Author: Patric Shannon

The company settings or edit company page will allow you to fine-tune many of the settings that are specific to an individual company. From this screen you can adjust the following settings:

• Company Name
• Website Address
• Assigned Clients
• Company Lead Intake Form
• Timezone
• Auto-forward Settings
• Phone System Company Mapping
• Qualified Call Filters

How do I get there?

There are many different ways you can get to this page.

This is an example of the Company Setting or Edit Company Page

Company Name

The company name can be adjusted at any time and it is just used internally to refer to your company. We recommend using a name that will let you know exactly which of your websites it refers to.

Website Address

This is the website URL of the website associated with your company. This used for reference to help identify the website associated with the company throughout our system.

Assign Clients

Every company can have clients assigned to it. You can remove a client by clicking the “X” next to their name or add a new client by clicking in the open space within this field. If you are trying to add a client that you have not created yet, you must create a client and then return to this screen.

As leads arrive in our system whether, through a phone call, form submission, Zapier, or manually created lead the company and client will be assigned at the time a lead arrives. If you add a client after the lead arrives they will not be able to see the leads that arrived before you assigned them to a company. You can always manually assign leads to a client after they are created if you would like them to be associated with the lead.

You have the option to provide your clients with access to LeadSnap when you create their account. These clients will have access to all the leads that are assigned to them. So if you decide to assign multiple clients it is important to understand that they both can see these leads if they log in to our system. If you remove the assignment of lead to a client they will no longer be able to see the lead.

Timezone

This is the timezone of the location where your website is located. We use this in combination with the timezone setting in your account settings to adjust the time of leads.

Auto-Forward Clients

This setting controls if leads are automatically sent to a client as they are created in our system. This applies to both form submissions and manually created leads. You can turn the switch on or off on a client level for each company.  There are two different lead flows for delivering leads to your client within LeadSnap. You can manually forward leads or you can auto-forward leads. In either case, we recommend setting the lead progress field of the lead to “forwarded” after it has been sent to your client. This helps keep track of the progress of the lead from the time it arrives until the time it is delivered to your client.

Progress For Auto-Forwarded Leads

This field sets the progress field which is a required field in our system for every lead. We recommend leaving this as forwarded to ensure your system runs correctly.

Qualified Call Filters

As phone calls are pulled into LeadSnap from your phone system account they are not added as leads to the “All Leads” page (and other leads pages) by default. Instead, they are held in the “All Calls” area until they are manually added as leads. The qualified calls filter allow you to change that behavior.

For newly created companies the default setting is to have the qualified calls filters turned off. If you prefer to have them all added as leads as they come in then you can enable the qualified calls filter but do not turn on any of the call restriction filters. For greater control, you can use the filters so that only calls that meet certain criteria are added as leads. These filters work in combination with each other, for instance, if you were to set the call duration to 90 seconds and the answer status to answered only calls who had a duration of at least 90 seconds and had a status of answered would be added as leads automatically.

In this tutorial, you will learn how to fill out the form on the Heat Map Search fields menu

The Heat Map Search Fields

To run a heat map search first you are going to need to fill out the little form so the heat map knows how to perform the search.

Let’s take these fields one by one so we know exactly how things work.

Find By:

The search results are performed on a specific Google My Bussines (GMB). The “find by” field is where you define the specific GMB you will be evaluating during the search. There are 4 options for choosing this location.

Google Search – the first and easiest one is Google Search. You can simply type in the name of that was used for the Google My Business and select the from the list of matching results. Unfortunately, this will not work for many business types and you may need to resort to one of the other methods to locate the GMB you would like to evaluate.

Map URL

Each Google My Business has a unique map URL that can be used to identify it. There are many ways to find this URL, we will show you one that will always work.

1. Enter this URL in your browser: https://www.google.com/maps
2. Enter the exact name of the Google My Business you would like to evaluate in the top left corner. As you type in this field Google will search it’s listed of verified businesses. When you see the name of GMB, select it.

There are a few reasons that you may not see your Google My Business show up on the list. If the GMB was only just verified it may not be listed here yet. If your GMB is not verified, has a status of pending, or suspended it will not show on the list. For those situations, you will need to address those issues before you take advantage of this tool.

After selecting the company you should be on a screen similar to this one:

3. The next step is to click the share button

After clicking the share button Google will open up a little menu with a link to share

4. Click the “Copy Link” button on the popup window seen below:

5. Now that you have this link copied you need to post it into the browser address bar and hit the enter button on your keyboard:

After you hit the enter button Google will immediately redirect to another URL. This is an example of the URL after Google Redirects. This is NOT the Map URL

https://www.google.com/maps/place//data=!4m2!3m1!1s0x80998f4d70d041bd:0xac7634c26565b1c3?source=g.page.share

After a few seconds Google will redirect to a different URL. This one is your Map URL. Below is an example of a valid map URL. Notice it does NOT  have the word share at the end of it.

https://www.google.com/maps/place/Shivvy’s+Bear+Removal+Pros/@38.8795213,-120.1600487,11z/data=!3m1!4b1!4m5!3m4!1s0x80998f4d70d041bd:0xac7634c26565b1c3!8m2!3d38.879605!4d-120.0199645

6. Copy the Map URL from address bar of your browser