Prospect Planner

You're already driving to today's delivery stops. The Prospect Planner answers
one question before you leave: who else is at or near those addresses? —
so the same trip can hand out flyers, drop a card, or spark a tasting. On a
day with no deliveries, it answers the same question for a walk from your
kitchen.

Find it under Sales & Finance → Customers & CRM → Prospect Planner. It
needs the CRM feature. With the Delivery feature, your route stops become
starting points too.

How It Works

Pick a date (it defaults to today). The planner shows one panel per
starting point:

• Delivery stops — every confirmed delivery stop that day.
• Your kitchen — when there are no stops that day (or you don't use
  Delivery), the planner walks from each kitchen in your current location
  instead. A kitchen needs a street address with map coordinates; add one under
  Locations if its panel says it has none.
• An address you type — enter any address in Walk from an address and
  choose Search here. It's added as one more starting point for this
  visit and isn't saved. Opportunities created from it belong to your current
  kitchen (or the nearest kitchen, when you're viewing a region).

Each panel has two lists:

• Already in your CRM — customers and pursuits whose saved addresses sit
  within the chosen radius of the stop. Each one is labeled:
  • Prospect — someone worth a knock.
  • Open opportunity — you're already working them; the row links to the
    pursuit instead of creating a duplicate.
  • Existing client — shown so you don't flyer a current client by
    accident.
• Nearby businesses — Google-discovered businesses around the starting
  point that are not in your CRM yet. This search runs only when you ask
  for it: each panel has a Search nearby businesses button, so you
  decide which addresses are worth a lookup instead of searching every stop on
  the route. Anything you already have (matched by place or address) is
  filtered out automatically, and re-searching the same spot the same day is
  served from cache.

The stop's own customer — and anyone else receiving a delivery that day —
never appears, even around your kitchen. They already get a visit.

List and Map

Use the List / Map switch to change how the starting points are shown. The
planner remembers your choice.

• List shows a full-width panel per starting point.
• Map shows every starting point with a ring at your search radius. Stops
  are numbered in route order and kitchens show as a house. CRM matches are
  colored by type (prospect, open opportunity, existing client). Google
  businesses appear after you search that starting point. The panels sit beside
  the map: Show on map centers a starting point, and clicking a pin scrolls
  to its row, where the actions are.

Drawing the map is free. It uses coordinates already saved on your addresses.
The map needs Google Maps to be set up. Without it, the planner stays on the
list.

Tuning the Search

• Radius — 100 m (same building), 200 m (same block, the default), or
  400 m (a short detour).
• Business types — toggle the category chips: Offices & coworking,
  Schools & universities, Churches & worship, Event venues, Hospitals &
  clinics, Gyms & studios, Hotels & lodging, Retail & salons, and
  Restaurants & cafes. The defaults aim at catering flyer drops; restaurants
  stay off unless you sell wholesale. Your last selection is remembered.

Converting a Pick

Every row has two actions:

• Create opportunity — starts a pursuit at the starting point's kitchen
  (for a stop, the kitchen that delivers it), named so you can trace it later
  ("Flyer drop — Summit Offices near Stop Diner").
  • An existing CRM customer keeps their record exactly as it is — converting
    never demotes a client.
  • A Google business becomes a new company prospect with its name,
    phone, website, and address filled in from the listing. No email is
    needed — add one when you actually make contact.
• + Sample — the same, but you land on the new pursuit with the
  Send Sample modal already open, ship-to ready to fill. See
  Sending Tasting Samples.

If the customer already has an open pursuit, the planner takes you to it
instead of creating a second one.

Planner-created customers and opportunities carry a nearby source, so
pipeline reporting can tell you how many deals started as flyer drops.

Prospect Credits

Google charges for every business search, so the planner meters it with
prospect credits. Your plan includes a monthly allowance; it resets at
each billing period and is used first. If you run out, an account admin can
buy a top-up from the Buy credits link on the planner's meter (the
Prospect Credits tab). Top-ups never expire and are used only after the
allowance runs out.

The balance meter in the planner header shows what's left. Buttons that cost
a credit say so. When a pool runs low, account admins get an in-app and
email notice. When it's empty, searches and imports stop until it renews or
someone tops it up; saved results and CRM matches keep working.

See every charge on the credits Transactions page
(/credits/transactions), filtered to Prospect Credits. For how
allowances, top-ups, and warnings work across all pools, see
Credits.