Article Overview
This article covers how to view the Proximity Indicator for leads and how to see where a user was located when they created and last updated the status of a lead. This information is logged regardless if the feature is toggled on or off.
TIP: A user's Role will need to have the "View Leads" permission enabled in order to view the Proximity Indicator on other user's leads.
Enabling Proximity Indicator (iOS)
This part will demonstrate how to access and enable the Proximity Indicator setting in the SalesRabbit iOS mobile app.
- After logging into the mobile app, navigate to "Home" -> select "Settings" (profile icon in the upper left corner).
- The Proximity Indicator Setting will be found under the "Map" section in settings.
- Enabling this setting will display the proximity indicator on leads in the SalesHub Map on your device.
Viewing Proximity Indicator (iOS)
This part will demonstrate how to view Proximity Indicator in the SalesHub Map on the SalesRabbit iOS mobile app. After enabling the proximity indicator setting on your own device, users will be able to view a small icon in the upper right corner of each individual lead, indicating the rep's proximity to the lead when it's status was last updated. There are 4 different icons for Proximity Indicator:
- Green Check Mark: the user was < 25 meters from the lead when it's status was last updated.
- Yellow Double Arc: the user was > 25 meters and < 100 meters from the lead when it's status was last updated.
- Red X: the user was > 100 meters away from the lead when it's status was last updated.
- Gray Question Mark: indicates that the user's location could not be determined. Typically, this occurs when the user's device location services are not enabled, when the lead was imported on the Web App, or the lead's status was updated from the Web App.
- The Proximity Indicator can also be viewed within each lead on the "Activity" tab.
- Select an existing lead -> click the "See Activity".
- This action will take you to that lead's activity tab and display a history of lead ownership and status changes.
- To the right of each recorded change, the proximity indicator will log the location of whichever user modified or created the leads.
- Note: it is independent of the lead owner (i.e. a manager could modify the status of a lead and it would log the manager's location, not the lead owner's location).
- Selecting the proximity icon will take to to a map view where users will be able to see, specifically, where the user was when they made the change/update.
- In the attached example, the user's location is displayed on the left and the location of the lead is on the right. This is where the user was when they updated the status of that lead.
Enabling Proximity Indicator (Android)
This part will demonstrate how to access and enable the Proximity Indicator setting in the SalesRabbit Android mobile app.
- After logging into the mobile app, select the three line icon in the upper left corner.
- Click "Settings".
- Navigate to the "Map" section -> Enable the "Proximity Indicator" setting.
- Enabling this setting will display the proximity indicator on leads in the SalesHub Map on your device.
Viewing Proximity Indicator (Android)
This part will demonstrate how to view Proximity Indicator in the SalesHub Map on the SalesRabbit Android mobile app. After enabling the proximity indicator setting on your own device, users will be able to view a small icon in the upper right corner of each individual lead, indicating the rep's proximity to the lead when it's status was last updated. There are 4 different icons for Proximity Indicator
- Green Check Mark: the user was < 25 meters from the lead when it's status was last updated.
- Yellow Double Arc: the user was > 25 meters and < 100 meters from the lead when it's status was last updated.
- Red X: the user was > 100 meters away from the lead when it's status was last updated.
- Gray Question Mark: indicates that the user's location could not be determined. Typically, this occurs when the user's device location services are not enabled, when the lead was imported on the Web App, or the lead's status was updated from the Web App.
- The Proximity Indicator can also be viewed within each lead on the "Activity" tab.
- Select an existing lead -> click the "See Activity".
- This action will take you to that lead's activity tab and display a history of lead ownership and status changes.
- To the right of each recorded change, the proximity indicator will log the location of whichever user modified or created the leads.
- Note: it is independent of the lead owner (i.e. a manager could modify the status of a lead and it would log the manager's location, not the lead owner's location).
- Selecting the proximity icon will take to to a map view where users will be able to see, specifically, where the user was when they made the change/update.
- In the attached example, the user's location is displayed on the left and the location of the lead is on the right. This is where the user was when they updated the status of that lead.
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