LeadSquared’s Near Me Feature

1. Feature Overview

From the LeadSquared mobile app, through Leads – Near Me, you can view all the leads present within a 5-kilometre radius from your location. This helps you plan your journey for the days when you have to meet leads to complete various tasks (Meetings, KYC Verifications, etc.) and activities (Sales Activities, Home Visits, etc.).

LeadSquared's Near Me Feature

Additionally, through Explore – Near Me, you can also view businesses located within a 5-kilometre radius. This helps you save time when identifying and reaching out to potential customers. For e.g., a salesperson can use this feature to identify all the supermarkets present in HSR Layout, Bangalore. You can also save this business as a lead.

LeadSquared's Near Me Feature

 

2. Prerequisites

  • You must be an Administrator User in order to configure this feature.
  • Install and configure the Location Tracking Features App.
  • To accurately display leads near you, leads must contain valid data in the Address field.
  • Users must have the LeadSquared app installed on their mobile devices, and location permission access must be enabled. To know more, please refer to Location Tracking on LeadSquared Mobile.
  • In order to use the Explore – Near Me feature, you must –

 

3. Leads – Near Me

To view the leads near you –

  1. Open the LeadSquared mobile app, tap Mobile App Menu, and then tap Near Me.
    • Alternatively, from the top-right corner, tap Leads Near Me Icon.
  2. On the Near Me screen, the Leads view is displayed by default.
  3. Under Leads, you can view the list of leads near you.
    •  To view the following options, tap Three dots menu
      • Change Location – Tap to change the location in which you’re searching for leads.
      • Add New Lead – Tap to add a new lead from the Near Me screen.
      • Settings – Tap to enable/disable the Cluster View for leads.
    • To increase the search radius, tap the default value of 750m, and select the new radius from the available options.
  4. To view the lead’s details, tap Leads Near Me Icon. Additionally, tap Leads Menu to perform the following actions on the lead –
    • Add Activity
    • Add Task
    • Add Opportunity

Leads Near Me

 

4. Explore – Near Me

To view businesses near you –

  1. Open the LeadSquared mobile app, tap Mobile App Menu, and then tap Near Me.
    • Alternatively, from the top-right corner, tap Leads Near Me Icon.
  2. On the Near Me screen, tap Explore.
  3. If you’ve already saved Explore Keywords (Schools, Pharmacies, etc.), tap an existing word.
  4. Else, from the top-right corner, tap LeadSquared Mobile App Search, and search for the business type you’re looking for.
  5. Tap Explore Near Me on the relevant business type to perform the following actions –
    • Tap Phone Call Explore Near Me to call the business. This will work only if they’ve updated their number on Google.
    • Save as Lead – Tap to save this business as a lead.
    • Directions – Tap to view directions to the business location through Google Maps.
  6. To increase the search radius, tap the default value of 750m, and select the new radius from the available options.
Note: To show search suggestions to your users (e.g., when they type “Hos”, the search results will show a list of all the places that contain the words “Hos” in their title, like Hosmat Hospital, Manipal Hospital, etc.), enable the Explore – Suggestive Search Additional Setting.

Leads Near Me

You can also search for businesses outside of the radius defined. To do this, move the screen outside the blue circle, and tap Search this area.

Leads Near Me

Additionally, all existing pins on Google Maps will show up by default. You can tap on these pins to view details about the business.

LeadSquared Near Me

 

Any Questions?

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