Article Overview
This article will teach users how to create and assign Areas using the lasso tool from the mobile app for Android devices. Additionally, how to quickly access your own assigned Areas.
TIP: In order to perform the following actions, your role must have the "Manage Areas" permission enabled.
Part 1: Creating & Assigning Areas
This part will demonstrate how to create & assign a new area from the Android SalesRabbit mobile app.
- From the SalesRabbit mobile app, navigate to "SalesHub".
- Select the "Lass Tool" icon in the bottom right corner. Selecting this tool transforms your finger into a drawing tool, allowing users to create a boundary.
- Use your finger to create/draw the new area.
- If your company has multiple offices, select the appropriate office.
- A list of users from the selected office will appear. Select the user(s) that are to be assigned this new area -> click "Save".
- That area will now turn to that assigned user's User Color on the SalesHub map.
- To edit an area/area assignment, click on an existing area on the map.
- Select the "+" button to assign the area to another user(s) or add another user to the existing area.
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Select the trash icon to delete the area entirely.
- Note: deleting an area will not deleting any leads in that area.
Part 2: Accessing Your Assigned Areas
This part will demonstrate how to quickly navigate between your assign areas.
- From the SalesRabbit mobile app, select the "Map Settings" icon in the upper right corner.
- The "My Areas" toggle allows you turn enable/disable viewing your assigned areas on the map. Toggling this off will remove your area boundaries and User Colors from appearing.
- Selecting the "< Area x/x >" buttons allow you to quickly navigate and toggle between your own assigned areas.
- Your areas will be highlighted with your User Color.
Part 3: Area Filters
This part will demonstrate how to utilize the Areas Filter in the SalesRabbit Android mobile app.
- Select the "Filter" icon in the upper right corner to open your filters.
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The "Areas" filters allows users to determine if/which of other user's areas they'd like to display on their map.
- Note: the Areas Filter controls the ability to view other user's area on your map, not your own assigned areas.
- Filter By User: allows users to determine whose assigned areas they'd like to appear on the map.
- From/To Date: view assigned areas within a certain date range.
- Quick Date: select a quick date range (today, yesterday, this week...) rather than manually inputting a custom date range in the from/to fields.
- Once finished setting your areas filter, select "Done" in the upper right corner to apply. Your map will now be populated with applicable Areas within the parameters set.
Pro Tips
- When assigning areas, don't forget to set your Area Settings from the Web App.
- Accounts with the DataGrid AI Add-On are also able to create/assign areas using DataGrid Areas.