RTSalesMap

Pre-req: In order to be able to use this have you must have the RTSalesMap plugin installed on your SugarCRM instance. Here is the link:

https://www.sugaroutfitters.com/addons/google-salesmap

GROUP MULTIPLE VISITS INTO TRIPS

Create a trip, check off all the clients or prospects you need to visit and RT SalesMap will incorporate all of them into your trip. Attach your records from Accounts, Contacts, and Leads to Trips within the app so you know which records you need to visit in a day.


OPTIMIZE ROUTES

Simply drag and drop the contacts, leads, or accounts you need to visit and get the shortest and most optimized route to do so!


RECORDS SYNCHRONIZATION

All records in the app are synced to and from SugarCRM so you don’t have to worry about keeping data up-to-date.


SEARCH

Search through your accounts, contacts, and leads and select anyone to locate on the map to know exactly where they are.

GET REAL-TIME DIRECTIONS VIA GOOGLE MAPS


Sugar gives you the address and Google Maps takes you there, all within one app! Show More