Customer Pins | Setup

Article Overview 

This articles demonstrates how to set up Customer Pins. Customer Pins are uneditable by all users and only visible to users within a designated radius on the mobile app.

Customer Pins can be a great alternative for accounts who don't want their users to view other user's leads, but want them to know where their existing customers are.

Note: users must have Owner/Admin access to set up this feature. Additionally, Customer Pin setup is only available to SalesRabbit Pro & Enterprise accounts.

Part 1: Customer Pin Configuration Wizard

This part will cover how to navigate the Customer Pin Configuration Wizard. This set up allows for a lead to be converted into a Customer Pin when it is marked with a specified lead status.

• From the SalesRabbit Web App, navigate to "Integrations" -> "Marketplace" -> "Add-Ons" -> select the "Customer Pin" tile.

• Next, navigate to "Configuration" -> click "Enable" or "Reconfigure".
  • Note: "Reconfigure" will appear as an option if you have previously enabled this add-on.

• Step 1: Select the lead status(es) you'd like to convert to customer pins.
  • When a lead is marked with the chosen status(es), the system will then create a customer pin for that lead. Typically a "Contract Signed", "Sold", or "Customer" status will suffice.
• Step 2: Select how often you would like to convert leads into customer pins. Set a delay until the customer pin will be created.
  • 10 minutes
  • 20 minutes
  • 30 minutes
• Step 3: Select what you'd like to happen to leads after creating a customer pin.
  • No changes to the lead.
  • Reassign the lead.
    • Note: when selecting this option, you'll also need to select which lead owner you'd like the lead to be reassigned to (view "New Lead Owner" field in the example below).
  • Delete the lead.
• Click "Finish" to apply your changes and complete your set up.

• Customer Pins are now enabled for your account! You will be automatically converting Leads into Customer Pins.

Part 2: Customer Locator Permission

This part shows the permission related to a Role's ability to view customer pins.

• From the SalesRabbit Web App, navigate to "Settings" -> select "Roles & Permissions".

• Select the "Role" you'd like to edit this permission for.
• Enable/Disable the "Customer Locator" permission for the selected role.
• Users whose role allows them access to this permission will be able to view Customer Pins on the mobile app.

Part 3: Customer Locator Settings

In addition to the customer pin configuration wizard and the associated permission to view customer pins, accounts should edit their Customer Locator Settings. 

Customer Pins are only visible to mobile app users & if the user is physically within the defined radius/distance of the customer pin. The Customer Locator settings allows accounts to set their desired radius to view customer pins.

• From the SalesRabbit Web App, navigate to "Settings" -> select "Customer Locator".

• Customer Locator: 
  • Use the dropdown to decide what information to display in customer pins.
    • Options include: "Display Name Only" & "Display Name & Address".
• Location Radius:
  • Use the dropdown option to decide the radius a mobile app user must be within to view the customer pin.
  • Radius options include (in miles): .25, .50, 1, 2, 3, 5, 10, 25, 50.
• Click "Save" to apply any changes made.

Part 4: Viewing Customer Pins - iOS

This part will demonstrate how SalesRabbit iOS mobile app users are able to access customer pins near their physical location.

• From the SalesRabbit iOS mobile app, navigate to "SalesHub".
• Customer Pins will display on the map if the mobile app user's location is within the set customer pin radius.
• In the example below, notice that there are both "Leads" and "Customer Pins".
• The Leads are displaying a set Lead Status.
  • Selecting the lead will display all the associated lead information, and may allow users to edit the information.
• The Customer Pins are displayed with a Checkmark icon.
  • Selecting a customer pin will display just the name & address, but will not allow any users to edit the information.

• Selecting the "Filter" icon in the upper left corner allows iOS mobile users to filter customer pins using the "Customers" filter.
  • Note: users can disable this filter will remove all customers from displaying on the SalesHub map.

• Additionally, mobile app users can navigate to the "Customers" tab at the top of the SalesHub to see a list of nearby customers.

Part 5: Viewing Customer Pins - Android

This part will demonstrate how SalesRabbit Android mobile app users are able to access customer pins near their physical location.

• From the SalesRabbit Android mobile app, select the menu icon in the upper left corner -> navigate to the "SalesHub".
• Customer Pins will display on the SalesHub map if the mobile app user's physical location is within the set customer pin radius.
• In the example below, notice that there are both "Leads" and "Customer Pins".
• The Leads are displaying a set Lead Status.
  • Selecting the lead will display all the associated lead information, and may allow users to edit the information.
• The Customer Pins are displayed with a Checkmark icon.
  • Selecting a customer pin will display just the name & address, but will not allow any users to edit the information.

• Selecting the "Filter" icon in the upper right corner allows Android mobile users to filter customer pins using the "Customers" filter.
  • Note: users can disable this filter will remove all customers from displaying on the SalesHub map.

• Additionally, mobile app users can navigate to the "Customers" tab at the top of the SalesHub to see a list of nearby customers.

Pro Tips

• Customer Pins are only visible by users on the mobile app who are within the defined radius set in the Customer Locator Settings.
• A lead can be set up to convert to a customer pin when marked with a designated lead status. Review Part 1 of this article to set up the automatic conversion.
• A .csv file of names & addresses can be imported into SalesRabbit as Customer Pins. Visit the Importing Customer Help Center Article for more details.