Installation

The installation of this module is similar to other Perfex module. Login to your Perfex website

Go to Setup > Modules
Install the flexibleleadfinder.zip which you have downloaded from the Envato Market with a valid purchase code.
If module successfully installed, you will see on modules page. Click on Activate link to activate the module.

Features

Search Businesses Based on Keywords
Target customers in a specific location/region
Target customers more narrowly with Radius Configuration
Collect Detailed information for Business such as email address, business address, phone numbers e.t.c
Automatic Staff Assign to Lead
Individual and Batch Business Import to Perfex CRM as Leads

How to Enable Google Places API.

To use this module, you need to enable Google Places API and get an API Key.

You can add Google API Key to Perfex.

On the Left Side Menu Click on the "Setup"=> Settings

if you do not have an existing Google API Key, Perfex Provides a Documentation on how to do that here

https://help.perfexcrm.com/google-configuration-features/

Once you have the Google API Key, You need to Enable Google Places API and Google Geocoding API

Step 1: Go to the Google API Console.

Step 2: Click on the "Select Project"

Step 3: Click on the "ENABLE APIS AND SERVICES"

Step 4: Search for "Places API" and "Geocoding API" and Enable them

Note: Google has now made it mandatory to have an active billing account associated with your API key. Click here to enable billing.

That's it Flexible Lead Search will use the Google API Key to Search Businesses and Sync them to your Lead.

How to Search and Import Businesses

On the Left Side Menu Click on the "Lead Finder" and Click on New Search

Enter the Keywords and Location and Click on "Search"

Once the Search is completed, You will see the list Search result with option to view the search results, the result contain the list of businesses returned in the search