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Support Center

The Nearby Feature

Using the Mobile app's Nearby Feature, you will be able to see the addresses of your contacts that are nearby on a map. This can come in handy if you want to add a personal touch to your sales journey by stopping by when you are in the area, either for a planned meeting or as a surprise.

Note: The address used in the Nearby Feature will always be the one listed under the default address field for an organization. In the case of a person or deal, you will see the location listed under the default address field of the organization that is linked to that deal or person.

Sections

1: iOS

2: Android


The Nearby Feature in the iOS app:

To access the Nearby Feature on your iOS device, go to your Pipedrive mobile app’s home screen and click More > Nearby. Here you will see a map with all of the addresses that are near your current location. If it is the first time using the Nearby Feature, you will be asked to allow Pipedrive access to your current location.

nearby_view_ios.gif

You can filter the locations that you see by switching between deals, organizations, or people by selecting from the bar at the top.
If you want to filter the results even further on the map, you can click on the filter icon in the top right corner and apply any custom or default filters accordingly. Here you can filter for your address-type custom fields as well! 

After you find the address you are looking for, you can choose to view details related to that deal or contact, as well as choose to open up the address in your navigation app, to be on your way.


The Nearby Feature in the Android app: 

To access the Nearby Feature, go to your app’s home screen, and hit “…” > Nearby. Here you will see a map including all of the addresses that are nearby your current location. You will have to allow Pipedrive to access the device’s location if it’s your first time enabling this feature.

ANDROID_nearby.gif

From there you can filter your locations by switching between the deal icon, organization icon, and people icon in the top right corner of the screen.
If you want to further filter the results on the map, you can click on the filter icon in the top right corner under the geo-locator icon and apply any custom or default filters accordingly.

After you find the address you are looking for, you can choose to view details related to that deal or contact, as well as choose to open up the address in your navigation app to be on your way.

Questions? 

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