Snap Activity
When Prospecting is enabled, the Snap Activity panel gains a Leads section below the nearby customers list. This lets sales reps discover and act on leads without leaving the field.
What Changes in Snap Activity
With Prospecting enabled, the Snap Activity panel adds:
| Addition | Description |
|---|---|
| Leads section | Shows existing leads near your current location, below the customer list |
| Search button | "Find Prospects Nearby" triggers a live search for new businesses in the area |
| Convert button | Instantly convert a lead into a customer record |
| Blacklist button | Permanently exclude an irrelevant lead from future results |
| Lead details | Expandable details showing address, phone, website, VAT, and rating |
Converting a Lead
Tap the + button next to a lead to convert it. The lead moves to the customers section with a "New" badge, and you can immediately create an activity for the new customer.
Blacklisting a Lead
Tap the cancel button, then confirm. The lead is permanently removed and won't appear in future searches.
Searching for More
Tap Find Prospects Nearby at the bottom of the Leads section. Each search uses credits — the estimated cost is displayed before you search.
Radius and Filtering
The radius selector (1–5 km) affects both customers and leads. Changing the radius refreshes the leads list and clears any previous search results.
Controlling This Integration
The Leads section only appears when all of the following are true:
- Prospecting is enabled for your organization
- The "Allow harvesting in Snap Activity" setting is turned on
- You have permission to view prospecting