What is Search Near Me?
The search near me is a search you can run in Beyond to find all your Customers, Contacts, or Worksites that are located in a specific area. This is a great sales resource for planning and finding nearby prospects or current clients that you can visit while you are in a specific area.
Search near me allows you to narrow down by pipeline status, account manger, and more!
*Note* Search near me functionality may required additional setup. If you do not see the search near me option in Beyond, contact your TempWorks Account Manager for more information.
How To Use Search Near Me
Search near me is found under the > Search > Search Near Me:
Search near me will automatically search by your location as long as Beyond has permission from your device's location services.
- Type in a city, state or full address that you are looking to travel to or drag the map to change locations
- Use the + and - buttons in the upper left to zoom in and out
- Use the button to filter your results by account manager, customer status, or pipeline status.
- Tap on a result to see a quick view of the record including applicable contact information and messages
Click on the name in the quick view to be brought to the related record.