Article Overview
This guide provides step-by-step instructions on how an admin can select and reassign leads in bulk to a specific office and user in SalesRabbit Web App. It also highlights the notification process for lead ownership, making it a valuable resource for effectively managing and distributing leads within the SalesRabbit Browser.
Part 1: Bulk Select
This part demonstrates how to use "Bulk Select" leads from the Web App SalesHub Map.
- From the SalesRabbit Web App, navigate to "SalesHub" -> select "Map".
- To access Bulk Select, click the "+" icon near the top search bar. A dropdown menu will appear -> select "Bulk Select".
- Using the mouse, click and create a polygon shape around select leads. Once the shape is complete, a menu will appear on the right side listing the number of leads within the drawn shape. Additionally, a breakdown of how many leads of each status there are.
- Use the "Assign To" dropdown menu to quickly reassign these leads, in bulk, by selecting the appropriate office, then select the new user from the office selection.
- Click "Update" to apply any changes made.
Pro Tips
- If the number of leads is less than 500, the customer will be notified within the app synchronously. However, if the number of leads exceeds 500, the user will be notified via email(asynchronously) once the lead ownership process is completed.
- Limit of leads selected per lasso: 175k
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