Performing a Contour Proximity search

Use Contour Search to define and search for contacts, accounts, leads, or opportunities near a selected address or specify a place. For example, you are traveling for a trade show and when you are there you require to schedule sales meetings with other contacts or accounts in the same city.

Note:

The security access determines the available functions. Contact the administrator for any access rights changes. WebViewer users cannot access full functionality.
You must allow pop-ups before you can view a Contour map.

To perform a proximity search:

Select Contour Distance Search and click Account, Contact, Opportunity, or Lead from the Tools menu.

Note: You can also access the detail view for the record you require to search near and in the Task Pane, under Common Tasks, click Accounts Nearby, Contacts Nearby, Leads Nearby, or Opportunities Nearby.
Specify the search criteria:
Distance

The distance, or proximity, from the Starting from location.

Results

The number or records to include in the search results.

Starting from
Click this field and perform one of these actions:
Note: These options vary based on the search type.
- Select Specify Place and use the field below to specify a location, city, state or postal code.
  If you specify a city, state, or postal code, the center point of that location is used.
- Select a specific place from the list.
- Select a home or office address if available.
  User home or office address is not available if geocode information is not available.
Status

The list of status to filter the search results.
Note: This field is applicable only for Contact, Opportunity and Lead.

Priority

(Lead only) The list of priority to filter the search results.
Note: This field is applicable only for Lead.

Type

The list of type to filter the search results.
Note: This is field applicable only for Account, Contact and Opportunity.

Sub-Type

(Account only)The list of sub-type to filter the search results.
Note: This field is applicable only for Accounts. You can specify the value in this field only if the Type field is defined.
Click Search.
Click Display Map to view a map with the listed contacts or accounts, once the list is defined. See Viewing contacts, leads, opportunities or accounts on a Contour map

Note: You can also click Create Group, specify a name for the group to create a group based on the defined search criteria. A contact or account group is created and available from the Contact list and detail views or Account list and detail views.