3. SalesHub - Android

Article Overview

This article will introduce you to the SalesHub for Android 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 Android 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.

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

• The SalesHub has three options at the top; "Map", "Street", "List".
• The "Map" tab 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.
    • 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.
    • 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.

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 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.

• • Reselecting the newly dropped lead will pull up a lead information drawer.
    • Note: 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.

• 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.

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 rep(s) you'd like to assign the area -> "Save". 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 WM Start). 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 area reassignments), and view past area assignments are available in this pop-out.

Part 4: 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).

• • 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".

• • 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.

• • 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.

• • 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.

•  
  • 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.

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