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Add to Campaign is not a new feature to Geopointe, but recent updates make it that much better. Originally, the Add to Campaign button showed only if the app recognized that leads or contacts were on the map. However, there are times when searching accounts or opportunities that you realize they are prime candidates for...
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 underneath it. This will bring up a filter wizard, which pulls your available fields. In my case, I want to filter my accounts to exclude prospect in my results. Click Save once you have your filter set up for your query. My filter was a success; the search returned everything in the accounts data sets except...
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. Your selection drop down gives a long list of possible field you can add to your display. Once you have it added, you can use the arrows to rearrange any of your custom fields. Remember, the address is always automatically returned, and will be first. Once you’ve added your new fields and saved the...
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