Work a calling list on the map

The map works on one calling list at a time. Each address on the list becomes a pin, coloured by where it stands.

Show a list

1. 1Open Karta from the sidebar.
2. 2Choose the list under Ringlista. If there is none yet, the picker says Inga ringlistor ännu. Importera en under Ringlistor.
3. 3If the page says Inga adresser har placerats på kartan ännu, the addresses have not been placed yet. An administrator places them with the geocode button at the top of the map, which also shows how many are still waiting. Everyone else sees Be en administratör geokoda listan.

Sök efter adress… finds an address and moves the map to it.

Filter by status

Filtrera på status shows or hides pins by status: Ny, Kontaktad, Kvalificerad, Offert skickad, Sålt, Nej, Inte hemma and Uppföljning, each with its count. That is the only filter on the map: it does not filter by owner, customer type or other fields.

Split an area between reps

1. 1Press Rita ett område (polygon). Klicka för att placera · dubbelklicka för att avsluta, or press Slutför.
2. 2The area opens with the addresses inside it and how far they have got.
3. 3An administrator picks the rep under Välj säljare and presses the assign button. Every address in the area that has a place on the map is assigned to that rep.

An area is only kept once it has been assigned. Ritade områden lists the saved areas with each rep's progress, and is where you delete one.

Check the count before assigning. An area drawn a little wide can hold several hundred addresses, and assigning moves all of them.

Addresses that are not on the map cannot be assigned by area. De här adresserna saknar koordinater och kan inte tilldelas ett område The area's line in Ritade områden says how many there are.

Calling through your part

Börja ringa works through the addresses on the chosen list that are assigned to you and not yet finished, one at a time. Click a pin and choose Börja ringa härifrån to begin from that address instead. A pin also offers Ring and SMS directly.