The technology disclosed relates to identifying accounts and prospects nearby a salesman's location based on his real-time goal statuses and pre-assigned preferences. In particular, it relates to locating those accounts and prospects in the salesman's geographic vicinity that most likely require his attention or visit.The technology disclosed further relates to identifying centers of influence for closing sales effort events based on one or more employee attributes. In particular, it relates to recruiting personnel that are best candidates for servicing an account or prospect considering their work profiles. It also relates to ensuring accountability in sales efforts by tracking a salesman's customer relationship management via location records.