Using Google Maps or Bing Map, the Map Plotter extension for Zoho CRM uses geo-location information and helps you locate your leads and contacts in Zoho CRM. You can also identify leads and allocate them to your sales teams by area. With this extension, you can locate leads on maps, manage campaigns by geographical area, and gain critical insights into your business performance.

Installing the extension

1. Navigate to Settings > Marketplace > All in Zoho CRM.
   
2. Click All Extensions, then browse for and click Map Plotter for Zoho CRM.
   
3. Click Install.
   
4. Agree to the Terms of Service and click Continue.
   
5. Select one of the following options in Choose Users/Profiles:
   
1. Install for admins only
   
2. Install for all users
   
3. Choose profiles
   If you select the Choose profiles option, select all the profiles you want to install the extension for.
6. Click Confirm.
   
7. In Extension Details page, click Settings.
   
8. Under Key Configuration, select the key type.
   
9. Enter the API Key, and click Save.
   
   

Once installed, the extension can be accessed from the Leads, Contacts, Accounts, and Deals modules of the Zoho CRM.

Notes:

1. To know how to obtain the Google API Key, click here.
   
2. To know how to obtain the Bing API Key, click here.
   

Locating from Zoho CRM

You can locate multiple records simultaneously from your Zoho CRM using this extension. The records can be from the Leads, Contacts, Accounts, and Deals modules.

To locate a record:

1. Open either of the Leads, Contacts, Accounts, or Deals modules.
   
2. Select all the records you want to locate.
   
3. Tap Map Plotter button on top.
   
   
4. In the map that pops up, the location of all the selected records will be shown by getting their Address and Last visit date from Zoho CRM fields.
   
   
   
5. Click Map All Records on the top-right corner to filter the records based on your last visited time. You can filter the records visited in
   
1. Last 30 days
   
2. Last 60 days
   
3. Last 90 days
   
4. Custom (Specific date range)
   
   
6. In Custom filter, you can specify From and To date and get data on the map.
   
          

Notes:

1. Records with Address and Last visit date only will be pinned in the reports.
   
2. In Contacts module, the address considered will be the mailing address and not the billing address.
   
3. In Accounts module, the address considered will be the billing address and not the other address.
   
4. In Deals module, the address considered will be the billing address associated with the account tagged to the deal.
   

Uninstalling the extension