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Customers Nearby Card
Sales Dashboards
Published Jan 24 2019 Add to Digital Assistant

Customers Nearby Card

Shows you information on customers who are close to your location.

Whether you're at your normal office location or travelling cross-country or overseas, the Customers Nearby Card will alert you to any customers who have offices near you.

This Card shows you a list of nearby customers, their location on an interactive map, their address and your company contact. By clicking on a customer you can load directions to their address from your location, or open their record in Salesforce for more in-depth information.

Provides notifications Pin to Board What's the difference?
Screenshots
Whether you're on the go or at your normal office, see which customers are located nearby, with contact information and an interactive map.
App
Ask the Digital Assistant chatbot about nearby customers and see a live Google Maps image of customers who are close to your location, all from inside Microsoft Teams.
Teams
Use it with How can I use this with my service?
SalesforceSalesforce AirtableAirtable
Sentences users might say Can I customize that?
Are there any customers nearby? Show me nearby customers.
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