Contact & Opportunity Map

Description

See all contacts and opportunities for each location in one place.

Related Apps

Advanced Contact & Opportunity Map

Status

Completed

Last Edited

Feb 14, 2025 1:50 AM

The plan is to create a map that shows:

• All contacts within a sub-account on a map
• Each contact has a list of opportunities if you hover over them
• Each contact is color-coded based on whether the “Contact Type” field is set to “Lead” or “Customer”
• You can filter the contacts displayed by pipeline, and optionally by the pipeline stage

This would be especially useful for businesses in real estate or home services.