Geo Lookup for Companies and Contacts

The SalesNOW Geo Lookup function gives SalesNOW users the ability to identify which of their SalesNOW contacts and companies are geographically closest to their own location.

This tool can be especially useful for sales and service professionals out in the field who are looking to see which of their contacts and companies are nearest to them as they travel.

The Geo lookup can include both the company or contact location and can perform a search which will cover up to 200 miles of the users current location.

These locations can then be accessed on the iPad by filtering either the Contacts or Companies records.

To turn on and use the Geo Lookup for Contacts and Companies please follow these steps:

From the SalesNOW iPad Application Tap the Options tab.
Tap Location
From this page you will see the option to turn on the Geo Lookup for Contacts and Companies. Please switch Enable Geo Lookup to On for either or both of these options.
Once turned on both the Contacts and Companies Lookup gives the user the ability to choose the size of the area for the search. By tapping Look within the user can determine the distance from their current location that they would like the Geo Lookup to cover. Distances can be calculated in kilometers and miles with a maximum distance of 200 miles. Please also note that under Contacts the user is also able to determine whether they would like to search for the Work Address or Personal Address of their contacts.
Now that Geo Lookup has been turned on, the Look within distance has been determined, and in the case of contacts the user has chosen to search either by the work or personal address, the user is now able to filter their records to see the closest individuals and companies to their current location. To view these records, from either the Contacts or Companies tab
Please tap Menu followed by Search Nearby. As you will see, a list of the nearest to farthest Contacts or Companies will appear with the exact distance from your location.