Maps & Filters
Atlas view that displays building information
Property Details Page/Panel
The tool for managing cards
Boards
This integration allows data to be synced between Atlas and a customer's system of record
CRM or Data ingestions
This feature will allow customers to associate multiple properties or contacts and manage their workflow
Accounts and Opportunities
Our new workflow feature
A star powered vertical
Solar
Maintaining property listings while zooming in and out uses this feature
Lock list or lock filter buttons
Customized lists of properties
Campaigns
The area within Atlas to create custom fields
Settings
A new sales tool that will auto generates test accounts
Demo 2.0
Person most likely responsible for the maintenance and operational oversight of a building
Property manager
Search properties within a custom boundary
Draw Area
Sub section of Dashboard that gives customers a view of their campaigns and assigned reps
My Work
The company we worked with to provide contact information
ZoomInfo
This feature will link properties that are managed by the same brand
Property Relations
A plant focused vertical that needs non-building square footage within a property shape
Landscaping
This designation on PDP indicates the owner's listed address matches the property address
Owner occupied
Sales reps can compare and rank their activity with each other
Leaderboard
5 of the 9 permit types customers can filter by in within Settings
HVAC
Electrical
Fire Life Safety
Plumbing
Security
Elevator
Roofing
Solar
Wireless
This feature will rank prospects via customer specific variables
Lead Scoring
Data for buildings before they are built
New Construction
Blueprints
5 of the 10 property filters Atlas provides to customers
Locations, ZIP codes, Property Type,
Area, Stories, Year, Permits, Ownership, Workflow, Custom fields
How Atlas contacts are added to the Contacts subsection within People
Manual creation via New Contact button
CRM integration sync
Data ingestion
The CSV Export tool exports a CSV file with this name
my_data.csv
This new workflow feature will have this object, which lets users track stages like "In Progress"
Closed
The feature will allow customers to search Atlas based on hardware they have installed or service
Equipment
or
Assets