3. SalesHub - iOS

Article Overview

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

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

Part 1: SalesHub Map

This part will explain the icons/functions available to you on the SalesHub Map.

• The Map tab on the SalesHub provides users with options to create leads, adjust their map settings, create areas, access add-ons, and manage their filters.
• Available icons and their functions:
  • 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.
      • Note: This icon is only available to plans with the Weather Add-On and if your role has the appropriate permissions.
    • 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.

Part 2: Creating & Editing Leads

This part will show you the basics of creating and editing a lead on the SalesRabbit iOS 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 that the address will automatically save on new lead once it's been created.
  • Users can update the lead status and add notes to the lead on this lead information drawer.
  • Selecting the pencil "Editing" icon allows users to add/edit information to that lead's Information Page/Card.

• 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 additional notes.
  • The Widgets at the top of the information page will darken as you add the appropriate information. If you need to call or text this lead, you can do so by selecting the darkened widgets. 

• • Tip: The information "i" icon next to the Status section provides a key, offering more details on what each status and icon mean.
• Below the Notes section, users are able to add an appointment or callback time by selecting "Set Appointment". 
• Custom fields will appear at the bottom of this lead information card as well.
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• 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.
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• 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.

Part 3: Creating & Assigning Areas

This part will cover the basics of how to create and assign areas using the Lasso Tool.

• 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 of the area, 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. You can assign one or multiple reps to a single area.

• Once an area is assigned, the area will turn into that users color (in this example, it is assigned to Karli Rep). Reselecting an assigned area will provide details on who is assigned to the area and how many homes exist in the boundary.
• Options to delete, edit (make reassignments), and view past area assignments are available in this pop-out.

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.

If needed, link to the next section: Manage Filters