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3. SalesHub | Mobile App

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Article Overview

This article will introduce you to the SalesHub for iOS and Android mobile app users. The SalesHub allows users the ability to create and edit leads or areas on the map. This article details the basics of creating leads and areas on the mobile app for both iOS & Android users.

TIP: Available lead information will depend on your users Role and what your Filters have been set to.

SalesHub Map (iOS)

This part will explain the icons/functions available to you on the SalesHub Map in the SalesRabbit iOS mobile app. The Map tab in the SalesHub provides users with options to create leads, adjust their map settings, create areas, access add-on features, and manage their filters.

  • Upper Right Icons:
    • The Map Icon: allows users to adjust their map settings and to quickly navigate to assigned areas.
    • Lead Pin Icon: allows users the ability to select a lead status, and create a lead by placing that status on top of a location on the map.
    • Weather Icon: allows users to pull up weather overlays on the map.
    • DataGrid Areas Icon: allows users access to an overlay with predetermined areas graded by DataGrid Buyer Scores and demographic information.
      • Note: This icon is only available to plans with DataGrid AI and if your role has the appropriate permissions.
    • Upper Left Icons:
      • Search Icon: allows users to search a specific state, city, or address.
      • Routing Icon: allows users to create and view routes they have made.
      • Lasso Tool Icon: allows users to create areas, update leads in bulk, and reassign leads in bulk.

Creating & Editing Leads (iOS)

This part will show you the basics of creating and editing a lead on the SalesRabbit iOS mobile app.

  • Manually Create/Add a Lead:
    • To manually create a lead, zoom in on a specific neighborhood or street you're canvassing.
    • Select the "Pin" icon in the upper right-hand corner. Selecting this icon will pull up a menu of your available lead statuses.
  • After selecting the desired lead status, use your finger to then "drop" the status on top of the location. Dropping the status will create a new lead.
  • Reselecting the newly dropped lead will pull up a lead information drawer. 
    • Note: the address will automatically geocode on a new lead once it's been created.
  • Users can update the lead status and add notes to the lead in the information drawer.
  • Selecting the pencil "Editing" icon allows users to add/edit information to that lead's Information Page.
  • Each created lead will have an "Info" page, allowing users to edit lead information (First Name, Last Name, Phone Number, Email...). Users can update this information along with the Status of the lead and the notes textbox.
  • The Widgets at the top of the information page will darken as the appropriate information is added. If you need to call or text this lead, you can do so by selecting the darkened widgets. 
  • Contact Info:
    • Includes fields to enter the leads basic contact information (First Name, Last Name, Phone, Alternate Phone, Email, Address...). These are the default lead fields.
  • Sharing:
    • Identifies who is the Lead Owner.
    • User's with the ability to edit other's lead will be able to manually reassign a lead to another user by select the Lead Owner's name.
  • Status:
    • View the lead's current status.
    • Select a new status to update the lead's status.
    • Visit the Lead Status Customization Article to learn how to manage your account's available statuses.
    • Tip: The information "i" icon next to the Status section provides a key, offering more details on what each status and icon mean.
  • Comments:
    • Leave a comment on the lead for another SalesRabbit user to view.
  • Appointment/Callback:
    • Use the "Set Appointment" button to select a day & time to return to this lead.
    • An appointment for the lead will then be visible from the calendar from the mobile app "Home" page.
    • Users are only able to see the appointments for leads they own.
  • Custom Fields:
    • If an account has set up custom fields, they will be editable in this section.
    • Visit the Custom Lead Fields Article to learn how to manage your account's custom fields.
    • Note: only Pro accounts are able to create custom fields.
  • Changes made to lead information cards are automatically saved.
  • Users can also generate a blank lead information card by selecting the "+" icon in the upper right-hand corner.
  • Tip: leads without any part of the address will not geolocate on the map or may not be in the correct location. If you enter an invalid address, it will not appear on the map.

Creating & Assigning Areas (iOS)

This part will cover the basics of how to create and assign areas using the Lasso Tool in the SalesRabbit iOS mobile app.

  • Creating and assigning areas can be done with the Lasso Tool icon.
  • After selecting the Lasso Tool, use your finger to trace around a neighborhood or group of homes you'd like to create an area for.
  • Once you've completed the shape, you'll receive a prompt to either select the office this area belongs to, or to select which reps you'd like to assign the area. 
  • One or multiple reps can be assigned to a single area.
  • Once an area is assigned, the area will turn into that users assigned color (in this example, it is assigned to "Admin Lucas" whose user color is red). 
  • Reselecting an assigned area will provide details on who is assigned to the area and how many homes exist in the boundary
    • Note: the "Homes" count only populates on areas created within the United States.
  • Select "Edit" in the pop-out to delete, edit (make reassignments), and view past area assignments are available in this pop-out.

SalesHub Map (Android)

This part will explain the icons/functions available to you on the SalesHub Map in the SalesRabbit Android mobile app. The map tab in the SalesHub provides users with options to create leads, adjust their map settings, create areas, access add-on features, and manage their filters.

  • From the Home page, navigate to the SalesHub by selecting the three lines menu in the upper left hand corner -> select "SalesHub".

Window.png

  • The SalesHub has three options at the top; "Map", "Street", "List".
  • Upper Right Icons:
    • The Map Icon: allows users to adjust their map settings and to quickly navigate to assigned areas.
    • Weather Icon: allows users to pull up weather overlays on the map.
    • DataGrid Areas Icon: allows users access to an overlay with predetermined areas graded by DataGrid Buyer Scores and demographic information.
      • Note: This icon is only available to plans with DataGrid AI and if your role has the appropriate permissions.
  • Bottom Right Icons: 
    • Lead Pin Icon: allows users the ability to select a lead status, and create a lead by placing that status on top of a location on the map.
    • Lasso Tool Icon: allows users to create areas, update leads in bulk, and reassign leads in bulk.
  • Upper Left Icons:
    • Search Icon: allows users to search a specific state, city, or address.
    • Routing Icon: allows users to create and view routes they have made.

Window.png

Creating & Editing Leads (Android)

This part will demonstrate how to create and edit leads in the SalesRabbit Android mobile app.

  • Manually Create/Add a Lead:
    • To manually create a lead, zoom in on a specific neighborhood or street you're canvassing.
    • Select the "Lead Pin" icon in the bottom right-hand corner. Selecting this icon will pull up a menu of your available lead statuses.
  • After selecting the desired lead status, use your finger to then "drop" the status on top of the location. Dropping the status will create a new lead.
  • Selecting an existing lead on the map will pull up a lead information drawer. 
    • Note: address information will automatically save on new leads once it's created.
  • Users can update the lead status and add notes to the lead from this drawer.
  • Select the pencil "Editing" icon to add/edit information to that lead's Information Page.
  • Each created lead will have an "Info" page, allowing users to edit lead information.
  • Contact Info:
    • Includes fields to enter the leads basic contact information (First Name, Last Name, Phone, Alternate Phone, Email, Address...). These are the default lead fields.
  • Status:
    • View the lead's current status.
    • Select a new status to update the lead's status.
    • Visit the Lead Status Customization Article to learn how to manage your account's available statuses.
    • Tip: The information "i" icon next to the Status section provides a key, offering more details on what each status and icon mean.
  • Notes:
    • A text box to include any details about the lead.
  • Comments:
    • Leave a comment on the lead for another SalesRabbit user to view.
  • Appointment/Callback Time:
    • Use the "Date & Time" buttons to select a day & time to return to this lead.
    • An appointment for the lead will then be visible from the calendar from the mobile app "Home" page.
    • Users are only able to see the appointments for leads they own.
  • Lead Ownership:
    • Identifies who is the Lead Owner.
    • User's with the ability to edit other's lead will be able to manually reassign a lead to another user by select the Lead Owner's name.
  • Events:
    • Date & Time stamps of when the lead was created and last updated.
  • Custom Field:
    • If an account has set up custom fields, they will be editable in this section.
    • Visit the Custom Lead Fields Article to learn how to manage your account's custom fields.
    • Note: only Pro accounts are able to create custom fields.
  • Changes made to lead information cards are automatically saved.
  • Users can also generate a blank lead information card by selecting the "+" icon in the upper right-hand corner.
    • Tip: Leads without any part of the address will not geolocate on the map or may not be in the correct location. If you enter an invalid address, the lead will not appear on the map.

Creating & Assigning Areas (Android)

This part will cover the basics of how to create and assign areas using the Lasso Tool in the SalesRabbit Android mobile app.

  • Creating and assigning areas can be done with the Lasso Tool.
  • Select the "Lasso Tool" in the lower right corner -> use your finger to trace around a neighborhood or group of homes you'd like to create an area for.

Window.png

  • Once you've completed the shape of the area, you'll receive a prompt to either select the office this area belongs to, or to select which rep(s) you'd like to assign the area -> click "Save". 
  • One or multiple users can be assigned to a single area.

Window.png

  • Once an area is assigned, the area will turn into that users assigned color (in this example, it is assigned to WM Start whose user color is green).
  • Reselecting an assigned area will provide details on who is assigned to the area and how many homes exist in the boundary.

Window.png

  • Selecting an existing area will provide also options to delete, edit (change area assignments), and view past area assignments in this pop-out.

Window.png

Pro Tips

  • Users with DataGrid AI as part of their plan also have the option to create new leads by converting DataGrid Pins.
  • Admin can determine how many areas a user can be assigned by editing their Areas Settings.

Link to the next section: Manage Filters | Mobile App

 

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