How do I use the Map view to plan field visits?
See your projects and opportunities on a map, then work a neighborhood from it.
Open Map from the sidebar. Every project and opportunity with an address shows up as a pin, clustered while you are zoomed out. Click one to open its details beside the map, with its address, stage, and a link to the record.
Finding something. The search button has two modes. Address jumps the map to any address or place. Workspace searches your own projects and opportunities by name, number, or address, and flies to the one you pick. The crosshair recenters on your own location, which shows as a blue dot.
Narrowing it down. The filter button chooses what is drawn: projects, opportunities, or both.
Adding a pin. Click Add Pin, then click the map where the property is. Coastline looks up the address for that spot and opens a panel to save it as an opportunity. The pin stays draggable until you do, so you can nudge it onto the right house.
Canvass is the version for knocking doors. Add Pin drops a pin at your location, you pick what happened, and the door keeps every knock your team makes there. See How do I record door knocks with Canvass?
Measuring. The ruler measures distance between points you click, for a rough lot frontage or a walk between two properties.
Storm tracking. The cloud icon switches the map to the storm map, which draws where hail fell and replays the radar. It is part of the Storm Data add-on.
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More in Contacts
How do I choose the default country for phone numbers?
Set your workspace country to choose the default calling code and the first country in phone menus.
How do I import contacts from a CSV?
Download the template, fill it in, and upload it from the Contacts page.
How do I import accounts, opportunities, vendors or contractors from a CSV?
Every list has an Import CSV button and its own template to fill in.
How do I merge duplicate contacts?
Combine two contacts into one, keeping all of their projects, messages, and history.