Definition

A Spot is a place where Flags are located or meet physically.

For example, a Spot may be:

  • a building or an office belonging to a Circle,
  • a startup incubator or a co-working space,
  • a hotel establishment where company seminars are held,
  • a restaurant where a Circle of Flags regularly meets (e.g., a restaurant chosen to host Rotary meetings).

In a more traditional CRM, the notion of Spot is often a field within an account. For example, the field "Delivery Address" or the field "Billing Address".

WinTheDeals separates the two notions of Circles and Spots, which makes it possible to integrate into the CRM places such as restaurants, hotels or sports clubs that do not easily fit in a traditional CRM.

Attachments can be linked to Spots.

Use

Data Entry

The creation of a Spot is assisted.
In most cases, you only need to start entering the address and choose the right address from the choices provided.

CRM - Edit Tag
CRM - Edit Tag

 

Spot View

Spot Details

 

CRM - Tag Details

 

Spot Circles

 

CRM - Tag Circles

 

Spot Flags

 

CRM - Tag Circles

 

Spot Attachments

 

CRM - Tag Circles

 

Spots List

 

CRM - Tags List

 

Spot Fields

  • Spot Name
  • Address
  • Address Line 2
  • City
  • State
  • Postal Code
  • Country
  • Latitude
  • Longitude
  • Additional Information

 

Metadata

Creation Date : May 9, 2019
Update Date : June 25, 2019
Version : 003

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