Colorization--Enhance Your Map!

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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?

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 

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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

mceclip0.png 

 

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

Colorization_Visit_Results_GIF.gif

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.

mceclip4.png

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

 

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