What are Candidate Layers in PiinPoint?
Candidate layers exist to streamline your site selection process so that it's easy to keep tabs on prospective sites.
Say you’ve identified a key area that is worth showing a franchisee, your client, or real estate approval team. With PiinPoint you can add these locations to your Candidate layer of prospective sites to later tour through on the map, include in a report, generate a real estate approval package on, or approve/reject the site.
Creating Candidate Layers
There are two ways you can start curating candidate lists in PiinPoint.
Upload your own data set in a previously developed spreadsheet, or
Right-click on the map to bring up the context menu, where you can then click Add as Candidate:
If you add a site through the context menu, you will be prompted to select a layer you'd like to add your candidate to. You can choose an existing layer or create a new layer.
Organizing Candidates by Status
Manage your real estate pipeline using PiinPoint's default Candidate categories, or create your own system for tracking site approval.
By default, when you create a new Candidate layer, there are six pre-populated stages that your site might be categorized by:
Select your ideal state from the drop down. If you have your own set of properties that you'd like to use, simply type them into the Status field:
A new option for "Approved" will now show up in your Status field.
Managing Candidate Information
Associate any other information about the prospective site by adding rows to your candidate menu.
You can add as many rows of information as you like to this menu. Think about this as an excel spreadsheet, by first adding a header for the Key and the actual information for the Value.
When it comes time to send off your data to a coworker, client or presentation, you can either take a screenshot of the map or build a report. In a report, the Candidate layer will be brought in as POIs on the Overview and POI tabs.
If you have more questions about Candidates, contact your Customer Success Manager via Chat or email: firstname.lastname@example.org.