Article Overview
This article will go over how to use the new Lead Map within the WebApp; It will also cover how to create and assign Areas to SalesRabbit users and view their leads
TIP: Your SalesRabbit users must be assigned to an Office org in order to be assigned areas.
Part 1:
How to access Maps
- Log in to the SalesRabbit WebApp
- From the left-hand menu, click SalesHub > Map (Beta)
Part 2:
Create and Assign areas to your SalesRabbit Users
- Using the "Draw New Area" pop-up box in the top left hand corner of the map, select which office you want to draw an area for
- Once the desired office has been selected, click the 'Draw' button and use your cursor to click where and how you want your area to look
- You do not need to drag the lines for your area, just click where you want all the points of interest to be
- After you have your desired location draw out, make sure to touch your end point with the beginning point to complete the area
- Finally, underneath 'Assign Users' select the user(s) that you want assigned to that area and click save
- The area will then change to the color of the selected user
Part 3:
Map Filters and how to use them
- In the upper right hand corner of the map, click the layers icon. ( 3 stacked plates )
- This will then show you toggle-able layers of the map.
- Areas
- Leads
- Terrain
- Toggling on Areas will allow you to view all of the created active or inactive areas and who is assigned to them
- Toggling on Leads will show you all of the active leads within your SalesRabbit account
- (If you cannot see all of the reps leads, you may not have the right permissions to do so)
- Using Terrain you can select how the map looks
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- Street, Satellite or Hybrid
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(Your lead statuses will be different from the sample image.)
Part 4:
Creating and Filtering Leads
- Towards the top of the screen in the center, there is a (+) icon. This will give you the option to create Multiple leads at a time, or just one.
- From here, just choose the lead status that you want and click on the map where you want to drop the lead(s)
- To filter your leads to only see certain leads that you desire, click the (Filter Leads) button in the top right hand corner
- You can choose to filter the date range. By the date the leads was created, last update, status change or appointments
- You can also filter by lead statuses
- In the top right, you will be able to see how many active filters you have currently activated