Add Leads to Records

To select Leads to add individually from the map:

1. Click on the desired Lead pin(s) on the Map
2. The name and address information will appear in a quick view.
   
   
   
   
3. Click “Select this lead” to add this Lead to the selected leads bucket 

To select Leads to add in bulk from the map:

1. Click on the blue lasso tool on the right side of the Map
   
   
   
   
2. Using your finger, draw a shape around the pins you would like to select in bulk
   
   
   
   
3. Click “Select and continue prospecting” to add the lassoed pins to the selected leads bucket and to continue back to the map for more lead searching. Click “Select and add as records” to jump to the final step of adding leads as records 

To select Leads to add in bulk from the List View:

1. Click and drag the white bar from the bottom of the screen that reads “X Results - Swipe to view as list”
   
   
   
   
2. Select the checkboxes on the right side of the screen to choose which Leads you would like add to your selected leads bucket
   
   
   
   
3. The number on the “Add selected leads” will increase as you check off additional leads to add

To add selected Leads as records:

1. Once you have selected leads you would like to add to your record list, click the blue “Add selected leads” button
   
   
   
   
2. First, select whether you would like to add these leads as Company or People records and whether these records should be added to any new or existing Routes:
   
3. Upon selecting continue - you will be brought into the Company or Person Layout to fill out all required fields and any non-required fields as desired: 
   
   • Note: If your entity selected (Companies or People) has any required custom fields, a bulk selection must be made at this time. This field can be updated as needed after the creation of the records. Any fields that may be filled via Lead Finder Google information will be denoted as such: 
            
     
     
4. Click the “Add Company” (or Add Person) button to confirm and save your leads. This will pop up a confirmation page to confirm the number of pins added

To hide Leads from the map:

In some scenarios - MMC may suggest a Lead record that is not a good fit for your business for any applicable reason. Use the "Hide" feature to remove these pins from the suggested Leads during this search and future occasions of the same or similar key word searches

Note: Hidden Leads are hidden on the individual user level. This record still may appear as a potential Lead for another MMC user on your team 

1. Click on the Lead pin(s) you would like to Hide on the Map
2. Within the pop up - select the ellipses (...) icon and select the "Hide Lead" option: 
      
   
3. Determine if you would like to see hidden leads on the map with a crossed out eyeball icon or if you would like these completely hidden from the map during Lead Finder searches by configuring Settings with the Map Gear Symbol:
           
4. To Unhide a Lead - ensure hidden results are shown on the Map during the Lead Finder search and select the hidden Lead icon. Select the ellipses (...) icon and select the "Unhide Lead" option. 

To learn more about using Lead Finder on Web, click here. To learn more about using Lead Finder from Mobile Routes, click here.