Use Mapview’s new lasso feature to draw shapes around one or multiple areas of your map. Then, easily create new groups of the chosen contacts, add selected contacts to an existing group, or arrange visits for the targeted records.
To get started zoom in on the map area you will be working with and then tap the downward arrow icon on the top right of your screen to view your map options: Circle view, Map settings, and Lasso tool. Tap the Lasso tool and draw shapes around the pins you wish to select. When finished tap “next.”
Now you can choose what action you wish to take:
Create visits
1. Mapview will display a list of all of the records that are located in the shape(s) that you drew on your map. You can review the list and deselect any you don’t wish to include in your upcoming visit. Once finished, tap “Next” in the top right corner.
2. Enter your trip preferences and tap “Next” to see an initial list of your visits organized by days. You have the option to edit the number of days you wish your trip to cover and then tap “Recompute” to see a new suggested trip plan. When you are satisfied with the suggested visit plan tap “Done.”
3. Your visits will now appear in your trip listing for the selected date(s).
Create a group
1. Mapview will display a list of all of the records that are located in the shape(s) that you drew on your map. You can review the list and deselect any you don’t wish to include in your new group. Once finished, tap “Next” in the top right corner.
2. Choose the category to which you would like to assign this group. If you aren’t utilizing the category feature simply select “General.”
3. Enter the group name and assign a pin. If you wish to add any additional contacts from your contact list you can also do so now, and tap “Save” when finished.
4. Tap “Done” to exit the Lasso window.
Add contacts to a current group
1. Mapview will display a list of all of the records that are located in the shape(s) that you drew on your map. You can review the list and deselect any you don’t wish to add to a group. Once finished, tap “Next” in the top right corner.
2. Select the group you wish to add contacts to and confirm your choice.
3. Tap “Done” to exit the Lasso window.