How Can I Adjust Map Pins in Deals Using Enerflo?
Accurate map pin placement is crucial for ensuring that your designs, including those generated through Aerialytic, focus on the correct location. Below are the steps to adjust map pins in your Enerflo deals:
Steps to Adjust Map Pins
Open the Deal in Enerflo: - Go to the relevant deal. - Click the three dots next to the customer or lead's name.
Access Deal Details: - From the dropdown menu, select “Deal Details.” This will take you to the deal’s main configuration settings.
Adjust the Map Pin Location: - Scroll to the map section at the bottom of the page. - Zoom in or out as needed and drag the pin to the correct location .
Save Your Changes: - After moving the pin, make sure to select “Save Changes.” This will ensure the updated location is retained in the system.
Optional: Enter Latitude and Longitude Coordinates: - If precise placement is required, you can manually enter the latitude and longitude coordinates: - Navigate to the lead page by clicking the customer's name. - Input the Latitude and Longitude values, then click “Confirm Location.” - This step is particularly useful when dragging the pin is insufficient for exact location adjustments.
Impact on Aerialytic-Generated Designs
Updating the map pin will automatically ensure that the design request tools such as Aerialytic receive an updated and correct image of the house or area of interest. This minimizes errors in design generation and improves workflow efficiency .
Best Practices
Always confirm the pin location after updating the map to avoid any discrepancies.
Archive the existing design and re-run the AI design request when making significant adjustments .
Utilize the latitude and longitude feature for sensitive or highly specific mapping requirements.
By following these steps, you can ensure that Enerflo accurately reflects the correct location for your deals, supporting a seamless and efficient design process.