4. Filters - iOS

Article Overview

This article will cover how to manage the mobile app filters found in the SalesHub. Each user is in control of which filters have been set on their own devices.

TIP: The ability to view other user's leads is dependent on whether their role has the "View Leads" permission enabled.

Part 1: SalesHub Filters

This part will explain how to access your filters in the SalesRabbit Mobile App (iOS) SalesHub Map. 

• Once logged into the mobile app, navigate to "SalesHub" -> select the funnel "Filters" icon in the upper left corner.

• Leads Filter:
  • This filters allows a user to determine which of their leads they want to view on the SalesHub Map. Changes to this filter only affect leads where the user is the lead owner.
  • Filter leads by Date Created or by specific lead statuses.

• Shared Leads Filter:
  • The shared leads filters allows users to determine which leads they'd like to view on the map that belong to other users, or leads where the user is not the lead owner.
  • This filters allows users to choose whose leads they're viewing, filter for leads created within a specified date range, and to filter out leads of deselected statuses.
    • Tip: The default for "Quick Date" is set to "today". Instruct your team members to change the "Quick Date" from "today" to "All-Time". Otherwise they'll only view leads created on today's date.

• DataGrid Filter:
  • The DataGrid filter will be available on accounts with the DataGrid Add-On. 
  • This filter allows users to filter for DataGrid Pins (homes) that meet a specified criteria based on the demographic information available through DataGrid.
  • Options to filter for include; Buyer Score, Year Home Built, Home Value, Square Feet, Length of Residence, Household Size, Credit Score, Age, Household Income, Gender, Primary Spoken Language, Occupancy, Marital Status, and Occupation.

• Customers Filter:
  • This filter allows users to determine which Customer Pins they would like to view on the SalesHub Map. 

• Areas Filter:
  • As the logged in user, you will always be able to see your assigned areas. The Areas filters allows users to view other user's assigned areas. Choose which user's areas you'd like to appear on the map. You can also filter for when areas were created.
    • Note: the "Manage Areas" permission must be enabled for your role in order to access this filter.

• User Locations Filter:
  • When users are out in the field, SalesRabbit will mark their locations with a geolocation pin every ~5 min. This filter allows users to choose which user locations you'd like to view, and for which day/date range you'd like to view locations for.
    • Note: the "User Locations" permission must be enabled for your role to access this filter.
    • Note: our system will purge the user location data after 2 weeks.

• Map Overlays Filter:
  • Users can upload a map overlay (KML or KMZ file) to SalesRabbit. Any overlay that is uploaded will be available under the "Map Overlays" filter.
  • Often used for storm chasers, hail maps, targeted locations, etc.
  • With this filter, users are able to select a specific map overlay that you'd like to view on the SalesHub map.

Part 2: Filter Permissions

This part will explain which permissions impact the filters available for a given user.

• Coming Soon

Pro Tips

If needed, link to the next section: Routing Leads (iOS)