Using Sell geolocation features from your mobile phone

What's my plan?

With the Zendesk Sell geolocation feature you can use your mobile to see your leads and contacts on a map and reach them with one-touch driving directions.

The Sell mobile app maps all of your leads and contacts making it easy to identify who you should visit and where you should spend your time. Zoom out to get the big picture, zoom in to view more detail, and tap on any contact or lead to get specific information, for example, deal size, or driving directions.

Geo verification is the capability to verify a user's location using geolocation on their device each time a user logs a visit.  Sell might not be able to verify a visit if the lead or contact's address is too far away (more than 200 yards) from the user's location or if geolocation is disabled on the user's device. In both cases we'll mark the visit as unverified.

Note: You'll need to turn on location services to use geolocation. When you first launch the Sell mobile app you will have a pop up to grant the app access for location services.  Click accept in order for the geolocation services to work, or an admin can grant access in Settings.

This article contains the following topics:

Using geolocation

Getting directions

Using geolocation

Go to the leads or contacts page and click the icon on the top left of your device to toggle to the map view. Here you will see pin drop icons for any nearby people.

To filter your map, click the filter icon at the top right of the screen. Choose fields to filter by to narrow down your results.

Getting directions

Click the lead or contact pin on the map.

Click Get directions under the contact name.

Click open to allow Sell to open Google Maps.

Enter your starting point, if it is different from your current location.  You can select a map location, type an address, or pick a recent location.  The destination is autofilled with the contact's location.

You can toggle between methods of transport, and use any of the Google Map options to create your directions.

Click your preferred route, and Start.  You'll be directed step by step to your destination.

See Tracking visits with Sell for more information about geolocation and geo verification.