Article Overview
This article will cover how to filter DataGrid AI pins based on the different desired data points.
TIP: The DataGrid AI filter will only appear for accounts who have DataGrid AI as part of their plan.
[Add a video tutorial here]
Part 1: DataGrid Filters (Android)
This part will cover how to manage the DataGrid Filters on Android mobile devices. The DataGrid filters give users the power to specify which DataGrid pins they would like to appear on the SalesHub map. DataGrid information is based on publicly available information.
- From an Android mobile device, navigate to the SalesHub by selecting the menu icon in the upper left corner of the home screen.
- Select "SalesHub" from the left hand side menu.
-
Select the "Filters" icon.
- On Android devices, the filters icon is located in the upper right corner. It's represented by an upside down triangle made of three lines.
- If an account has DataGrid AI as part of their plan, there will be a "DataGrid" filter option.
- Toggling on/off this filter will determine whether or not the user can see DataGrid pins on the SalesHub Map.
- Selecting the arrow to the left of the words "DataGrid" will open a dropdown menu of specific pieces of information a user can filter for.
-
Options to filter for include:
- Score: remove pins outside of the set range for Buyer Score.
- Home Build Year: filter for homes that were built within a specified year range.
- Square Feet: filter for homes within a desired range of square footage.
- Length of Residence: filter for homes where the tenets have resided at the residence for a specified period of time.
- Household Size: filter for homes of a specified listed household size.
- Credit Score: filter for homes with a desired listed credit score range.
- Age: filter by age of the home.
- Household Income: filter for homes within a listed range of household income.
-
Other available DataGrid filters include:
- Gender: filter for homeowners/renters of a listed gender.
- Primary Spoken Language: filter for homes by a primary spoken language.
- Occupancy: filter for homes listed as occupied by homeowners, renters, or both.
- Marital Status: filter pins by listed marital status.
- Occupation: filter for tenets with selected listed occupations.
- Steps to do the thing
Pro Tips
- The Occupancy filter is the most popular, as it allows you to remove pins listed as renters.
- Consider data points that will be useful for your industry. Here are some popular examples:
- Solar: Credit Score, Length of Residence.
- Roofing/Home Improvement: Year Home Built
- It is still a good idea to knock on every door. But filters allow you to focus on the homes that may be a higher priority to you in your first pass through an area.
If needed, link to the next section: DataGrid Filters (iOS)