Please note: It is only possible to assign Areas to individuals assigned to an Office.
If users do not appear in the options once "Edit" is clicked, click HERE to learn how to assign the user to an office. Contact your SalesRabbit Administrator if the access isn't available on the web app.
To begin, click "Sales Hub" within the lower legend of your screen. Click the finger with the curved line in the upper left hand corner of your screen.
Using your finger or stylus, draw a complete shape on your screen. If you are able to assign to multiple offices, your office options will appear in a pop up at the bottom of your screen. Click the office of the individual(s) you wish to assign to the Area.
To assign the Area, click "Edit" in the upper left hand corner of the screen.
Click on the individual you wish to assign to the Area. A check mark will appear to the right of the individual's name.
If you need multiple reps to work an Area, you have the option to do so. Click "Save" in the upper right hand corner once your selection is ready to be finalized.
The Area will appear in the user's assigned color (assigned via web app > "Users" tab > profile > user color).
To access any Areas you have been assigned to, click the map icon in the upper right hand corner. Click the words "Display My Area(s)." Please note, if you are assigned to multiple Areas, you may click the words multiple times to cycle through each Area assignment.
If your company utilizes the DataGrid add-on, please note DataGrid will only appear to those assigned to an Area and logged in to their own account.
If you attempt to assign an Area over a section of the map that contains Leads, you will have a "Lasso" menu appear at the bottom of your screen. Simply click the "Area" option within this menu.
To view existing Areas of other people you have visibility to dependent on your Roles & Permissions, click the funnel icon in the upper left hand corner of your screen.
Note: You will always have access to your own areas. The Areas filter is only for other people's Areas you have access to view, dependent on Roles & Permissions.
Click the word "Areas" to populate the drop-down menu. Here you will have the options to adjust the number of users selected (simply click the words "# Users Selected"), or adjust the Date Ranges manually by "From Date" and "To Date," or (recommended) "Quick Date." Click "Done" in the upper right hand corner.