<aside> 💡 Location filters are an easy way to quickly find specific locations that meet a specific criteria.

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Location search bar

You can search for a specific location or even a postcode using the search bar E.g. Searching for ‘BA2’ in the search input will return any locations where BA2 is part of their postcodes.

Requires Contact

The requires contact filter allows you to filter for locations that currently have a tag that requires contact within a set time period. You can then also filter for the time frame in which they require contact. Learn more about require contact tags here

Tags

You can use the ‘Tag’ filter to filter your locations by any of the tags you have created. You can select just one or multiple tags to filter by depending on what you are trying to filter. E.g. You could select one of your account manager tags and then your stocked statuses to see all of the current stockist for a specific account manager.

<aside> ℹ️ Use case: You could select one of your account manager tags and then your stocked status tag to see all of the current stockist for a specific account manager. You would then see the number of locations that matched that filter in the bottom right under ‘Filtered locations’ and then even export this list of locations to excel.

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Survey / Answers

Bowimi has a strong focus on making in the field data entry as easy as possible for sales reps through surveys and this filter then lets you filter your locations by which surveys have been submitted against them and then also by the answers to those questions.

<aside> ℹ️ Use Case: Say you have a ‘New Account’ survey that has a question that asks if the location is interesting in stocking/ sampling your product with a yes or no answer. You could use the Survey / Answers filter to filter all of your locations by ones where this new account survey has been submitted and they answered ‘Yes’ to the interest question to get a list of all potential prospects.

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