Colorization - Web App

If you need to drill down on Map data or filter down based on a custom field, SPOTIO has a feature that can 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? Options to Colorize How to Use Colorization: Web App   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.     Options to Colorize General Field Colorization include the following fields: Stage - varies based on pipeline setup determined by the Account Admin Number of Visits - logged visits Days since the last visit - time frame since last logged visit Last Visit Result - varies based on results determined by the account admin Loss Reason - varies based on custom loss reasons determined by account admin Lead Source - web, iOS, Android, lead machine, Zapier, and import User - names of the users in your account Territories - geographical areas created by Account Admins and/or Managers Last Location Status - verified, unverified and unknown If your account has added leads via lead machine, you are able to filter by those criteria, such as Credit Capacity and Median Home Income. Any single or multi-choice custom fields would also appear as an option to colorize by.     Custom Field Colorization: Any single choice or multi-choice custom field will appear here with their defining attributes. An example of this would be:  Energy Company - TXU, Reliant, Green Mountain.     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. Examples of this would be: No Need, Bad Timing, Pricing.   How to Use Colorization: Web App Go to the Map icon on the left gray sidebar. Click the vertical Filter panel between the gray sidebar and map display. Select the option under Colorize Pins to apply.  Watch the colors change on the pins based on the option chosen. A legend will appear in the bottom left corner of the map displaying the colors and number of leads in the map view based on the selection. Colors are automatically assigned to each filter option. Unknown will appear white due to no data affiliated based on the color selection. Please be aware that only one Colorization filter can be used and the colors cannot be modified.