Add Leads to Your Records - Web

To add a Lead as a Company or Person Record:

1. Click on the desired Lead pin on the Map
2. Click on “Select this lead” 
   1. You can also select multiple Leads from the list using the selection icons on the right of the record name
      
      
      
      Note: You will need to upgrade to Lead finder Pro to be able to view hours of operations and/or perform any of the quick actions before adding the lead
      
      
      
3. Click “Add to records” once you have selected the lead(s) you would like to add into your MMC database
   
   
   
4. You will now need to select the record type you want the lead to be created as (Company or Person)
   1. You can also associate the record with a Route or start creating a new Route from these new Leads at this point
      
      
      
5. The create appropriate Company or Person record form will pull up to fill out any additional fields of information upon hitting "Next" 
   1. Any required fields within the Layout will also be required during the creation of a Lead. Any information that can be populated from the Google lead will be done so such as address information, website or phone number
      
6. Upon saving the Company or Person form, a popup will appear confirming the number of Leads added into MMC
   

Note: Map My Customers will identify any potential duplicate records while prospecting on Lead Finder and will flag the potential duplicates with a yellow warning symbol. Click into the yellow warning symbol to see the existing MMC record that this Lead has been flagged as a duplicate against

Use the "Hide" option if this is confirmed to be a duplicate and you would not like MMC to suggest this Lead in future searches

To add multiple Leads as Company or People Records from the Map List:

1. Select multiple leads from the right-hand open list by clicking on the radio button
   
   
   
2. Click “Add to Records” to complete the process

To add multiple leads using the Lasso tool:

1. Click the lasso tool at the right-hand toolbar
2. Draw a circle around the leads you want to add
   
   
3. Click "Select Leads"
4. Click "Add to records"