Colorization

Need to drill down into the Map Data? Or filter to find a custom field? Well, SPOTIO has a feature that can do that and help you identify specific groups of your customers! The Colorization Feature helps to define leads with common attributes and will display a color specific to each group.  

What’s Covered in this Article:

• What is Colorization?
• How to Use the Colorization Feature on Web
• How to Use Colorization on Mobile 

What is Colorization?

Colorization is a Map Filter that can be used to further differentiate or drill down into General Fields and/or Custom Fields in your map view. With this filter, you will be able to view the data on your Map as it refers to a particular search term.  

General Field Colorization include the following fields:

• Stage - prospecting, contacted, quote provided, etc… as well as customer stages determined by the account admin
• Lead Source - web, iOS, Android and import
• User - names of the users in your account
• Territories
• Number of Visits - logged visits
• Days since the last visit
• Last Location Status - verified, unverified and unknown
• Loss Reason - varies based on custom loss reasons determined by account admin
• Last Visit Result

Custom Field Colorization:

• Any single choice or multi-choice Custom Stage will appear here with their defining attributes.
• An example of this would be; Tamale Flavors - Pork, Chicken, Oaxaca Cheese

Last Visit Result Colorization: 

• Any, Last Visit Result, will appear here with their defining attributes.
• An example of this would be: Not Home, Contacted, Follow Up 

Loss Reason Colorization: 

• Any, Loss Reason, will appear here with their defining attributes.
• Unknown will indicate no Loss Reason selected or it is in an active Stage
• An example of this would be: No Need, Bad Timing, Missing Features

How to Use the Colorization Feature : Web App

 Step 1:

• Go to the Map by clicking the  icon.
• Next, click the Colorization icon in the top right corner.

Step 2:

• Choose the filter and the map will update to show this item.
• Colors are automatically assigned to each filter option
• Please be aware that only one Colorization filter can be used and the colors cannot be modified.

How to Use the Colorization Feature : Mobile App

Step 1:

• Log into the SPOTIO Mobile App and go to the Map by clicking the icon.
• Next, click the icon to access the Layer Menu.

Step 2:

• Choose Colorize under the Map Settings and select the filter you would like to view.

• The Map will update to show your selection.
• Note: Please be aware that only one Colorization filter can be used and the colors cannot be modified with the exception of Visit Results.