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RealZips for Salesforce.com

RealZips on Page Layouts

Add key RealZips fields to all standard objects, to geographically connect all your CRM data.
 
If you hover on the RealZips zip code link, the key data for the RealZips will be shown. If you click on the link, you will jump to the page for the zip code.
 
You can also add additional RealZips-related fields to the page layouts (explained below).

 

Page Layout – Leads


Add key RealZips fields to all standard objects, to geographically connect all your CRM data.
 
  1. Edit Page Layout
  2. Add Section “RealZips GeoData”
  3. Add fields needed on the Lead page, based on the sample below.
  4. Save page layout
  5. Edit additional page layouts (in case your org uses different layouts)


Page Layout – Accounts

 
Sample layout for Accounts.
 
Note: the RealLocation Zip field is used to bypass ownership, and connect the account with a salesperson in a zip code outside the sales district.

Page Layout – Contacts

 
Sample layout for Contacts. By having Time Zone next to the phone number, it’s easy to time when to make outbound phone calls.  You can crate Account Views, based on Time Zones.


Page Layout – Opportunities


Page Layout – Mini Page Layout

 
When hovering on a RealZip link, the Mini Page Layout is shown:

To edit the Mini Page layout, edit the layout for a RealZip:

Move the fields you would to show in the Mini Page Layout to the right box. Save:
 

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