How to Guide - How to search an area in Rare: Monitor

In this page we show you how to search geographically in Rare: Monitor using 3 simple methods.

1. Postcode search is the simplest and most immediate way to find clinics within specific locations, using the postcode search within the top navigation.

Simply enter the first half of a postcode to return a result.

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2. Search in map view allows you to explore prospects in a map, enabling you to plan your sales visits and routes with ease.

Simply open up the map view on the top right hand corner of the dashboard, use the filters to explore the types of prospects you are interested in and add the results to lists by clicking into each record in turn.  

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3. Create a territory to search within if you want to explore a region which is made up of several postcodes or areas.

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Once you are in the Territories view, simply give the territory you are interested in a name, then scroll down to the map view and start to select the areas you are interested in. Once you have the area you are interested in press ‘Submit’ at the bottom and then return to your list view. When you are back in the list view, you can then use the ‘Territories‘ filter on the top of the screen to select the territory you have just created.

Screen recording   sep 26, 2024