# Map and geolocation

Quickly view your customers and prospects on an interactive map. Locate nearby appointments and optimize your travel with a geographical view.

## Close customers

Simax allows you to identify close customers based on the addresses indicated on their respective websites.

To visualize customers located near a customer, simply access their file via the menu **CRM > Customer > Customers,** select the customer concerned, and then click on **\[\[Modify]].**

<figure><img src="/files/Q21jx6fZvZsQOPkzy7sY" alt=""><figcaption></figcaption></figure>

In **\[Addresses]**, **\[\[Close customers]]**

<figure><img src="/files/HQd8OKRbD6jTVv3p1BBs" alt=""><figcaption></figcaption></figure>

It is possible to view customers located within a defined radius (default: 50 km) on a map.

## Nearby appointments

From the CRM dashboard, it is possible to view **nearby appointments** on a map in order to optimize travel.

Go to **CRM > Sales dashboard**, then click \[\[**Nearby appointments**]].

<figure><img src="/files/TMJ7B06dXwR34Dnkvh3j" alt=""><figcaption></figcaption></figure>

The employee's appointments are displayed on a map.

<figure><img src="/files/ukf3buCn12cxnz6ssqPA" alt=""><figcaption></figcaption></figure>

Appointments are limited to those in the current month, but it is possible to filter them over a longer period.

On the map, it is possible to visualize:

* **Appointments:** green marker
* **Healthy customers:** blue marker
* **Prospects:** to be checked in the customer settings **(Settings > Plug-ins and options**, **\[\[Customer]])**, yellow marker
* **At-risk Customers** : to be defined in the customer settings (**Settings >  Plug-ins and options**, **\[\[Customer]])**, red marker

<figure><img src="/files/dNL8T71iuN4hbAa4uW72" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
If you do not want to consider customers who have not visited as outstanding customers, enter 0 in the “Number of months without a visit” field.
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://doc.simax.fr/documentation-simax-anglais/crm/map-and-geolocation.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.