This is a question we get frequently: if I have to search by data sets, how can I see results from two different map objects at the same time? Luckily, there is a way to see multiple data sets at once. The trick is you have to do multiple searches.
For example, let’s say that you wanted to plan a route of leads and opportunities – primarily meet with your opportunities and then hit up a few leads to start the process with them. You want to do this on the same day, therefore you want them on the same route.
- Perform your first search. I started with a set of leads in Chicago and mapped them within a ten-mile radius.
- Now before you do your second search, you’ll want to uncheck “Clear Existing?” This is checked my default because typically you’ll only want to see one search at a time. Unchecking it will leave your previous search on the map.
- Now perform your second search. For this one I did an opportunities search over the same area.
And there you have it! Two different data sets on the map. From here, you can treat them as you would any search: export, create a route, etc.