Overview
Map view plots the properties in your pipeline geographically, so you can see where your leads actually are.
Each pin is colour-coded by the lead's status, and you can open a property from the map or drop into street view to look at the house.
Steps
Step 1: Open the pipeline
Open the pipeline whose leads you want to see.
Map view shows the properties in the pipeline you are currently in.
Step 2: Click the map view button
Click the map view button.
All the properties in that pipeline appear as pins.
Step 3: Zoom in and out
Zoom in and out to move between an overview of your market and a single street.
Step 4: Open a property
Click a pin to see that property's details, including:
Property details
Acquisition timeline
Custom fields
Step 5: Read the pin colours
Each pin takes the colour of the lead's current status. A pin's colour tells you where that lead stands without opening it.
Step 6: Use street view
To look at a property more closely, drag and drop onto it to switch to street view.
Important Notes
Map view is pipeline-scoped. You are seeing the pipeline you are in, not every lead on the account. If a property is missing, check which pipeline you are viewing.
Pin colours come from your status colours. Map view is only as readable as your status colour scheme — if several statuses share similar colours, the map tells you very little at a glance.
This is the view for planning a driving route or a door-knocking day. Seeing which leads cluster together is something no list or board can show you.
Street view lets you look at the house before you call. Condition, occupancy, whether it is what the seller described.
Map, grid, and list each do different jobs. Status customization is a grid-view function; the dialer and bulk actions are list-view functions; geography is map view.
A property will only appear if it has an address that can be placed on a map.
Troubleshooting
A property is not appearing on the map
Check which pipeline you are in — map view only shows the current pipeline. Also check the property has a full, correct address.
All your pins look the same colour
Pin colour follows status colour. Set distinct colours on your statuses so the map is readable.
You cannot find the map view button
It sits with the other view options on the pipeline.
You cannot get into street view
Drag and drop onto the property you want to look at.
Land records are not showing
Land leads are identified by APN rather than a street address, so they may not place on a map the way residential properties do.
You want to work with the leads you can see
Switch to list view for bulk actions and the dialer. Map view is for seeing where things are.
Related
How to Customize Lead Statuses — the status colours that drive the pin colours
Summary
You viewed your leads on a map. You opened a pipeline, clicked the map view button, and saw its properties as pins colour-coded by lead status. You zoomed in and out, clicked a pin to see the property details, acquisition timeline, and custom fields, and dragged and dropped to look at a property in street view.