Question
When viewing a lead or a contact, I would like to update the address from my mobile app. How do I update the address? How do I get directions to visit my lead or contact?
Answer
To update the address of a lead or contact on the Sell mobile app
- Navigate to the card of the lead or contact in the mobile app.
- ClickEdit.
- Scroll to theAddressfield and manually enter the address information.
Alternatively, you can clickEdit from map.
- SelectingEdit from mapwill open Google maps and allow you to tap on the screen toSet this address.
检查街道、城市、州/地区邮政鳕鱼e, and country fields are correct.
- ClickDone.
The address should be visible under theDetailsof the lead or contact. You can tap on the address toGet Directionsthrough Google maps to your desired location. For more information, see the article:Using geolocation features from your mobile phone.
1 Comments
Hi Katie,
You could check an extension on Zendesk Sell Marketplace calledMapslywhich can geocode your Leads and Contacts based on the address field and display them on the Map. You can also download the Mapsly mobile app, build optimal routes and navigate to these contacts/leads using Google Maps, Apple Maps or Waze.
This tool also supports location tracking of your sales team, as well as configurable check-in buttons that can save visit notes/outcomes back to your Zendesk Sell account.
Pleasesign into leave a comment.