Maps2Markets Version 2.4.0

by Maps2Markets.com



Released: January, 2016

Updated: December, 2016



Complete Maps2Markets User Documentation

-AND-

Using And Configuring MoneyNode v2.0+








Maps2Markets Version 2.4.0 User Documentation



Maps2Markets is quite possibly the last Lead Generation tool you will ever buy. Whether you need to generate targeted sales leads or just need a powerful Google Maps automation tool, Maps2Markets has you covered.

When you install Maps2Markets your system is loaded with the following powerful features:

  1. Evaluate how many leads you need to find and how much each is with to you with the Cold Call Calculator.

  2. Automate Searches Across Large Areas or Small Areas.

  3. Saved Keywords and Saved Searches Let Your PC Search Over and Over.

  4. Return ALL the results in an area, not just the top 60.  Maps2Markets breaks searches returning full result sets (60 results) into smaller rectangles geometrically searching smaller and smaller areas until Google Maps and the Google Places API stop coughing up new results.

  5. Saves all data to a portable SQLite3 databases.

  6. Powerful Business Intelligence Features for Locating/Qualifying/Filtering/Scrubbing and collecting information on prospective customers or competition.

  7. Analyzing of website(s), mobile website(s) and even external web properties.

  8. Basic CRM Sales Pipeline Qualification system using percentage likely to close.

  9. Skype and Google Voice Dialing

  10. Export Leads to Excel and CRM Platforms using CSV Export.

  11. Find and Export Web Properties for potential customers and competitors.

  12. Find and Export Email Addresses from Websites and other Web Properties.

If your version of Maps2Markets includes the MoneyNode, you have built in processing for several Web 2.0 websites including information you might want to collect. This includes Twitter Followers, Facebook Likes, Facebook Talking About, Number of Tweets , etc… The MoneyNode ensures even website employing the latest Javascript only output are a piece of cake to parse and extract custom information from.

Some Features of the MoneyNode Include

  1. Uses Node.js, the platform behind some of the largest websites and highest traffic networks in the world. Based on Google’s optimized v8 engine, there is nothing better for an integrated small scale data-mining platform requiring no hard-coded parsing.

  2. Locates associated Web Properites given lead websites and business information.

  3. Gathers information from those Web Properties, storing it in our simple key/value based Business Intelligence.

  4. Full Javascript source code included

  5. User module system for parsing property types

  6. User module system for deriving Business Intelligence from other Business Intelligence.

  7. Supports Javascript only websites (using included PhantomJS headless browser).

  8. Gives any developer jQuery access to any website. Use jQuery Selectors or Regular expressions to define new business intelligence for Web Property types and gather any custom intelligence you like.

  9. Search, report, export and qualify leads in Maps2Markets based on gathered Business Intelligence.



What is a Sales Lead, Why Does My Business Need Them?

This documentation is not going to be lots of cutting and pasting from other places, but to begin with I will actually just include the Wikipedia definition of a Sales Lead:

A sales lead is the identification of a person or entity that has the interest and authority to purchase a product or service. This step represents the first stage of a sales process. The identification of the sales lead is referred to as Lead Generation, a process conducted by either the marketing or sales organization.

The lead may have a corporation or business associated (a B2B lead) with the person(s). Sales leads are generic leads - i.e. a person signs up for a type of offer, instead of a particular company or brand. Sales leads come from either lead generation companies processes such as trade shows, direct marketing, advertising, Internet marketing, spam, gimmicks, or from sales person prospecting activities such as cold calling or making a connection through a social network. For a sales lead to qualify as a sales prospect, or equivalently to move a lead from the process step sales lead to the process sales prospect, qualification must be performed and evaluated. Typically this involves identifying by direct interrogation the lead's product applicability, availability of funding and time frame for purchase. This is also the entry point of a sales tunnel, sales funnel or sales pipeline.

Some companies providing sales leads become the business's one source of leads by integrating outbound calling with email and postal campaigns to create a multi-touch lead. Related to the idea of multi-touch leads is the "Seven Contact to Sale Theory," which delivers leads that start with an outbound call, followed by an email and sometimes postal piece. By the time the lead purchaser gets the lead, the customer is familiar with their brand and has an opportunity to request additional information.

When buying internet leads from a marketing company, there are a wide range of different products depending on how the leads are sold and the lead companies polices. Exclusive internet leads are sold to one company, but depending on the company may be sold again the next day as a shared lead or put into a cherry picking system. Shared leads are sold to multiple companies, each lead company has a different policy on the number of times sold as the more a lead is sold the less value/quality it becomes. Many leads are sold as aged, this means the lead is anywhere from 1 day to over a year old although they are usually sold based on different such as 1-7, 30-60, 60–90 days old.

Social Data is increasingly being used by companies to identify prospects. Facebook, Twitter, Pinterest, and Google+ are giving insight into prospective clients. Social Data aggregation sites such as Namegeneration.net, Infousa.com, and Spoke.com are making it easy to buy this data for use in sales, marketing, and recruiting.

Once a qualified lead exists, additional operations may be performed such as background research on the lead's employer, general market of the lead, contact information beyond that provided initially or other information useful for contacting and evaluating a lead for elevation to prospect, the next sales step.

In recent years, the industry has moved away from the "shared" sales leads system, where one lead is resold to different companies. Instead advertisers are increasingly deploying marketing lead programs. As opposed to sales leads, marketing leads are not generic and are generated for a particular brand (e.g. a mom signing up for a specific brand such as HUGGIES as opposed to "diapers").

Sales leads are typically generated for closing a sale. As a result, they are information heavy - a sales lead would contain not only the basic information of a person (such as First Name, Last Name, Email, etc.), but also more detailed information such as FICO Score, Household Income, etc. In complete contrast, marketing leads contain only the basic contact information of a person, such as Name, Email and Social Networking handle. Advertisers use the information contained in a marketing lead to build a long-term relationship with the consumer via email, Facebook, Twitter or a brand community site.

If a sales lead eventually makes a purchase, this is called conversion and a closed sale. The ratio of sales leads that convert is often referred to as the conversion rate, a way to measure the effectiveness of a sales process, sales team, or sales person.


Sales Leads are the input that you need as a sales person to output sales. Just as a retail location might have interested customers wandering in the door, a mall location might many more less interested people wandering by passively. Each potential customer has a value attached to them in scale. Your conversion rate, or the percentage rate at which you’re able to convert leads into customers will be the primary metric that you can change with training, education and experience. If you place 200 phone calls, you should have a few sales at least and have some idea of how your conversion rate will start developing. If you have not been able to make any sales, go back and pick a new product (and possibly a new market) to try and sell.

So, what is Maps2Markets?

Maps2Markets would best be described in the genres of Lead Generation Software, Data-mining tools, and Business Intelligence tools. Let’s discuss what it does and maybe those labels will make sense.

Maps2Markets starts out by showing you the Cold Call Calculator. This is a tool to help get your mind thinking in terms of sales being matter of numbers. The calculator lets you shift your sale price or your conversion rate, even your number of sales agents .. all to see the impact on the projected bottom line.

Maps2Markets lets you automate searching through Google Maps, digging deeper and searching larger or specific areas with saved keywords. You find hundreds of companies in a new city every week if you like or if your potential market is large enough you can work a single city forever. Maps2Markets take the limited results that the Google Places API (Google Maps) returns and breaks them down into smaller search areas, repeating the process to return as many leads as possible.

If you sell Websites or SEO services, you’ll know part of the vexing problem small businesses have is getting found by you in your marketing efforts because the people who rank better are the only ones who show up. Other lead generation software fails here, this isn’t about linear lists of pages… it’s just simple geometry and repetition.


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Maps2Markets is like a lead generation swiss-army knife. It will let you find Leads using Google Maps. Then, it lets you collect information on those leads from their own website; other websites that the businesses themselves maintain such as Facebook and Twitter; and large business information websites like Manta. The Maps2Markets platform lets you add custom information sources and easily pull information out of them using jQuery Selectors or Regular Expressions. Chances are that if you have done web development you know a little something about one or the other of these parsing technologies.

Maps2Markets includes the MoneyNode, a Node.js based data mining platform that ends the need for compiled, hard-coded scrapers. MoneyNode is built on Node.js, an event-driven Javascript based platform using Google’s v8 engine. In addition to providing a fairly robust non-code-requiring platform, MoneyNode also allows User Modules to be written in Javascript for each Web Property type. This allows complete programmatic control that can be farmed out to oDesk. With MoneyNode, you have the full source code in Javascript. If I get hit by a bus next year and Facebook changes substantially, If you know nothing about programming you’ll be able to get someone who knows Javascript fairly easily.

Maps2Markets allows you to do reporting based on the Business Intelligence populated by the MoneyNode. You can even do simple cold calling using Skype or Google Voice from right inside the application. Got a sale? Click the sale button and the order form URL you entered for the product comes up, ready to accept your customer’s digits over the phone.

If you need to export or synchronize with a more robust CRM platform such as SalesForce or SugarCRM, Maps2Markets supports custom export reports. You can create column sets based on collected business intelligence and combine business intelligence filters. Ultimately, Maps2Markets helps you take a hopefully unlimited supply of leads with very little information and help you turn that list into a smaller list of qualified prospects .. or even sales conversions.

Where is it installed by default?

Unless you change the settings in the install program, Maps2Markets is installed in the x86 compatibility Program Files directory.

If you are on a 64bit machine:

C:\Program Files (x86)\Maps2Markets and

C:\Program Files (x86)\MoneyNode

If you are on an x86 Machine:

C:\Program Files\Maps2Markets and

C:\Program Files\MoneyNode

Where are my databases stored?

If you are on a Windows 2000 and Windows XP:

C:\Documents and Settings\User\Local Settings\Application Data\Maps2Markets

If you are on Windows 2003, Vista or later:

C:\Users\User\AppData\Local\Maps2Market

Some Words on the Google API

Maps2Markets uses the Google Places API, which is a component of the Google Maps API (v3) and is available free of charge. This API is the same one that is used to pull back data from Maps Searches, Proximity Searches, etc… and basically returns a list of ‘places’ (usually businesses) that meet a set of criteria (search terms for a specified area).

As a software developer, my feelings are that Google is highly benevolent in their curation of this data-set.. and making it available to us. The business data, however, is crowd-sourced. This means that it doesn’t just magically appear in a database; people from around the world have to engage Google to keep their entries up to date. Google provides the platform and seeds the data, people correct the data and keep it up to date. This in turn helps Google provide more relevant searches (through Maps and the Web Search), make sure companies are linked up to their websites .. and on and on.

Strictly speaking, this application falls outside of Google’s terms of service because it lets you collect information which would be lost forever (after the next search you perform in your browser). Google reserves the right to ‘throttle’ your Google Maps API and Google Places API usage (See Appendix C). Google generally does this by limiting the number of API calls you can make in a day/hour/minute from your IP address.

To help manage some of these potential headaches, Maps2Markets has a basic Web Proxy configuration that lets you use free or paid proxy servers to hide your IP address. This also is important if you use Maps2Markets from a country like China or Egypt that may be slightly limited in which APIs they allow to be called outside of their countries.

Be respectful of Google’s efforts here and try not to abuse what is there, lest it may not be there for future generations. There is more information in Google Places than any one person can access and more businesses than a room full of people could call in a lifetime.


How Many Leads Do You Need?

Cold Call Calculator

The Cold Call Calculator is a feature to help you understand how many cold leads you need to contact in order to meet your business goals. If you are still deciding on a market or a product, the Cold Call Calculator is a great way to get a basic idea of how many phone calls you will need to make if you convert leads to customers at a given rate. Using Business Intelligence collection and analysis, you can drastically improve your conversion rate by focusing just on the most qualified leads.


  1. Adjust Conversion Rate – By adjusting the conversion rate, you are indicating which percentage of cold leads you expect to convert into a customer.

  2. Adjust Average Sale Price – By adjusting your average sale price, you are indicating how much you expect to close an average sale for. This is the gross sale amount.

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  4. Adjust Average Net Revenue – Adjust your net revenue per sale. Your margin will be your Average Sale Price minus your Average Net Revenue.

  5. Adjust Desired Net Revenue – This is your monetary goal. To make $10,000 you need to make 100 sales if your margin is $100 per sale.

In addition to these basic metrics, you can also experiment with scaling your sales operation using additional sales agents.

  1. Adjust Sales Agents – This is the number of callers and is used as a basic multiplier.

  2. Agent Calls Per Day – The average number of calls per day that an agent will make. The agent will make approximately Conversion Rate *Calls Per Day sales each day.

  3. Agent Cost Per Day – This is the average amount that a non-commissioned sales agent will cost you per day. This lets you experiment with using more expensive or less expensive agents.

If the agent makes the specified number of calls at the specified margin, and converts leads to customers at the specified conversion rate.

The largest impact you can make immediately is in your conversion rate, through simple sales training and data-mining techniques. More experienced sales people will generally be able to close a higher percentage than a beginner, even without great expertise in the subject area. As mentioned above, you can use collected Business Intelligence to drastically improve your conversion rate by focusing like a laser beam on just the leads you have identified have a need for your product/services.

On the top right of the screen by default above the bar, there is also a Value Calculation which shows you approximately how much the leads you have gathered thus far are worth in dollars based upon the adjustable inputs above. If 1000 leads generates $2000 in revenue, each lead is worth $2 in value if the list is worked. This will also help you determine how many leads you actually need to find to meet your monetary goals.

Hopefully, you can use this information even beyond the Maps2Markets application.

The Cold Call calculator also helps you experiment with different price points and different products. You might need to look at selling more expensive products with a higher margin so that your sales effort is maximized in larger sales. You might find that making half as many ‘researched’ calls (using MoneyNode Business Intelligence, etc..) converts to more sales than before.

Each successful business has its own secret sauce for success, and the Cold Call Calculator is here to help you find yours.



Searching for Leads in Maps2Markets

Maps2Markets Search Interface Screenshot

Moving to a New Location on the Map

  1. Make sure you are on the Find Google Places tab.

  2. Find the yellow fields on the Search Toolbar, directly under them is the Location Toolbar.

  3.  Locate the Location field. By default this holds the name of your current Geolocation (as determined through IP geolocation):

  4.  l

  5. Enter a new City, State or City, Country here and click the Green Arrow.

  6. The Map should move to the new location.

  7. Note: In some countries the relevant Google service to get the coordinates of cities around the world does not seem to work. Make sure you are using a proxy in these countries.

Moving Back to Original Location

  1. Make sure you are on the Find Google Places tab.

  2. Find the yellow fields on the Search Toolbar, directly under them is the Location Toolbar.

  3. Click on the circular GPS/Geolocation Button next to the Location field:

  4.  

  5. This will return the original Geolocated City back into the Location field.

  6. Click the Green Arrow and you will return the map to its original location.

Moving To Nearby Cities in Region

Cities that are in the same Geographic Region (State in the US) are listed in the Nearby dropdown in the Location Toolbar. This lets you see which cities are nearby and jump right to them. It is just a shortcut for jumping to exact locations close to where you are.

     

  1. Make sure you are on the Find Google Places tab.

  2. Find the yellow fields on the Search Toolbar, directly under them is the Location Toolbar.

  3. In the Nearby dropdown box, Known Rectangles (cities) are listed in order of distance away from the center of the map. 

  4. Choose a Nearby Known Rectangle from the dropdown box.

  5. Click the Green Arrow next to the Nearby Known Rectangle dropdown box.

Running Your First Search

  1. Make sure you are on the Find Google Places tab.

  2. Select Place Type. This defaults to “establishment” which is Google’s category for all. There are about 65 categories that Google uses to identify different types of Places. These are all included in the dropdown.

  3.  

  4. Enter a Keyword (optional). You can enter a Keyword and further limit the search results. If you choose doctors in the category, you might enter something like “cardiology” (without quotes). Results will then be limited to doctors which Google finds associated with the keyword cardiology.

  5.  

  6. Click the Search Button (Globe with Magnifying Glass). The search will default to a square 10 miles from the center.

  7.  

Searching a Larger or Smaller Area

  1. Make sure you are on the Find Google Places tab.

  2. Choose a Place Type and (optionally) enter a Keyword.

  3. Find the Search from Center dropdown

  4. .

  5. Enter a new Search Distance or Select an Existing Distance from the dropdown.

  6. Click the Search Button (Globe with Magnifying Glass).

  7. Note: Hovering over the Custom Rectangle or Search Buttons with your mouse will show you a preview of the selected search area on the map.

Searching a Custom Sized Rectangular Area

       

  1. Make sure you are on the Find Google Places tab.

  2. Choose a Place Type and (optionally) enter a Keyword.

  3. Click on the Custom Rectangle button (Pointer with a Square Box)

  4. A cyan square (with small circles on the edges and corners) will appear in the middle of the screen.

  5. Using the white circles at the edge of the square, resize it into any size Custom Rectangle you like.

  6. Click and drag the Custom Rectangle to wherever you would like on the map.

  7. Click the Search Button (Globe with Magnifying Glass).

Showing a Preview of the Search Area

You may want to see the area that will be searched before you actually search it.

  1. Make sure you are on the Find Google Places tab.

  2. Set your search parameters as you would like them.

  3. Place your mouse over Search Button (Globe with Magnifying Glass).

  4. Do not click, let your mouse Hover and the search area will be shown in White below.



Searching Known Rectangles

  1. Make sure you are on the Find Google Places tab.

  2. Find the Known Rectangles box.

  3. Choose a Region from the dropdown box on the top left.

  4. Known Rectangles (usually Cities) are listed in the listbox below the Region.

  5. Use your mouse and the Control Key to multi-select items in the Known Rectangles listbox.

  6. Optional: Click the Select All Known Rectangles Button on the far right of the toolbar

  7. .

  8. The Selected Rectangles Button on the Search Toolbar will be enabled when Known Rectangles are selected.

  9. Choose a Place Type and (optionally) enter a Keyword.

  10. Click the Selected Rectangles Button on the Search Toolbar.

  11. All rectangles are added to the Search Queue with the specified search terms and if the Search Queue is not paused or stopped, processing commences. Press Play Button on the Search Queue if the Search Queue is paused.

Reordering Known Rectangles

  1. Make sure you are on the Find Google Places tab.

  2. Find the Known Rectangles box.

  3. Below the listbox find the (Sort Order) dropdown.

  4. Choose a Sort Order from the dropdown.

  1. Items in the Known Rectangles listbox are now resorted.

  2. If you chose the From Center option, drag the map around. Notice that the items are resorted each time you move the map.

Filtering Known Rectangles by Name

If you have a substring you would like to filter the Known Rectangles by, you can do that.

  1. Make sure you are on the Find Google Places tab.

  2. Find the Known Rectangles box.

  3. Find the textbox to the left of the Green Filter Button.

  4. Enter your text substring.

  5. Click the Green Filter Button.

Changing Map Preview of Selected Rectangles

If you are going to be selecting several rectangles, you may not want to wait for the map to draw and redraw the preview rectangles. You can turn these off.

  1. Make sure you are on the Find Google Places tab.

  2. Find the Known Rectangles box.

  3. Below the listbox, find the Map Preview dropdown box.

  4. Choose No Map Preview.



Limiting the Number of Search Results Returned

You may want to only go after a certain number of leads and stop searching when the specified number of “new leads” are found. This can be accomplished with the “Max New Leads” feature.

  1. Make sure you are on the Find Google Places tab.

  2. Choose a Place Type and (optionally) enter a Keyword.

  3. At The Top, to the right of the Search Button find the “Max New Leads” text input box. It defaults to 0.

  4. Enter a number here (Try 20 if you are just testing).

  5.  

  6. Click the Search Button and Run a search which you would expect to return more than 20 results.

  7. When 20 New Results are found (remaining results indicated next to the setting) the searching ceases and the pending details are then downloaded.

  8. To retrieve 20 more results, click the Refresh Button next to the remaining results.



Working with the Search Queue


Pausing the Search Queue

This feature lets you pause the processing of remaining items in the search queue. This allows you to do work without emptying your Queue completely. Also allows you to remove individual items from the Queue. When the queue is paused, New Details are not fetched either.

  1. Make sure you are on the Find Google Places tab.

  2. Find the Search Queue on the lower right hand side of the screen.

  1. Click the blue Pause Button. If it is disabled, the Queue is already Paused.

  2. If a Search Rectangle is running, it will continue to run and the final sub-Rectangles will be added to the Search Queue.

Stopping the Search Queue

This stops the search and removes all items from the Queue. This is the option to use if you want to cancel a search and any sub-searches it has created.

  1. Make sure you are on the Find Google Places tab.

  2. Find the Search Queue on the lower right hand side of the screen.

  3. Click the blue Stop Button.

  4.  



Deleting From the Queue

  1. Make sure you are on the Find Google Places tab.

  2. Find the Search Queue on the lower right hand side of the screen.

  3. If there are no items in the Queue, run a search with more than 60 results. 2 smaller rectangles will be added to search for more results. Pause the queue to make things easier.

  4. Use your mouse and the Control Key to multi-select items in the Queue.

  5. Once you select some item(s) the Delete Selected Item(s) button (Trash Can) button is enabled.

  6. Click the Trash Can Button.

  7. The selected Items are now deleted.

Clearing the Search Queue

  1. Make sure you are on the Find Google Places tab.

  2. Find the Search Queue on the lower right hand side of the screen.

  3. There must be items in the Search Queue to delete. When there are items the Purge Queue button is enabled.

  1. Click the Purge Queue Button (red X next to the Trashcan).

  2. All items are now removed from the Queue.

  3.  

Changing the Queue Processing Order

You may wish to change the order the Search Queue processes items. The default is “time_created” which means that the first items in the Queue are processed first and new items go to the back. There are several options here.

  1. Make sure you are on the Find Google Places tab.

  2. Find the Search Queue on the lower right hand side of the screen.

  3. At the bottom, find the Order dropdown.

  4.  

  5. Make your selection.

  6. (Special Option): You can override the general ordering and force the Queue to be processed Sub-Items first. This means it will drill down on the current search before moving to the next one. Sub-Items are just sub-Rectangles that it has found while breaking down searches that return more than 60 results. Choose the dropdown next to the Order Dropdown to change this option.

Setting the Search Queue to Follow Itself on Map

You may or may want the additional overhead of the map actually reflecting everything that is happening. When this option is set to Follow, the map is recentered as the search moves around.

  1. Make sure you are on the Find Google Places tab.

  2. Find the Search Queue on the lower right hand side of the screen.

  3.  

  4. At the bottom, find the rightmost dropdown that defaults to Follow.

  5. Choose Follow or Do not Follow.

Draw Entire Search Queue on Map

By default the next 15 squares are displayed periodically as the Search Queue Is emptied. This gives a small preview into what is coming up soon (as far as processing goes). You may want to see the entire Search Queue mapped.

  1. Make sure you are on the Find Google Places tab.

  2. Find the Search Queue on the lower right hand side of the screen.

  3. At the top of the Search Queue, find the button with the Map next to the Red X.

  1. This is the Draw Queue on Map Button. Click it.

  2. All Place Markers and Search Rectangles drawn on the map are cleared away.



Clearing Place Markers from Map

You may want to manually clear away the red markers that come up on the map during a search. By default they are left and cleaned up only periodically.

  1. Make sure you are on the Find Google Places tab.

  2. Find the Search Queue on the lower right hand side of the screen.

  3. At the top of the Search Queue, find the button with the White Place Marker next to the Black Minus Sign.

  4. This is the Clear Marker Button. Click it.

  1. All Place Markers and Search Rectangles drawn on the map are cleared away.



Saved Keywords and Searches

You will probably find it useful to reuse the same search Keywords and Place Types again and again for different geographic areas on the map. To make this easier, Maps2Markets has 2 different types of saved searches. You can save just the Keyword (to use with multiple Place Types), or you can save both the Place Type and the Keyword.

Adding Saved Keywords

  1. Make sure you are on the Database Settings tab.

  2. Find Saved Keywords textbox.

  1. Enter your Keywords in the textbox, one per line.

Example:

Oncologist

Pediatrician

Dietician

  1. Click Save Settings.



Adding Saved Searches

  1. Make sure you are on the Database Settings tab.

  2. Find Saved Searches textbox.

  1. Enter your Search Terms in the textbox, one per line.

Example:

Doctor;Oncologist

Doctor;Pediatrician

Health;Dietician

  1. The format is: Place Type;Keyword

  2. Click Save Settings.



Searching using Saved Keywords and Saved Searches

  1. Make sure you are on the Find Google Places tab.

  2. Choose a Place Type.

  3. Find the Keyword dropdown.

  4. Notice your Saved Keywords are now in the dropdown.

  5. Choose (saved keywords) or (saved searches).

  6. A dialog box pops up asking for multiple selections.

  7.  

  8. Using your Mouse and Control Key, multi-select the keywords or searches you would like to apply.

  9. Choose an area to search, or (multi)select some items from Known Rectangles.

  10. Choose Search Button or Search Selected Rectangles Button, depending on your desire.

  11. Each selected rectangle is searched for each selected keyword.



Database Settings

Certain settings have an affinity toward the Global Application and some follow each Database. Here we try to enumerate all the settings which are associated with each Database. The Proxy Settings (next section) are also specific to each database.

Database Settings Tab Screenshot



Setting The Automated Qualifier (deprecated)

  1. Make sure you are on the Database Settings tab.

  2. Find Automated Qualification -> Use Template

  3. Select an Automated Qualification Template from the dropdown.

  4. Click the Save Settings button.

Choosing (Loading) a Database (2 Methods)

  1. Method 1 – Using Database Setting Tab

    1. Make sure you are on the Database Settings tab.

    2. Find the Database Listview on the right side of the screen.

    3. Double Click any Database.

  1. Method 2 – Using Top Dropdown

  1. Find the Current Database dropdown on the Database Statistics toolbar at the top of the Screen.

  2. Select a Database from the dropdown.

  3. The selected Database is loaded.

Excluding Leads Based on Certain Strings

  1. Make sure you are on the Database Settings tab.

  2. Find Fine Tuning settings on the right under the Database list.

  3. Locate the Exclude Leads Pattern textbox.

  4. Enter a new pattern in the textbox.

    1. Case insensitive

    2. Can include simple regular expressions

    3. OR | character is reserved and is compared first, allowing a long list of strings and regular expressions.

    4. Example: blockbuster|redbox|hol+yw[o0]+d

  5. Click Save Settings button.

  6. Any search results matching this criteria are listed as Excluded and are not added to the Database as detected leads.

Including Leads Based on Certain Strings

Warning: Please make sure you understand this eliminates all results except for those which match this pattern.

  1. Make sure you are on the Database Settings tab.

  2. Find Fine Tuning settings on the right under the Database list.

  3. Locate the Must Match Pattern textbox.

  1. Enter a new pattern in the textbox.

    1. Case insensitive

    2. Can include simple regular expressions

    3. OR | character is reserved and is compared first, allowing a long list of strings and regular expressions.

    4. Example: blockbuster|redbox|hol+yw[o0]+d

  2. Click Save Settings button.

  3. Only search results matching this pattern are not listed as Excluded on the results list are added to the Database as detected leads.

Setting Pending-Details Processing to Run During Searches

This adjusts how many Details are requested every few seconds when the Pending Details are being downloaded. The default is (8). You may need to use proxy servers to increase this number, as Google will begin to punish you with quota errors if you are too greedy.

  1. Make sure you are on the Database Settings tab.

  2. Find Queue Settings on the right under the Database list.

  3. Locate the Batch Process Details After Rectangles Queue Empty checkbox.

  1. Uncheck the checkbox.

  2. Click Save Settings button.



Changing the Number of Details to Fetch Per Batch

This adjusts how many Details are requested every few seconds when the Pending Details are being downloaded. The default is (8). You may need to use proxy servers to increase this number, as Google will begin to punish you with quota errors if you are too greedy.

  1. Make sure you are on the Database Settings tab.

  2. Find Queue Settings on the right under the Database list.

  3. Locate the Number of Details Per Batch textbox.

  1. Enter a new Number in the textbox.

  2. Click Save Settings button.

Changing Time between Details Batches

You may also find it is necessary to increase the amount of time between requests to keep Google happy and most efficiently delivering results.

  1. Make sure you are on the Database Settings tab.

  2. Find Queue Settings on the right under the Database list.

  3. Locate the Time (ms) Between Batches textbox.

  4.  

  5. Enter a new Number in the textbox (the time you wish to wait in milliseconds).

  6. Click Save Settings button.

Changing Time between Details Requests (individual requests inside each batch)

This is a fine tuning setting that you should not have to alter it unless Google is throwing too many Quota errors for your IP. You would generally increase this value by 100ms or so at a time until you found the perfect number for your connection.

  1. Make sure you are on the Database Settings tab.

  2. Find Fine Tuning on the right under the Database list.

  1. Locate the Time (ms) Between Details Requests textbox.

  2. Enter a new Number in the textbox (the time you wish to wait in milliseconds).

  3. Click Save Settings button.

Changing Time between Search Page Requests (individual requests inside each batch)

This is a fine tuning setting that you should not have to alter it unless Google is throwing too many Quota errors for your IP. You would generally increase this value by 100ms or so at a time until you found the perfect number for your connection.

  1. Make sure you are on the Database Settings tab.

  2. Find Fine Tuning on the right under the Database list.

  1. Locate the Time (ms) Between Search Page Requests textbox.

  2. Enter a new Number in the textbox (the time you wish to wait in milliseconds).

  3. Click Save Settings button.



Proxy Settings and Usage

Enabling and Changing Proxy Settings

Proxy servers give your computer the ability to use a “middle-man” server in some alternate location to hide your actual IP address from Google. This also allows you to change IPs if Google is being strict with its request quotas. The IP address Google will see is the IP address of the Proxy Server.

  1. Make sure you are on Database Settings tab.

  2. Find the Proxy Settings options on the lower right hand side of the screen.

  3. To enable Proxy Server usage, click the Use Proxies checkbox.

  4. Proxy Feed – By default a free XML feed of public proxy servers is included. That means if you do not want to, you do not need to purchase any special proxies for this product.

  5. Proxy File – If you do have your own private proxy servers place that file in the C:\Program Files\Maps2Markets directory and name it proxies.txt.

  6. Score Time can be changed also. This is how long Maps2Markets waits before deciding whether a proxy server is being successful or failing. Because only a percentage of requests might fail, this gives Maps2Markets long enough to determine that percentage.

  7. Switch Score is the number of failures that can occur within the Score Time. Once the Switch Score is reached within the Score Time the next proxy is used.

  8. Click Save Settings button.

  9. All proxies are tested periodically and the fastest, most responsive are put at the top of the list. That means, by default Maps2Markets is picking out the best proxies and making sure it tries to exhaust those before moving onto slower proxies.

Toggling Proxy Server Off and On

You may find it useful to either turn Proxy Server settings on or off at a moment’s notice. When you disable Proxy Server settings, the application stops using Proxy Servers and begins to directly connect to Google and other websites from your IP address.

  1. Make sure you are on Database Settings tab.

  2.  

  3. Find the Proxy Settings options on the lower right hand side of the screen.

  4. To enable Proxy Server usage, check the Use Proxies checkbox.

  5. To disable Proxy Server usage , uncheck the Use Proxies checkbox.

  6. Click Save Settings button.

Manually Switching Proxy Servers

Sometimes when you are actively using the application, you might not want to wait for it to determine proxy servers have started failing, or perhaps you just want to use a different/specific proxy server. There are a couple ways this can be accomplished.

Method 1 – Using the Next Proxy Server Button

  1. Make sure you are on the Find Google Places tab.

  2. Find the Proxy Toolbar on the bottom left of the screen.

  3. Click the Next Proxy Server Button.

  4.  

  5. The Proxy Server is switched to the next available proxy server on the dropdown list. Proxy Servers are put on the list based on how fast they return meaning the fastest should always be first, the next fastest, and so on.

Method 2 – Using Proxy List Dropdown (Manually selecting a server)

  1. Make sure you are on the Find Google Places tab.

  2. Find the Proxy Toolbar on the bottom left of the screen.

  3. Locate the Proxy List Dropdown on the Proxy Toolbar.

  4. Select a Proxy Server from the dropdown list.

  5.  

  6. The Proxy Server is switched to the selected proxy server on the dropdown list.



Finding the Geolocation of your Proxy Server

You may wish to determine where the current proxy server is physically located. Some countries have agreements with Google limiting the data Google provides. This is not often a problem, sometimes you might wonder as a matter of curiosity.

  1. Make sure you are on Find Google Places tab.

  2. Find the Proxy Toolbar on the bottom left of the screen.

  3. Locate the Geolocate Proxy Server Button on the Proxy Toolbar (round GPS icon).

  4.  

  5. Click the Geolocate Proxy Server Button.

  6. The name of the Geolocated City and Region show up on the Location Toolbar under the Location textbox.







Global Settings

Sales Campaign and Product Settings

Maps2Markets includes basic product and sales campaign qualification features. It provides a very simple interface to maintain Products, Product Categories, and Sales Campaigns. These campaign names, and product names will filter into Business Intelligence as you qualify leads, make phone calls and log them, etc… The settings allow you to specify a product sales price and cost, so Maps2Markets can eventually help you fine-tune your offerings and improve your margins. Since a typical sale might be several product, the same information is inquired for Sales Campaigns. If you do not know, guestimate those numbers.



Adding a New Product

  1. Make sure you are on the Global Settings tab.

  2. Find Add/Delete Products on the right hand side of the screen.

  1. Enter your Product Name in the Product Name field.

  2. Click the Add Product Button (paper icon with Plus Sign)

  3. Enter a new Product Category or choose an existing Product Category in the Product Category dropdown.

  4. Enter a Sale Price for your product. This is the Gross Sale Price.

  5. Enter a Cost for your product. This is what the Product costs you to fulfill the order. This field is only used to help compute margins.

  6. Enter an Order Form URL for your product. This field lets you specify a URL which has an Order Form for the Product listed. This will let you quickly place orders via Web Form for people while you talk to them on the telephone. Note: This can be a link to a shopping cart on your website or it can be to an affiliate offer.

  7. If you would like to Enable ordering of this Product, make sure the Ordering Enabled Checkbox is checked. Otherwise, this product will not come up in lists of Products to place an order for while working on Sales Campaigns.

  8.  


  9. Click Save Product button.

Copying an Existing Product

  1. Make sure you are on the Global Settings tab.

  2. Find Add/Delete Products on the right hand side of the screen.

  3. Select a Product from the list of products using your Mouse or the arrow keys.

  4.  

  5. Click the Copy Product Button.

  6. Edit your new Product Name in the Product Name textbox.

  7. Enter a new Product Category or choose an existing Product Category in the Product Category dropdown.

  8. Enter a Sale Price for your product. This is the Gross Sale Price.

  9. Enter a Cost for your product. This is what the Product costs you to fulfill the order. This field is only used to help compute margins.

  10. Enter an Order Form URL for your product. This field lets you specify a URL which has an Order Form for the Product listed. This will let you quickly place orders via Web Form for people while you talk to them on the telephone. Note: This can be a link to a shopping cart on your website or it can be to an affiliate offer.

  11. If you would like to Enable ordering of this Product, make sure the Ordering Enabled Checkbox is checked. Otherwise, this product will not come up in lists of Products to place an order for while working on Sales Campaigns.

  12. Click Save Product button.

Deleting an Existing Product

  1. Make sure you are on the Global Settings tab.

  2. Find Add/Delete Products on the right hand side of the screen.

  3. Select a Product from the list of products using your Mouse or the arrow keys.

  4.  

  5. Click the Delete Product Button (red X icon in toolbar).



Adding a New Sales Campaign

  1. Make sure you are on the Global Settings tab.

  2. Find Add/Delete Sales Campaigns on the right hand side of the screen.

  3. Enter your new Campaign Name in the Campaign Name field.

  4. Click the Add Campaign Button (paper icon with Plus Sign)

  5. Enter a new Product Category or choose an existing Product Category in the Product Category dropdown.

  6. Enter a Approximate Sale Price for each conversion. This is the Gross Sale Price not of each product, but of an order. If an order is usually 4 tires, this would be the Gross Product Price of each Tire x 4 + Delivery/Service Fees.

  7. Enter a Cost to fulfill an average order. This is what the Approximate Sales Price costs you to fulfill the order. This field is only used to help compute margins.

  8. Click Save Campaign button.



Copy an Existing Sales Campaign

  1. Make sure you are on the Global Settings tab.

  2. Find Add/Delete Sales Campaigns on the right hand side of the screen.

  3. Select an existing Sales Campaign from the list of campaigns using your Mouse or the arrow keys.

  4.  

  5. Click the Copy Sales Campaign Button (2 pieces of paper).

  6. Enter your Campaign Name in the Campaign Name field.

  7. Enter a new Product Category or choose an existing Product Category in the Product Category dropdown.

  8. Enter an Approximate Sale Price for each conversion. This is the Gross Sale Price not of each product, but of an order. If an order is usually 4 tires, this would be the Gross Product Price of each Tire x 4 + Delivery/Service Fees.

  9. Enter a Cost to fulfill an average order. This is what the Approximate Sales Price costs you to fulfill the order. This field is only used to help compute margins.

  10. Click Save Campaign button.



Deleting an Existing Sales Campaign

  1. Make sure you are on the Global Settings tab.

  2. Find Add/Delete Sales Campaigns on the right hand side of the screen.

  3. Select a Sales Campaign from the list of campaigns using your Mouse or the arrow keys.

  1. Click the Delete Sales Campaign Button (red X icon in toolbar).







Working with Leads in Maps2Markets

Refreshing Leads with New Criteria

After you update your Filter criteria, you need to Refresh the results.

  1. Make sure you are on the View and Export Leads tab.

  2. Enter any Filter criteria in the Basic Filter sub-tab and/or using a Filter Set to filter by Business Intelligence.

  3. Check or Uncheck the Limit Results Checkbox and set the maximum number of results to return.

  4. Click the GO: Refresh Leads Button.

  5. The Leads Report is refreshed using the appropriate filters and columns.



Deleting Leads from Your Leads Database

As you search through Google Maps, the Google Places API may return some old businesses that are closed, things you may not care about like ATMs and whatnot. You might want to remove your competitors from your sales databases.

  1. Make sure you are on the View and Export Leads tab.

  2. Enter any Filter criteria in the Basic Filter sub-tab and/or using a Filter Set to filter by Business Intelligence.

  3. Click the GO: Refresh Leads Button.

  4. The Leads Report is refreshed using the appropriate filters and columns.

  5. Use your mouse and the Control Key to multi-select items in the Leads Report listview.

  6. Optionally click Select All to select all Leads on the report.

  7. Click Hide Selected.

  8. The Selected Leads are now Hidden. They will not show up in Leads Reports any longer (except with the View Hidden option selected). They will also not be re-added to your Leads Database. This effectively marks them as a Lead you are not interested in.



Showing Hidden Leads from Your Leads Database

As you search through Google Maps, the Google Places API may return some old businesses that are closed, things you may not care about like ATMs and whatnot. You might want to remove your competitors from your sales databases.

  1. Make sure you are on the View and Export Leads tab.

  2. Enter any Filter criteria in the Basic Filter sub-tab and/or using a Filter Set to filter by Business Intelligence.

  3. Toggle the Is Hidden checkbox to the Checked position.

  4. Click the GO: Refresh Leads Button.

  5. The Leads Report is refreshed using the appropriate filters and columns. Instead of showing all your Leads, it only shows those leads which have been Hidden/Deleted.

  6. Continue to learn more about Undeleting Leads that you have previously Hidden or Deleted.

Unhiding/Undeleting Leads from Your Leads Database

Follow the steps above to Show Hidden Leads from your Leads Database. Then follow the steps below to Unhide any Leads you might want to resurrect.

  1. Use your mouse and the Control Key to multi-select items in the Leads Report listview.

  2. Optionally click Select All to select all Leads on the report.

  3. Click Unhide Selected.

  4. The Selected Leads are now Unhidden.

  5. Remember: Toggle the Is Hidden checkbox to the Unchecked and click the Refresh Leads Button to return to your Unhidden Leads Report.



Return Only Leads Containing Details, Website and Email Addresses

You can limit the Leads Report results to only those leads containing certain information. There are currently 3 basic types of filters. You can limit for those who have Google Places Details imported, those that have known websites, and those that have known email addresses.

  1. Make sure you are on the View and Export Leads tab.

  2. Open the Basic Filter Sub-tab on the right hand side of the screen.

  3.  

  4. There are a few checkboxes of significance. Toggle them individually, or combine them.

    1. Has Details – limit results to only results that have Google Places Details

    2. Has Website – limit results to only results that have a known Website

    3. Has Email(s) – limit results to only results that have a known Email Address

  5. Click the GO: Refresh Leads Button.

  6. The Leads Report is refreshed using the appropriate filters and columns.



Searching Leads by Date Imported or Updated

You can search leads by either the date the lead was for imported, or the last time the lead details have been fetched and updated. These are actually usually the same value.

  1. Make sure you are on the View and Export Leads tab.

  2. Open the Basic Filter Sub-tab on the right hand side of the screen.

  3.  

  4. In the Date dropdown choose a Date Filter Type (Imported or Updated).

  5. Choose your From Date and To Date criteria (defaults to one week back).

  6. Click the GO: Refresh Leads Button.

  7. The Leads Report is refreshed using the appropriate filters and columns.



Searching Leads by City, State or Name

You can search leads by either the date the lead was for imported, or the last time the lead details have been fetched and updated. These are actually usually the same value.

  1. Make sure you are on the View and Export Leads tab.

  2. Open the Basic Filter Sub-tab on the right hand side of the screen.

  3.  

  4. In the City textbox enter a city substring that you would like to limit the results to.

  5. In the State textbox enter a state/region substring that you would like to limit the results to.

  6. In the Name Text textbox enter a substring that you would like to limit the Name of the Place to.

  7. Click the GO: Refresh Leads Button.

  8. The Leads Report is refreshed using the appropriate filters and columns.



Searching Leads by Search Term or Place Type used to Locate Them

You may want to limit results to those which were returned under specific searches by Google Maps and the Google Places API. For instance, you may want to limit results to just the ‘doctor’ results that were returned for the keyword ‘oncologist’. You can leave either blank, for example finding all hits on ‘oncologist’ for both ‘doctor’, ‘health’, and ‘establishment’.

  1. Make sure you are on the View and Export Leads tab.

  2. Open the Basic Filter Sub-tab on the right hand side of the screen.

  3. In the Search Term dropdown you can find all the search terms used to find Leads in your database.

  4. Choose one of the Search Terms to limit results to Leads found under that Search Term. (Maps2Markets stores each search term a lead was found under).

  5. In the Place Type dropdown you can find all the Place Types used to find Leads in your database.

  6. Choose one of the Place Types to limit results to Leads found under that Place Type. (Maps2Markets stores each search term a lead was found under).

  7. Click the GO: Refresh Leads Button.

  8. The Leads Report is refreshed using the appropriate filters and columns.



Searching Leads by Custom Business Intelligence Filter Set

As you build your Business Intelligence database, you will want to run specific custom searches based upon that data. You might want to return just the entries with a certain number of Twitter Followers, or perhaps just those that meet a certain campaign qualification threshold.

  1. Make sure you are on the View and Export Leads tab.

  2. Make sure you have created any Intelligence Filters that you would like to search by. For more information, see Adding Intelligence Filters.

  3. At the top left of the screen find Step 1: Choose Filters and Refresh List

  4. Choose the Filter Set you would like to limit your results to from the Using Filter Set dropdown.

  1. Enter any Filter criteria in the Basic Filter sub-tab

  2. Click the GO: Refresh Leads Button.

  3. The Leads Report is refreshed using the appropriate filters and columns.



Adding Business Intelligence Columns to Leads Report

You may wish to display/export some Business Intelligence you have gathered about your leads. In order to do this, you will need to Add then Select a set of Custom Columns.

  1. Make sure you are on the View and Export Leads tab.

  2. Open the Set Columns on the right hand side of the screen.

  3. Make sure you have created any Column Sets that you would like to add to your Leads report. For more information, see Adding Custom Column Sets.

  4. At the top left of the screen find Step 1: Choose Filters and Refresh List

  5. Choose the Column Set you would like to add to your results to from the Add Columns dropdown.

  1. Enter any Filter criteria in the Basic Filter sub-tab and/or using a Filter Set to filter by Business Intelligence.

  2. Click the GO: Refresh Leads Button.

  3. The Leads Report is refreshed using the appropriate filters and columns.



Setting Current Sales Campaign for View and Export Leads Report

You may wish to display/export some Business Intelligence you have gathered about your leads. In order to do this, you will need to Add then Select a set of Custom Columns.

  1. Make sure you are on the View and Export Leads tab.

  2. Open the Set Columns on the right hand side of the screen.

  3. Make sure you have created any Sales Campaigns that you would like to qualify leads for.

  4. Every lead can be qualified for each Sales Campaign separately.

  5. At the top left of the screen find Step 1: Choose Filters and Refresh List

  6.  

  7. Choose the Sales Campaign you would like to add to your results to from the Campaign dropdown.

  8.  

  9. Enter any Filter criteria in the Basic Filter sub-tab and/or using a Filter Set to filter by Business Intelligence.

  10. Click the GO: Refresh Leads Button.

  11. The Leads Report is refreshed using the appropriate filters and columns.



Exporting Leads to Excel / CSV Output

You may want to take a list of leads and export them to another application or a full featured CRM platform such as Salesforce.com, SugarCRM.com or Act.

  1. Make sure you are on the View and Export Leads tab.

  2. Enter any Filter criteria in the Basic Filter sub-tab and/or using a Filter Set to filter by Business Intelligence.

  3. Choose a Column Set you would like to include using the Add Columns dropdown.

  4. Click the GO: Refresh Leads Button.

  5.  

  6. The Leads Report is refreshed using the appropriate filters and columns.

  7. Use your mouse and the Control Key to multi-select items in the Leads Report listview.

  8. Optionally click Select All to select all Leads on the report.

  9.  

  10. Click the GO: Export Selected Button.

  11. Enter a name for your export file and click the Save Button.

  12. You can now import the saved CSV File into whichever software you would like.



Exporting All Email Addresses for Use in Other Applications

You may want to export all the Email Addresses that Maps2Markets and the MoneyNode have found for Leads in your Database.

  1. Make sure you are on the View and Export Leads tab.

  2. Enter any Filter criteria in the Basic Filter sub-tab and/or using a Filter Set to filter by Business Intelligence.

  3. Choose a Column Set you would like to include using the Add Columns dropdown.

  4. Click the GO: Refresh Leads Button.

  5. The Leads Report is refreshed using the appropriate filters and columns.

  6. Use your mouse and the Control Key to multi-select items in the Leads Report listview.

  7. Optionally click Select All to select all Leads on the report.

  8. Click the Intel Exports Sub-tab to the right side of the Leads Report listview.

  1. All Email Addreses are listed here, copy and paste them into another application or save them to a text file or spreadsheet.





Copying Selected Leads to Another Database

  1. Note: Make sure both the Source Database and the Target Database exist.

  2. Make sure you are on the View and Export Leads tab.

  3. Enter any Filter criteria in the Basic Filter sub-tab and/or using a Filter Set to filter by Business Intelligence.

  4. Choose a Column Set you would like to include using the Add Columns dropdown.

  5. Click the GO: Refresh Leads Button.

  6. The Leads Report is refreshed using the appropriate filters and columns.

  7. Use your mouse and the Control Key to multi-select items in the Leads Report listview.

  8. Optionally click Select All to select all Leads on the report.

  9. Find the Advanced Actions to Perform on Selections section in the middle of the top of the screen.

  10. Choose a Database from the Copy To Database dropdown box.

  11. Click the GO: Copy To DB Button.

  12. Selected Leads are now copied from the Source (current) Database to the Target (new) Database.





Gathering Business Intelligence



Starting an Internal Maps2Markets Intelligence Probe

  1. Make sure you are on the View and Export Leads tab.

  2. Enter any Filter criteria in the Basic Filter sub-tab and/or using a Filter Set to filter by Business Intelligence.

  3. Choose a Column Set you would like to include using the Add Columns dropdown.

  4. Click the GO: Refresh Leads Button.

  5. The Leads Report is refreshed using the appropriate filters and columns.

  6. Use your mouse and the Control Key to multi-select items in the Leads Report listview.

  7.  

  8. Optionally click Select All to select all Leads on the report.

  9. Find the Gather Business Intelligence section in the middle of the top of the screen.

  10. Choose Internal from the Probe Type Dropdown box.

  11. Choose an Internal Template from the Internal Template Dropdown box (create templates on the Global Settings Tab – jump there quickly with Edit Templates link).

  12. Click the GO: Begin Intel Probe.

  13. All of the Selected Leads will be probed for basic information by the Maps2Markets application. This will take a couple minutes to complete processing. (Note: This option does not require or use the MoneyNode Business Intelligence Engine).





Finding Properties with a Money Node Intelligence Probe

  1. Make sure you are on the View and Export Leads tab.

  2. Enter any Filter criteria in the Basic Filter sub-tab and/or using a Filter Set to filter by Business Intelligence.

  3. Choose a Column Set you would like to include using the Add Columns dropdown.

  4. Click the GO: Refresh Leads Button.

  5. The Leads Report is refreshed using the appropriate filters and columns.

  6. Use your mouse and the Control Key to multi-select items in the Leads Report listview.

  7.  

  8. Optionally click Select All to select all Leads on the report.

  9. Find the Gather Business Intelligence section in the middle of the top of the screen.

  10. Choose Find Properties from the Probe Type Dropdown box.

  11.  

  12. Click the GO: Begin Intel Probe Button.

  13. All of the Selected Leads will be probed for basic information by the Maps2Markets application. This will take a couple minutes to complete processing. (Note: This requires the MoneyNode Business Intelligence Engine).

Updating Intelligence from Properties with a Money Node Intelligence Probe

  1. Make sure you are on the View and Export Leads tab.

  2. Enter any Filter criteria in the Basic Filter sub-tab and/or using a Filter Set to filter by Business Intelligence.

  3. Choose a Column Set you would like to include using the Add Columns dropdown.

  4. Click the GO: Refresh Leads Button.

  5. The Leads Report is refreshed using the appropriate filters and columns.

  6. Use your mouse and the Control Key to multi-select items in the Leads Report listview.

  7.  

  8. Optionally click Select All to select all Leads on the report.

  9. Find the Gather Business Intelligence section in the middle of the top of the screen.

  10. Choose Update Properties from the Probe Type Dropdown box.

  11.  

  12. Click the GO: Begin Intel Probe Button.

  13. All of the Selected Leads will be probed for basic information by the Maps2Markets application. This will take a couple minutes to complete processing. (Note: This option requires the MoneyNode Business Intelligence Engine).



Manually Setting Business Intelligence Values

  1. Make sure you are on the View and Export Leads tab.

  2. Enter any Filter criteria in the Basic Filter sub-tab and/or using a Filter Set to filter by Business Intelligence.

  3. Choose a Column Set you would like to include using the Add Columns dropdown.

  4. Click the GO: Refresh Leads Button.

  5. The Leads Report is refreshed using the appropriate filters and columns.

  6. Use your mouse and the Control Key to multi-select items in the Leads Report listview.

  7.  

  8. Optionally click Select All to select all Leads on the report.

  9. Find the Advanced Actions to Perform on Selections section in the middle of the top of the screen.

  10. Choose an Intelligence Key from the Manual Intelligence Dropdown box or enter a key manually (See: About Business Intelligence Keys).

  11. Enter a Value in the Enter Value dropdown/textbox. (Note: In the future, existing values may be added to dropdown).

  12. Click the GO: Add Intel Button.

  13. The entered value is now set for all of the Selected Leads.



Manually Setting Sales Campaign Lead Pipeline Percentage Values

  1. Make sure you are on the View and Export Leads tab.

  2. Enter any Filter criteria in the Basic Filter sub-tab and/or using a Filter Set to filter by Business Intelligence.

  3. Choose a Column Set you would like to include using the Add Columns dropdown.

  4. Click the GO: Refresh Leads Button.

  5. The Leads Report is refreshed using the appropriate filters and columns.

  6. Use your mouse and the Control Key to multi-select items in the Leads Report listview.

  7.  

  8. Optionally click Select All to select all Leads on the report.

  9. Find the Advanced Actions to Perform on Selections section in the middle of the top of the screen.

  10. Choose a Lead Percentage value from the Lead Percentage dropdown box or enter a value manually.

  11. Click the GO: Set Qualified Button

  12. .

  13. The campaign pipeline percentage is stored in the campaign.CampaignName/pipeline key. The selected value is now set for all of the Selected Leads.



Adding Business Intelligence Filter Sets

  1. Make sure you are on the View and Export Leads tab.

  2. Click the Intel Filters Sub-tab to the right side of the Leads Report listview.

  3. Enter a new (or existing) Filter Set Name in the Filter Set Name dropdown box.

  4. Click the New Filter Button (document with green plus sign)

  5. .

  6. Choose an Operation. Intelligence Filters support operations AND and NOT.

  7. Choose an Intelligence Key from the Filter Key dropdown. This will include Intelligence Types as well as placeholders for Property types.

  8. Choose a Comparison Type from the Comparison dropdown box for the Intel Filter.

  9. Enter a Value in the Value(s) dropdown box to use for Comparison if the Comparison Type requires one. Exists does not require one, it only tests if the key exists. Equals or Greater Than require a value to compare against.

  10. Click the Save Filter Button.

  11. All Filters for this Filter Set (including the recently added Filter) will be listed in the Intelligence Filters listivew. All Filters in a Filter Set are used in combination. To test one by itself, double click the Filter from the Intelligence Filters listview and the leads will be refreshed using that filter alone.



Adding Business Intelligence Filters Based on Existing Filters (Copying)

  1. Make sure you are on the View and Export Leads tab.

  2. Click the Intel Filters Sub-tab to the right side of the Leads Report listview.

  3. Choose an existing Filter Set Name in the Filter Set Name dropdown box.

  4. Use your mouse to single-select items in the Intelligence Filters listview.

  5. Click the Copy Filter Button (document with copy of document next to it).

  6. Change relevant settings for the new Filter.

  7. Click the Save Filter Button.

  8. All Filters for this Filter Set (including the recently added Filter) will be listed in the Intelligence Filters listivew. All Filters in a Filter Set are used in combination. To test one by itself, double click the Filter from the Intelligence Filters listview and the leads will be refreshed using that filter alone.



Deleting Business Intelligence Filters from Intel Filter Sets

  1. Make sure you are on the View and Export Leads tab.

  2. Click the Intel Filters Sub-tab to the right side of the Leads Report listview.

  3. Choose an existing Filter Set Name from the Filter Set Name dropdown box.

  4. Only Filters in this Filter Set are now listed

  5. .

  6. Use your mouse and the Control Key to multi-select items in the Intelligence Filters listview.

  7.  

  8. Click the Delete Filter(s) Button (red X icon).

  9.  

  10. All Filters still left for this Filter Set (including the recently added Filter) will be listed in the Intelligence Filters listivew. All Filters in a Filter Set are used in combination. To test one by itself, double click the Filter from the Intelligence Filters listview and the leads will be refreshed using that filter alone.



Adding Business Intelligence Column Sets

  1. Make sure you are on the View and Export Leads tab.

  2. Click the Set Columns Sub-tab to the right side of the Leads Report listview.

  3.  

  4. Enter a new Column Set Name in the Column Set Name dropdown box.

  5.  

  6. Click the New Column Button (document with green plus sign).

  7. Enter a Column Name for the column. Intelligence Filters support operations AND and NOT.

  8. Choose an Intelligence Key from the Source Intel Key dropdown. This dropdown will include Intelligence Keys as well as Property types that exist in the system. This is the Source of the Data that will be in the Column of the report.

  9. Choose a Column Type from the Column Type dropdown box. You can use the value itself, tell whether the value exists, or display aggregate information like averages, counts, sum totals and more.

  10. Enter a Value in the Value(s) dropdown box. Depending on the type the value can differ.

    1. Value(s) – If the Source Intel Key does not exist for the Lead, this is the Default Value

    2. Exists – If the Source Intel Key exists you can provide text for Exists, Not Exists. The default is “true,false”. You can change it to whatever you like “exists, not exists”, “yes, no”, etc…

  1. Click the Save Column Button.

  2.  

  3. All Columns for this Column Set (including the recently added Column) will be listed in the Intelligence Columns listivew. All Columns in a Column Set are used in combination.



Adding Business Intelligence Columns Based on Existing Columns (Copying)

  1. Make sure you are on the View and Export Leads tab.

  2. Click the Set Columns Sub-tab to the right side of the Leads Report listview.

  3. Choose an existing Column Set Name in the Column Set Name dropdown box.

  4. Use your mouse to single-select items in the Intelligence Columns listview.

  5. Click the Copy Column Button (document with copy of document next to it).

  6. If you want to save this to a new column set, enter the Column Set Name in the Column Set Name dropdown/textbox.

  7. Change relevant settings for the new Column (see Adding above for details).

  8.  

  9. Click the Save Column Button.

  1. All Columns for this Column Set (including the recently added Column) will be listed in the Intelligence Columns listivew. All Columns in a Column Set are used in combination.



Deleting Business Intelligence Columns from Intel Column Sets

  1. Make sure you are on the View and Export Leads tab.

  2. Click the Column Sets Sub-tab to the right side of the Leads Report listview.

  3. Choose an existing Column Set Name from the Column Set Name dropdown box.

  4. Only Columns in this Column Set are now listed.

  5. Use your mouse and the Control Key to multi-select items in the Intelligence Column listview.

  1. Click the Delete Column (s) Button (red X icon).

  2.  

  3. All Columns for this Column Set (minus the recently deleted Column) will be listed in the Intelligence Columns listivew. All Columns in a Column Set are used in combination.

  4. Warning: There is no way to undelete a column, but it can easily be recreated.





Configuring the MoneyNode using Maps2Markets



If your version of Maps2Markets includes the MoneyNode Business Intelligence Platform, you have the power to extract data from almost any website on the internet without writing a line of code. If you need even more power, the full source code to the MoneyNode is included. There is also a powerful user module system to keep your code organized and simple to outsource if need be.

First, you are able to create parsing patterns using either Regular Expressions or jQuery CSS Selectors. This gives you the best of both worlds for parsing complex HTML. The MoneyNode uses the powerful PhantomJS headless browser to make sure even HTML that is added through Javascript includes is included and able to be parsed.



Adding Business Intelligence User Configured Parser Patterns

  1. Make sure you are on the Money Node Business Intelligence tab.

  2. Click the User Configured Parsing Sub-tab.

  3. Click the New User Parser Button (record with plus sign).

  4.  

  5. Choose an existing Property Type in the Property Type dropdown box or enter a new Property Type.

  6. Choose a Parser Type in the Parser Type dropdown box. Regexp is for regular expressions, Selector is for CSS Selectors.

  7. Choose a Match Type to save in the Target Intelligence Key:

    1. First Match – Returns just the first match

    2. All Matches – Returns a comma separated list of matches

    3. Count – Returns an integer count of matches found

  8. Enter a Parser Pattern. This is the actual Regular Expression or jQuery Selector. See cheat sheets below.

    1. For Regular Expressions – Parentheses return the inner match

    2. jQuery Selectors cannot include Javascript currently

  9. Choose an Intelligence Key from the Target Intel Key dropdown. This dropdown will include Intelligence Keys as well as Property types that exist in the system. This is the Target of the Data that is returned from matches.

  10. Choose a Set Type. This option indicates whether this value is logged historically or uses a default value. If logged historically it is saved both as intelligence/inteltype/keyname and intellog/inteltype/keyname and stored with a timestamp. This allows future graphing of trends (like Twitter followers) over a period of time. If updated daily or monthly , it would make a nice graph for a whole market of potential customers or even competitors. This also indicates whether it uses a default value. A default value is inserted when there are no matches.

  11. If relevant in Set Type provide a Default Value in the Default Value(s) dropdown/text box.

  1. Click the Save Pattern Button.

  2.  

  3. All User Patterns (including the recently added User Pattern) will be listed in the User Configured Parsing list view.



Editing Business Intelligence User Configured Parser Patterns

  1. Make sure you are on the Money Node Business Intelligence tab.

  2. Click the User Configured Parsing Sub-tab.

  3.  

  4. Double Click any User Parser Pattern.

  5. It will open up in on the right side and the right side will say Editing User Parser the ID is also displayed at the bottom right (ex. Editing ID: 8).

  6. Update relevant Fields (see Adding for descriptions of each field).

  7.  

  8. Click the Save Pattern Button.

  9. All User Patterns (including the recently edited User Pattern) will be listed in the User Configured Parsing list view. Any MoneyNode intelligence probes will now use the new patterns.



Copying Business Intelligence User Configured Parser Patterns

  1. Make sure you are on the Money Node Business Intelligence tab.

  2. Click the User Configured Parsing Sub-tab.

  3. Use your mouse or the arrow keys to Select any User Parser Pattern.

  4. Click the Copy User Pattern Button (two records) on the User Configured Parsing toolbar.

  5.  

  6. It will open up in on the right side and the right side will say Editing User Parser the ID is also displayed at the bottom right (ex. Editing ID: (copy of 8)).

  7. Update relevant Fields (see Adding for descriptions of each field).

  8. Click the Save Pattern Button.

  9.  

  10. All User Patterns (including the recently added User Pattern) will be listed in the User Configured Parsing list view. Any MoneyNode intelligence probes will now use the new patterns.



Deleting Business Intelligence User Configured Parser Patterns

  1. Make sure you are on the Money Node Business Intelligence tab.

  2. Click the User Configured Parsing Sub-tab.

  3. Use your mouse or the arrow keys to Select any User Parser Pattern.

  4.  

  5. Click the Delete Selected User Pattern Button (red x) on the User Configured Parsing toolbar.

  6. The User Pattern is now deleted.

  1. Warning: Deleted patterns cannot be recovered, but they can easily be recreated.

  2. All User Patterns (not including the recently deleted User Pattern) will be listed in the User Configured Parsing list view. Any MoneyNode intelligence probes will now use the new patterns.



Second, you are able to configure powerful Intelligence from Intelligence extrapolation. This just lets you compute an average for instance and be able to use it for reporting later on. In the MoneyNode, you can actually implement Javascript code which can use intelligence information to fetch other information. An example might be fetching DNS record information about a domain to see if they host their email in the cloud or have their own mail server. Each lead with a website automatically has a record inserted at network/domain, so using network/domain as a source key all the MX records could be looked up and logged under network/dns.mx or network.dns/mx whatever you choose. Naming standards may develop in the user community, but for now it is open.



Adding New Derived Business Intelligence Settings

  1. Make sure you are on the Money Node Business Intelligence tab.

  2. Click the Configure Intelligence From Intelligence Sub-tab.

  3.  

  4. Click the Add New Derived Intelligence Button (record with plus sign).

  5.  

  6. Choose an existing Filter Set in the Filter Set dropdown box or enter a new Filter Set.

  7. Choose an Intelligence Key from the Source Intel Key dropdown. This dropdown will include Intelligence Keys as well as Property types that exist in the system. This is the Source of the Data that will be transposed to the Target Key.

  8. Choose an Intelligence Key from the Target Intel Key dropdown. This dropdown will include Intelligence Keys as well as Property types that exist in the system. This is the Target of the Data that is returned from the transposition of the Source Key.

  9. Choose a Set Type from the Set Type dropdown. This is the transposition operation that occurs to the Data from the Source and to the Target Keys.

  10. Enter any Required Data or Default Data in the Value(s) dropdown/text box.

  11.  

  12. Click the Add From Intel Button.

  1. All Derived Intelligence Settings (including the recently added Derived Intelligence Setting) will be listed in the Intelligence From Intelligence list view.



Editing Business Intelligence Derived Business Intelligence Settings

  1. Make sure you are on the Money Node Business Intelligence tab.

  2. Click the Configure Intelligence From Intelligence Sub-tab.

  3. Double Click any Derived Intelligence Setting from the Intelligence From Intelligence list view .

  4. It will open up in on the right side and the right side will say Editing Derived Intelligence Key the ID is also displayed at the bottom right (ex. Editing ID: 8).

  5. Update relevant Fields (see Adding for descriptions of each field).

  6.  

  7. Click the Save Intel From Intel.

  8.  

  9. All Derived Intelligence Settings (including the recently edited Derived Intelligence Setting) will be listed in the Intelligence From Intelligence list view. Any MoneyNode intelligence probes will now use the new settings.



Copying Business Intelligence User Configured Parser Patterns

  1. Make sure you are on the Money Node Business Intelligence tab.

  2. Click the Configure Intelligence From Intelligence Sub-tab.

  3. Use your mouse or the arrow keys to Select any Derived Intelligence Setting from the Intelligence From Intelligence list view .

  4. Click the Copy Selected Setting To New Setting Button (two records) on the Intelligence From Intelligence toolbar.

  5. It will open up in on the right side and the right side will say Copying Derived Intelligence Key the ID is also displayed at the bottom right (ex. Editing ID: (copy of 7)).

  6. Update relevant Fields (see Adding for descriptions of each field).

  7. Click the Add Intel From Intel Button.

  8.  

  9. All Derived Intelligence Settings (including the recently added Derived Intelligence Setting) will be listed in the Intelligence From Intelligence list view. Any MoneyNode intelligence probes will now use the new settings.





Deleting Business Intelligence User Configured Parser Patterns

  1. Make sure you are on the Money Node Business Intelligence tab.

  2. Click the Configure Intelligence From Intelligence Sub-tab.

  3. Use your mouse or the arrow keys to Select any Derived Intelligence Setting.

  4.  

  5. Click the Delete Selected Derived Intelligence Setting (red x) on the Intelligence From Intelligence toolbar.

  6. The selected Derived Intelligence Settings are now deleted.

  7.  

  8. Warning: Deleted settings cannot be recovered, but they can easily be recreated.

  9. All Derived Intelligence Settings (not including the recently deleted Derived Intelligence Setting) will be listed in the Intelligence From Intelligence list view. Any MoneyNode intelligence probes will now use the new settings.





Lead Caller / Lead Information Popup

Opening a the Lead Caller Dialog Box for a Specific Lead

  1. Make sure you are on the View and Export Leads tab.

  2.  

  3. Enter any Filter criteria in the Basic Filter sub-tab and/or using a Filter Set to filter by Business Intelligence.

  4. Click the GO: Refresh Leads Button.

  5. The Leads Report is refreshed using the appropriate filters and columns.

  6.  

  7. Double Click the lead you would like to open with your mouse.

  8. The Lead Caller Dialog Box will open with the selected Lead.

  9.  



Browsing a Web Property from the Lead Caller Dialog

  1. Make sure you are in the Lead Caller Dialog Box. It should say Lead Caller in the Window Title and be opened to a specific Lead.

  2. The most popular Web 2.0 sites have icons at the top of the Lead Info Tab which will be highlighted/enabled for known properties. For any of these types, all you need to do is click the icon. This includes Google+, Facebook, Twitter, Pinterest, Youtube, Yelp, Foursquare and more. The property will open in the Browser window on the right.

  3. Other Web Properties can be opened by finding the Web Property in the Collected Business Intelligence on the bottom and double clicking on that Business Intelligence item. The property will open in the Browser window on the right.

  4.  

  5. Optionally click the Internet Explorer, Firefox or Google Chrome icons to browse the web page in an external browser.

Testing a Mobile Website from the Lead Caller Dialog

  1. Make sure you are in the Lead Caller Dialog Box. It should say Lead Caller in the Window Title and be opened to a specific Lead.

  2. Open a Web Property using one of the methods in the above instructions for Browsing a Web Property from the Lead Caller Dialog.

  3. Click the Mobile Phone icon under either the Lead Info tab or the Website (Browser) tab. This will load the current website from the Browser on the right into a Dual Panel display you can use to preview Mobile websites.

  4.  

  1. The Selected Tab on the right side of the screen is automatically switched from Website (Browser) to Website (Mobile).

  2. The current website is loaded in both the panel on the Left and the Panel on the right. On the left, a browser simulates the Android User Agent. On the right, the browser simulates an iPhone User Agent. This lets you see what their web site presents for the two most common mobile platforms.

  3. Soon: Use the Browser 1 and Browser 2 User Agent dropdowns to select specific Android and iPhone versions… plus try other platforms like BlackBerry and WebOS.



Placing a Skype or Google Voice Call from Lead Caller Dialog

  1. Make sure you are in the Lead Caller Dialog Box. It should say Lead Caller in the Window Title and be opened to a specific Lead.

  2.  

  3. Click either the Google Voice or the Skype Icons.

  4. The appropriate Application loads and auto-dials the current lead.

  5.  

  6. Note: Any application that supports URL types tel:// (for Google Voice) and callto:// (for Skype) can be substituted.

  7. Optional: You can Log the Call for your Sales Campaign and Set the Pipeline Percentage for this Lead.



Adding a Call Note and Setting Pipeline Percentage for Sales Campaign

  1. Make sure you are in the Lead Caller Dialog Box. It should say Lead Caller in the Window Title and be opened to a specific Lead.

  2. Find the Call Log section at the top of the Lead Info Tab.

  3. Choose a campaign from the Campaign Dropdown Box. If you chose a campaign on the View/Export Leads Tab it should already be selected

  4. .

  1. Choose a percentage from the Percent Dropdown Box. This percentage will indicate this lead’s position in your sales pipeline for this particular sales campaign (Add/Edit Campaigns in Global Settings Tab). Their pipeline percentage represents the percentage chance you will land this client. Mathematically, this lead is worth the Average Net Sale price * Pipeline Percentage if you are using this number to help estimate the overall value of your pipeline at any given moment.

  1. Click the Add Call Icon (Paper with Pencil) in the toolbar at the top of the Call Log section.

  2. The pipeline percentage and call log are now saved and available in your Business Intelligence.

  1. Optional: You can also indicate interest in any product.



Indicating Interest in a Specific Product (within Campaign)

  1. Make sure you are in the Lead Caller Dialog Box. It should say Lead Caller in the Window Title and be opened to a specific Lead.

  2. Find the Call Log section at the top of the Lead Info Tab.

  3. Choose a campaign from the Campaign Dropdown Box. If you chose a campaign on the View/Export Leads Tab it should already be selected.

  1. Find the Place Order section under the Call Log section of the Lead Info Tab.

  2. Choose a product name from the Product Name Dropdown Box. You can enter a non-campaign product manually by typing it.

  3.  

  4. Choose an interest level from the Product Interest Dropdown Box. This will let you choose things like interested, not interested, buys, owns. If they own a copy machine, they probably buy paper and ink. For your next campaign, target only people you know buy and consume a specific product.

  5. Click the Add Product Interest Icon (Paper with Pencil) in the toolbar at the top of the Place Order section

  6. .

  7. The product interest is now noted in your Business Intelligence and is available for Searching, Filtering, and Reporting.



Taking an Order over the Phone/Skype

Maps2Markets allows you to configure products which can then be added by product category to a specific sales campaign. Each sales campaign has a product category associated with it, and each category can have several products. Each product that is configured can have an order form URL associated with that product. This can be your own website or even an affiliate website URL. If you use an affiliate URL, talk to your affiliate manager about being able to take and enter customers information over the phone. This is a great way to get started right away, without even having any form of in-house payment processing.

  1. Make sure you are in the Lead Caller Dialog Box. It should say Lead Caller in the Window Title and be opened to a specific Lead.

  2. Find the Call Log section at the top of the Lead Info Tab.

  3.  

  4. Choose a campaign from the Campaign Dropdown Box. If you chose a campaign on the View/Export Leads Tab it should already be selected.

  5. Find the Place Order section under the Call Log section of the Lead Info Tab.

  6.  

  7. Choose a product name from the Product Name Dropdown Box.

  8.  

  9. Click the Place Order Button (Green Dollar Sign $) directly after the Product Name.

  10. The configured Order Form URL for the product (Global Settings) will open in the Website (Browser) tab on the right side of the window.

  11. Optionally click the Internet Explorer, Firefox or Google Chrome icons to open the Order Form URL in an external browser.

  12. The sale is now logged in the Business Intelligence. It currently logs no information about the sale, just that you clicked the sale button and that a sale was indicated. Any information you want to add can be added manually Business Intelligence in the Collected Business Intelligence section at the bottom of the Lead Info Tab.

  13.  



Finding Web Properties from the Lead Caller Dialog

  1. Make sure you are in the Lead Caller Dialog Box. It should say Lead Caller in the Window Title and be opened to a specific Lead.

  2. Click on one of the Web Property icons at the top of the tab or double click on any Web Property in the Collected Business Intelligence. The property will open in the Browser window on the right.

  3. On the Website (Browser) tab, choose a type of Web Property to find from the Search For Properties Dropdown Box.

  4. Click the Search For Properties Button (Magnifying Glass). A Google search will be returned using the Lead Information (Business Name, City, State).

  5. Click on one of the Websites on the Google Search that returns in the Web Browser under the Website (Browser) tab.

  6. Select a Web Property type from the Set Current Page As Dropdown Box.

  7.  

  8. Click the Save Current Page As Button (Paper with Pencil).

  9. This URL is now set in your Business Intelligence as a Web Property for this Lead. Future Business Intelligence updates will gather any information using parsers configured for this property type.

  10. You can optionally Find a Web Property by browsing to it through the normal website that comes up (if there is a link) and following the same instructions.

Step 1

Step 2



Adding Manual Business Intelligence in Lead Caller Dialog

  1. Make sure you are in the Lead Caller Dialog Box. It should say Lead Caller in the Window Title and be opened to a specific Lead.

  2.  

  3. Find the Collected Business Intelligence section at the bottom of the Lead Info tab.

  4. Select or Manually Enter an Intelligence Key in the Set Key Dropdown Box. All existing intelligence key names will be listed in the dropdown. You are also able to add properties.

  5. Enter the value you would like to set in the Value Dropdown Box.

  6.  

  7. Click the Add Business Intelligence Button (Paper with Pencil).

  8. The keyed Business Intelligence is added to the Collected Business Intelligence List View. The source is listed as Manual.

  9.  



Deleting Collected Business Intelligence in Lead Caller Dialog

  1. Make sure you are in the Lead Caller Dialog Box. It should say Lead Caller in the Window Title and be opened to a specific Lead.

  2. Find the Collected Business Intelligence section at the bottom of the Lead Info tab.

  3. All Business Intelligence for this Lead is listed in the Collected Business Intelligence List View.

  4. Using your Mouse and Control Key, multi-select the Business Intelligence items you would like to delete.

  1. Click the Delete Selected Business Intelligence Button (Red X).

  2. Intelligence Key is deleted and the Collected Business Intelligence List View is refreshed without the deleted item(s).

Synchronizing a Lead with Existing CRM Systems

  1. Currently you can only export using CSV. Enhanced integrated functionality coming in 2014.

Display Lead Qualification Script in Lead Caller Dialog

  1. Lead Qualification script functionality coming in 2014.



Editing Lead Information Inside the Lead Caller Dialog

  1. Make sure you are in the Lead Caller Dialog Box. It should say Lead Caller in the Window Title and be opened to a specific Lead.

  2. Find the Lead Information section at the top of the Lead Info Tab.

  3.  

  4. Click the Edit Lead Info Button.

  5. Edit the information in the text boxes under the Lead Information section.

  1. Click the Save Lead Info Button.

  2. The Lead Information is now updated in the Lead Caller screen and in the Leads database.

  1. Coming in 2014: Any edited Lead Information will become global and will filter through to all databases.





Appendix A: Reg Expressions Cheat Sheet

Source URL at bottom of Cheat Sheet.


Appendix B: jQuery Selector Cheat Sheet

Source URL at top of Cheat Sheet.





Appendix C: Software License Agreement

Maps2Markets License Agreement


1. This is an agreement between Licensor and Licensee, who is being licensed to use the named Software.


2. Licensee acknowledges that this is only a limited nonexclusive license. Licensor is and remains the owner of all titles, rights, and interests in the Software.


3. This License permits Licensee to install the Software on more than one computer system, as long as the Software will not be used on more than one computer system simultaneously. Licensee will not make copies of the Software or allow copies of the Software to be made by others, unless authorized by this License Agreement. Licensee may make copies of the Software for backup purposes only.


4. This Software is subject to a limited warranty. Licensor warrants to Licensee that the physical medium on which this Software is distributed is free from defects in materials and workmanship under normal use, the Software will perform according to its printed documentation, and to the best of Licensor's knowledge Licensee's use of this Software according to the printed documentation is not an infringement of any third party's intellectual property rights. This limited warranty lasts for a period of 30 days after delivery. To the extent permitted by law, THE ABOVE-STATED LIMITED WARRANTY REPLACES ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, AND LICENSOR DISCLAIMS ALL IMPLIED WARRANTIES INCLUDING ANY IMPLIED WARRANTY OF TITLE, MERCHANTABILITY, NONINFRINGEMENT, OR OF FITNESS FOR A PARTICULAR PURPOSE. No agent of Licensor is authorized to make any other warranties or to modify this limited warranty. Any action for breach of this limited warranty must be commenced within one year of the expiration of the warranty. Because some jurisdictions do not allow any limit on the length of an implied warranty, the above limitation may not apply to this Licensee. If the law does not allow disclaimer of implied warranties, then any implied warranty is limited to 30 days after delivery of the Software to Licensee. Licensee has specific legal rights pursuant to this warranty and, depending on Licensee's jurisdiction, may have additional rights.


5. In case of a breach of the Limited Warranty, Licensee's exclusive remedy is as follows: Licensee will return all copies of the Software to Licensor, at Licensee's cost, along with proof of purchase. (Licensee can obtain a step-by-step explanation of this procedure, including a return authorization code, by contacting Licensor at ben@botnetworks.com.) At Licensor's option, Licensor will either send Licensee a replacement copy of the Software, at Licensor's expense, or issue a full refund.


6. Notwithstanding the foregoing, LICENSOR IS NOT LIABLE TO LICENSEE FOR ANY DAMAGES, INCLUDING COMPENSATORY, SPECIAL, INCIDENTAL, EXEMPLARY, PUNITIVE, OR CONSEQUENTIAL DAMAGES, CONNECTED WITH OR RESULTING FROM THIS LICENSE AGREEMENT OR LICENSEE'S USE OF THIS SOFTWARE. If licensee's jurisdiction may not allow such a limitation of damages, the licensee is NOT authorized to install the software. THE LICENSEE MUST CONTACT THE LICENSOR FOR A FULL REFUND.


7. Licensee agrees to defend and indemnify Licensor and hold Licensor harmless from all claims, losses, damages, complaints, or expenses connected with or resulting from Licensee's business operations.


8. Licensor has the right to terminate this License Agreement and Licensee's right to use this Software upon any material breach by Licensee.


9. Licensee agrees to return to Licensor or to destroy all copies of the Software upon termination of the License.


10. This License Agreement is the entire and exclusive agreement between Licensor and Licensee regarding this Software. This License Agreement replaces and supersedes all prior negotiations, dealings, and agreements between Licensor and Licensee regarding this Software.


11. This License Agreement is governed by the law of Texas applicable to Texas contracts. Licensor and Licensee agree any and all litigation must take place in Williamson County in Georgetown, Texas.


12. The Software integrates Google Places API and Google Maps API v3. The Licensee is bound by Google’s Terms of Service. By violating Google's Terms of Service, the Licensee forfeits all rights and the License may be terminated by Licensor.


13. The Licensee is notified and aware of the Software's Privacy Policy attached below available at the website the software was purchased at.

14. This License Agreement is valid without Licensor's signature. It becomes effective upon the earlier of Licensee's signature or Licensee's use of the Software.



Maps2Markets Privacy Policy


This privacy policy sets out how botnetWorks.com uses and protects any information that you give botnetWorks.com when you use this website.

botnetWorks.com is committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified when using this website, then you can be assured that it will only be used in accordance with this privacy statement.

botnetWorks.com may change this policy from time to time by updating this page. You should check this page from time to time to ensure that you are happy with any changes. This policy is effective from December 5, 2013.


What we collect


We may collect the following information:



What we do with the information we gather


We require this information to understand your needs and provide you with a better service, and in particular for the following reasons:



Security


We are committed to ensuring that your information is secure. In order to prevent unauthorized access or disclosure we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.


How we use cookies


A cookie is a small file which asks permission to be placed on your computer's hard drive. Once you agree, the file is added and the cookie helps analyze web traffic or lets you know when you visit a particular site. Cookies allow web applications to respond to you as an individual. The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences.


We use traffic log cookies to identify which pages are being used. This helps us analyze data about web page traffic and improve our website in order to tailor it to customer needs. We only use this information for statistical analysis purposes and then the data is removed from the system.


Overall, cookies help us provide you with a better website, by enabling us to monitor which pages you find useful and which you do not. A cookie in no way gives us access to your computer or any information about you, other than the data you choose to share with us.


You can choose to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. This may prevent you from taking full advantage of the website.


Links to other websites


Our website may contain links to enable you to visit other websites of interest easily. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.