What do green - yellow and red roads mean in Simple CRM geolocation?

Your online CRM software integrates traffic information into its geolocation.

The roads in green are clear, those in yellow a little blocked and those in red: it is really blocked!

How to configure customer geolocation?

Simple CRM, the online CRM software allows you to geolocalize customers who are around you.

For this CLIENT geolocation function to be active, you will need to define from
the Administration interface which Center of Interest designates a CLIENT.

To do this, go to Top Menu -> Admin -> Settings tab -> Select the Area of Interest and click Save.

In some cases, geolocation does not display all customers.

Perform the following operations several times in a row:

display the geolocation module

when the markers corresponding to your customers are displayed on
the map refresh the page (by pressing the F5 key)

After 3 or 4 times, depending on your number of customers, you should get
all your customers' addresses on the card.

How do I get a map of my interactions?

You wish to obtain a geographical map of your interactions, for example to visualize the various customer visits that you must make (commercial tour).

For that:

• create a new project (or open an existing project)
• assign the desired interactions to this project
• at the top of the project interaction list, click on "Google Maps" button

• wait a few seconds, the map corresponding to the project interactions will be displayed