Article Overview
This article covers how to adjust your lead filters & create routes.
Step 1 - Filters
To access your filters, click on "SalesHub" at the bottom of the screen. Then click on the funnel icon in the upper left-hand corner. (The filters that populate on this menu are dependent on the permissions set in the settings based on your role)
Every user will have the ability to see the word "Leads" within their filters. Your leads are your own leads that you create in SalesRabbit or that are assigned to you. Click on the word "Leads" to bring down the drop-down menu.
You have the ability to filter by "Date Created", "Last Updated", and "Appointment Date". You also have the ability to set the date ranges "From Date" & "To Date" manually.
You can also select a "Quick Date". To change the quick date, click on the word to the right of the quick date and change it to whichever is most applicable. When you change the "Quick Date", it will remain relevant. Whereas if you change the "From Date" and "To Date", you will need to continually update the date range manually.
At the bottom, you have the "Lead Status" options below. You have the ability to "Deselect All" and only select the ones you want to follow up on. Or you can have a majority selected and deselect the ones that you are not trying to follow up on. Regardless of how you apply the lead statuses, you can manually click them or use the "Select All" & "Deselect All" features.
"Shared Leads" are the leads that belong to other users in the account. You may change the "Lead Owner" by clicking on the number of users selected. You have the ability to go by grouping or by individual user. You may change the "From Date" and "To Date" manually, just as in the "Leads" filters. As well as the "Quick Date". Note *** The "Quick Date" option for Shared leads defaults to "Today" so even if you swipe it on, you will only see today's lead by default. If you need to see a greater range then feel free to change it ***
Your 'Customer' filters will show up based on the certain radius of where you are within range of your customer pins. You have the ability to change the status of your customers from 'Active' to 'Inactive' or both. As well as the date ranges that those people became customers.
You will always be able to see your own areas within SalesRabbit. However, if you are an Owner or an Admin you can see other people's areas, simply by clicking on the word "Areas" to bring down the drop-down menu and you can choose which person's areas you want to see. As well as when the areas were created. Which is set by the date ranges. (If you do not see the "Areas" filter, this means that you do not have the permission turned on for your Role.)
The User Location tool is primarily used by Owners & Admins. When other users are out on the field. It will mark their location with a geolocation pin every 5 minutes. Please keep in mind we do purge the data after 2 weeks. To change the "Quick Date" you may go ahead and change it by clicking on the word "Today" or the manual date ranges as shown previously. So if you clicked on "All Time" it would be for the last 2 weeks.
Map overlays would simply be KML or KMZ files that your company applies to SalesRabbit. So this would be used oftentimes for storm chasers, hail maps, targeted locations, etc. You can select the specific map overlays that you would like to see on the map.
Once you have applied the filters that you need to see simply click on "Done" in the upper right-hand corner and you will be able to see everything that has been applied.
Step 2 - Routing
To create an effective route you will first need to adjust your filters to pull up the leads that you want to add to your route. When you click on the word 'Leads' you select the "Lead Statuses" that you want to route. You can then turn off all the other filters.
Now that you have adjusted your lead filters, use the "Lasso" tool to select the leads that you want to route. Simply click on the "Lasso" tool (the Finger icon with the line).
You can now draw a circle around the leads. After you circle the leads, you will have the ability to create a route.
Click on "Route" and then click on "CreateRoute". This will take you to the route creation page. Here you will have the ability to choose a "Starting Address" and an "Ending Address". You can enter the address information manually or you can click on the "Crosshair" icon to the right of the screen to enter your current location.
You want to make sure that you have all of the leads selected that you need in the route. For any additional leads click on the word "Add Leads" and find any of the lead statuses that you need in the filter menu.
You also have the ability to turn on "Optimization Options"; these options will change the route based on which toggles you turn on.
Once you have completed the route, you click on "Route It". You will then have a success banner populate in the middle of the screen. Now you can click on the "Treasure Map" icon in the top right-hand corner to take us to the map.
In the upper left-hand corner where it has the 2 pin icons connected by a line. This is located just above the "Lasso Tool". You can view any created routes on this page.