Article Overview
The Sales Rabbit "Map Overlays" enable you to display mapping information both on the Web App (app.salesrabbit.com) and in your iOS or Android apps. This data can be displayed in whatever way it is stored in your KML or KMZ files. (e.g. Specific data points, lines, heat mapping, or colored territory)
Note: The max file size for a map overlay file is 10 MB
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Part 1: Permissions for Map Overlays
In order to upload Map Overlays, you need to have the "Account Settings" permission enabled for your role. With the "Account Settings" permission enabled, you can access the "Settings" option in the lefthand menu where you will find the option for "Map Overlays" Note: owners and admins have this permission enabled by default.
- From the SalesRabbit Web App, navigate to "Settings" and then to "Roles & Permissions"
- Once inside the "Roles & Permissions" page, navigate to "Account Settings" and then click the toggle on the far right to "On".
Part 2: Upload a Map Overlay
- In the SalesRabbit Web App, navigate to "Settings" in the left-hand menu then navigate to "Map Overlays" under the Sales column.
- On the Map Overlays page you will see your previous uploaded files listed or you will see the option for "Add KML file". Note: the Map Overlays feature works with KML or KMZ formatted files.
- When you select the "Add" button it will allow you to choose which KML file to upload.
- After selecting the file, give the upload a "Display Name" (Title) and select which users will have access to this Map Overlay. This can be done by selecting a Department, Region, Office, or team as a whole or selecting users individually under "Visibility". Then click "Save" after making your selections
- Once saved, the file will be added to the lefthand menu.
- Click the Map Overlay you would like to see; if your file has heat mapping, boundary lines, or specific data points those will populate according on the map on the right-hand side. If you select another file the map will display whatever you have selected.
Viewing Map Overlays in the Mobile App
Once the upload of the Map Overlay is complete, it can be viewed by all users on the SalesRabbit Mobile app.
- Click here to view the Help Center article: Viewing Map Overlays In Mobile App