List View

The list view panel is a quick and easy way to browse through more shippers faster.

Overview

List view in Shipper CRM is a handy tool that allows you to easily view a comprehensive list of shippers in a specific area of the map. This guide will walk you through how to effectively use list view for gathering detailed information about shippers.

Accessing list view

1. Navigate to the Magic Map: From the dashboard in Shipper CRM, navigate to the Magic Map.

2. Zooming In for List view:

   • Initially, you'll see shippers represented as bubbles on the map.

   • To activate list view, you'll need to zoom in on your area of interest. List view becomes available only when individual shipper dots are clearly visible.

   • Find the list view button in the top right corner of the map area.

3. Activating list view:

   • Once you've zoomed in, click on the List View button to toggle list view

   • The map view will switch to a list format, showing all shippers in the focused area.

4. Moving around:

   • You can continue browsing the map like normal and move around

   • When you move away from the location where list view was opened, the refresh button will highlight

   • Click this button to refresh the list with updated shippers from your new location

Zoom in on an area to open list view and browse shippers

Using list view

1. Browsing Shippers:

   • Scroll through the list to see different shippers in the area.

   • Each shipper's entry provides key information like their name, what they specialize in, and the type of equipment they use.

2. Revenue Indicators:

   • Next to each shipper, you'll notice an indicator of their recent revenue, helping you gauge their business scale.

3. Instant Contact Availability:

   • Look for a green line at the top right corner of a shipper's listing. This indicates that instant contacts are available for immediate purchase.

4. Requesting Contacts:

   • If a shipper does not have an instant contact line, you can still request their contact information, which will typically be fulfilled in 2-3 business days.

5. Accessing Detailed Profiles:

   • Click on any shipper in the list to view their detailed profile, including phone numbers, addresses, and key contacts for communication.

6. View count & assignment:

   • All shippers in the list will display who they are assigned to within your organization (if they are assigned), as well as the number of times that shipper has been viewed by your team