool – Multi-select places in a drawn area.
  • Location access – Better nearby and centre-on-me results.

Lasso (on Map)

What is Lasso?

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.

How to navigate

Places → Map → Lasso tool

Using Lasso

  1. Open Places Map.
  2. Tap the Lasso tool.
  3. Draw around the area you want.
  4. Review the selected places list.
  5. Tap Select All in that area if needed.
  6. Choose Add to Contacts to save as CallProof accounts, or Add to Route to add them as stops.
  7. If nothing is selected or places are already on the route, CallProof shows an alert.

Features include

  • Draw selection – Freehand area around map pins.
  • Selected places list – Review businesses inside the lasso.
  • Select All – Select every place in the drawn area.
  • Add to Contacts – Bulk-save as CallProof accounts.
  • Add to Route – Bulk-add as route stops.
  • Count badge – Shows how many places are selected.
  • Alerts – No places selected, or already added to route.

Add to CallProof (Contacts)

What is Add to CallProof (Contacts)?

Add to CallProof saves a Google place as a CallProof account so you can track calls, visits, notes, and follow-ups.

How to navigate

Places / Places Map → place actions → Add to CallProof / Add to Contacts or Lasso (on Map) → Add to Contacts

Using Add to CallProof (Contacts)

  1. Find a place in the list or on the map.
  2. Tap Add to CallProof / Add to Contacts.
  3. Complete any required account fields if prompted.
  4. Save.
  5. Open the new account later from Accounts for full CRM actions.

Features include

  • Single place save – Convert one prospect into an account.
  • Bulk save via Lasso – Add many places as contacts at once.
  • Account tracking – Enables calls, visits, notes, tasks, and history.
  • Field prospecting – Capture leads while you are on site.

Add to Route from Places

What is Add to Route from Places?

Add to Route adds one or more Places businesses to your Current Route for planned visits.

How to navigate

Places / map pin → Add to Route or Lasso (on Map) → Add to Route

Using Add to Route from Places

  1. Select a place (or lasso several).
  2. Tap Add to Route.
  3. Confirm success, or read alerts if already added / route is full.
  4. Open Routes to optimise, save, or navigate the stops.

Features include

  • Single add – One place → one route stop.
  • Bulk add (Lasso) – Multiple places → multiple stops.
  • Current Route update – Stops appear in Routes.
  • Duplicate / limit alerts – Warns when already on route or capacity is reached.
  • Works with Optimise – Reorder the new stops in Routes afterward.

Call place

What is Call place?

Call place dials the business phone number from Places when a number is available.

How to navigate

Places / map pin → Call

Using Call place

  1. Open a place with a phone number.
  2. Tap Call.
  3. If Twilio / CallProof Voice is enabled, the call may use Twilio; otherwise the device dialer can open.
  4. Complete the call.
  5. If no number exists, Call is unavailable for that place.

Features include

  • Call action – Quick dial from list or map.
  • Twilio when enabled – Uses CallProof Voice if configured.
  • Native fallback – Device dialer when Twilio is not available.
  • Number required – Only works when Google/CallProof has a phone number.

Appointment from Places

What is Appointment from Places?

Appointment from Places starts a check-in / appointment at a prospect location while you are in the field.

How to navigate

Places / map pin → Appointment

Using Appointment from Places

  1. Open a place.
  2. Tap Appointment.
  3. Confirm “Do you want to start an appointment with [place]?”
  4. If an appointment is already active, CallProof asks whether to end it first.
  5. After starting, continue with visit/event-form flows as configured.
  6. End the appointment when the visit is finished.

Features include

  • Start appointment – Begin a visit at the place.
  • Active appointment check – Prompts to end an existing appointment first.
  • Location captured – Uses your coordinates when starting.
  • Event form link – Can attach configured event form data for the visit.
  • Places-specific start – Uses place ID for the appointment record.

More Options (Places)

What are More Options (Places)?

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.

How to navigate

Places / map pin → More / overflow menu

Using More Options (Places)

  1. Tap a place.
  2. Open More / additional actions.
  3. Choose an option such as:
    • Add to CallProof
    • Event forms
    • Directions
    • Other account/contact tools when the place is already linked
  4. Complete the action and return to Places.

Features include

  • Add to CallProof – Save the prospect as an account.
  • Event forms – Submit field forms when available.
  • Directions – Navigate to the business.
  • Contact-style options – Extra tools after the place is linked to CallProof.
  • Context menu – Keeps primary actions (call, appointment, route) quick while offering extras here.

Saved Searches

What are Saved Searches?

Saved Searches store Places filter/search settings so you can reuse the same prospecting query later on mobile or web.

How to navigate

Places → Filters / saved search options (also available on CallProof web when configured)

Using Saved Searches

  1. Set your search and filters the way you want.
  2. Save the search with a name (when the save option is available).
  3. Later, open Saved Searches and select it.
  4. Places reloads with those filters applied.
  5. Clear or update saved searches as needed.

Features include

  • Save filter set – Keep category, location, radius, and related settings.
  • Reuse later – Fast reload of common prospecting queries.
  • Mobile and web – Saved searches can be used across CallProof when synced.
  • Consistent prospecting – Same targeting for weekly territory work.

Refresh / Load More

What is Refresh / Load More?

Refresh reloads the current Places results. Load More fetches the next page of Google Places results when available.

How to navigate

Places → pull down to refresh Scroll to the end → load more when next page exists

Using Refresh / Load More

  1. Open Places with results showing.
  2. Pull down on the list to refresh.
  3. Scroll to the bottom to load more pages when available.
  4. New places append to the list / map pins.
  5. Adjust search or filters if you need a different set.

Features include

  • Pull to refresh – Reload current search/filter results.
  • Pagination / next page – Uses next-page token when Google returns more.
  • Append results – Additional places added without losing the current list.
  • Works with search + filters – Refresh and paging use your active query.
Retrieved from "http://docs.callproof.com/index.php?title=Places&oldid=3210"