4. Filters - Android

Article Overview 

This article will cover how to manage the mobile app SalesHub filters on Android devices.

TIP: Certain filters listed below may not be available to your user depending on your role's permissions.

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Part 1: Filters

This part will walk through the available filters available on an Android mobile app. Whatever a user's filters are set to ultimately determines what information (leads, DataGrid pins, areas...) will appear on the map in the mobile app.

• Filters are accessible from the SalesHub Map Screen in the upper right corner. It is represented by three lines resembling an upside down triangle or tornado shape.

• Options to filter for include:
  • Leads:
    • This filters allows users to filter in/out leads where they are listed as the lead owner.
    • Actions included are the ability to filter their own leads by the a specified date range, or choose to only view leads that are currently marked at a specific status(es).

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  • Shared Leads:
    • This filters allows users to filter in/out leads where other reps are listed as the lead owner.
      • Note: this filter only appears for users whose role has the "View Other's Leads" permission enabled.
    • Actions included are the ability to filter other's leads by owner, a specified date range, or choose to only view other's leads that are currently marked at a specific status(es).
      • Tip: it's recommended to change the "Quick Date" filter to "All-time".

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  • DataGrid:
    • This filter will manage which DataGrid pins will appear on your map.
      • Note: only accounts with the DataGrid add-on as part of their plan will have this filter available.
    • This filter will display a list of different demographic options. Simply slide the cursor to set max/min values and it will filter out DataGrid pins that do not meet the set criteria, allow you to target homes that meet a specific demographic.

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  • Customers:
    • Users that have imported a list of customers as Customer Pins will be able to manage which customer pins appear on the SalesHub Map with this filter.

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  • Areas:
    • This filters allows a user to view areas on the map that other reps are assigned. This filter will not impact whether or not your assigned areas appear on the SalesHub map.

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  • User Locations:
    • Allows users to view user locations on the SalesHub Map.
      • Note: only users whose role has the "User Locations" permission enabled will have access to this filter.

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