Lasso | iOS

Article Overview

This article covers how to select Leads in bulk through the iOS app and the actions that may be taken with the selection of Leads.

Note: These available tools are dependent on your SalesRabbit user Permissions.

Lasso Tool (iOS):

This part will demonstrate how to access the Lasso Tool in the mobile app SalesHub.

• From the SalesRabbit mobile app, navigate to "SalesHub".
• The "Lasso Tool" is represented by a finger drawing icon in the upper left corner.
• Select the lasso tool to trace your finger around a area/neighborhood.
• The lasso tool can be used to create/assign areas, reassign lead ownership in bulk, update leads in bulk, and bulk lead deletion.

Create an Area:

This part will demonstrate how to create an area using the Lasso Tool.

Note: users whose role has the "Manage Areas" permission will be able to perform this action.

• After selecting the lasso tool, use your finger to trace around the area you'd like to create.

• After completing your shape, a green banner will appear at the top of the screen confirming your area has been created.
• Additionally, a pop-out will appear, asking which user(s) should be assigned to the new area -> click "Save".

• The area will then turn to that user's User Color and a summary of the area will appear.
• To update an area assignment, click "Edit" or delete the area with the trash can icon.

Lasso Options:

This lasso tool can also be used to perform bulk actions on existing leads. This part will show the options available if lassoing a group of existing leads.

• Select the "Lasso Tool" -> use your finger to trace around a group of existing leads.
• A "Lasso Options" drawer will appear at the bottom of the screen.

• Lasso Options provides detail into:
  • How many leads have been lasso'd and a breakdown of how many leads of each status there are:
    • Tip: deselect a specific status to avoid performing bulk actions on leads marked with that status.

• Any users that own lasso'd leads:
  • Tip: deselect a specific user's name to avoid performing bulk actions on leads owned by that user.

• Additional bulk actions:

Bulk Update Lead Ownership:

This lasso tool can also be used to perform bulk actions on existing leads. This part will demonstrate how to update the lead ownership in bulk.

Note: users whose role has the "Manage Others Leads" permission will be able to perform these actions on other user's leads.

• Select the "Lasso Tool" -> use your finger to trace around a group of existing leads.
• From "Lasso Options" drawer, deselect any statuses/owners whose leads shouldn't be updated -> click "Ownership".

• Select the name of the user who should be assigned the leads -> click "Update".
• A prompt will appear, confirming the change. Confirm the change.
• Those leads will then be reassigned to the selected user!

Route Leads:

This lasso tool can also be used to perform bulk actions on existing leads. This part will demonstrate how to create a route for multiple lasso'd/selected leads.

• Select the "Lasso Tool" -> use your finger to trace around a group of existing leads.
• From "Lasso Options" drawer, deselect any statuses/owners whose leads shouldn't be routed for -> click "Route".
  • Tip: only 23 leads can be routed on the same route. Users are only able to route for leads they own.

• A prompt will appear asking if users would like to:
  • Create a New Route for the lasso'd leads.
  • Add the lasso'd leads to an Existing Route.
  • Cancel.
• Users will then be taken to a Routing Page, however, the lasso'd/selected leads will appear as "Waypoints".
• Visit the Routing Help Center Article for more information on Route Management.

Bulk Status Change:

This lasso tool can also be used to perform bulk actions on existing leads. This part will demonstrate how to update the status of lasso'd/selected leads in bulk.

Note: users whose role has the "Manage Others Leads" permission will be able to perform these actions on other user's leads.

• Select the "Lasso Tool" -> use your finger to trace around a group of existing leads.
• From "Lasso Options" drawer, deselect any statuses/owners whose status shouldn't be updated -> click "Status".

• Select the status the lasso'd/selected leads should be updated to -> click "Update".
• A prompt will appear confirming the status change, click "Continue" to confirm.
• A green banner will appear at the top of the screen, confirming the lasso'd/selected lead's status have been updated.

Bulk Delete Leads:

This lasso tool can also be used to perform bulk actions on existing leads. This part will demonstrate how to delete lasso'd/selected leads in bulk.

Note: only users whose role has the "Batch Delete Leads" permission enabled will have this option.

• Select the "Lasso Tool" -> use your finger to trace around a group of existing leads.
• From "Lasso Options" drawer, deselect any statuses/owners whose leads shouldn't be deleted -> click "Delete".

• A prompt will appear, indicating how many leads will be removed -> click "Remove" to permanently delete the lasso'd/selected leads.
• A green banner will appear at the top of the screen, confirming the deletion of the lasso'd/selected leads.

Lasso DataGrid Pins:

This lasso tool can also be used to perform bulk actions on DataGrid Pins.

Note: only account with the DataGrid AI add-on will have these features available to them. Additionally, you may need to be assigned an area in order to view DataGrid Pins on the map.

• Select the "Lasso Tool" -> use your finger to trace around a group of DataGrid Pins.
• From "Lasso Options" drawer, navigate to "DataGrid".
• Options to "Remove" the DataGrid Pins and to mass "Convert" DataGrid Pins into leads will be available.
  • Note: users are able to deselect "Poor", "Good", "Excellent" and "No Score" DataGrid pins and choose to only Remove/Convert specific pins.

• When Removing, the pins will no longer be made available. To repopulate the pins, remove yourself from the area assignment then reassign it to yourself.

• When Converting multiple DataGrid pins into leads, you'll be asked which status to convert the pin to.

   

Lasso Tool (Android):

This part will demonstrate the different actions users can take by lassoing tools from the mobile app.

• Note: some actions are dependent on your user's permissions.
• From the SalesRabbit Android Mobile App, navigate to "SalesHub" -> navigate to the leads you'd like to lasso -> select the Lasso Tool in the bottom right corner.

• Use your finger to trace around and lasso the desired leads.
• After completing the shape, a information drawer will appear at the bottom of the screen. 

• The information drawer contains the following information:
  • Total Number of leads lasso'd.

• A breakdown of the number of leads by status.

• If leads are owned by multiple owners, all owners will be listed.

• Bulk Actions available (Area, Ownership, Status, and Delete).
  • Note: bulk actions may be limited depending on your role's permissions.

• Users are able to deselecting/exempt leads marked with a certain status/lead owner.
• After deselecting a specific status/lead owner, any bulk actions selecting WILL NOT occur on the exempt leads. Leads affected by bulk actions will remain bolded on the map.

Update Ownership in Bulk:

This part demonstrates how to use the lasso tool to update lead ownership in bulk.

• Note: only users with the "Manage Others Leads" permission enabled are able to perform this action.
• After lassoing leads in the mobile app, select "Ownership".

• Next, select the user you'd like to be assigned the lasso'd leads -> click "Save" in the upper left corner.

Route Lasso'd Leads:

This part demonstrates how to use the lasso tool to create or add leads to an existing route in bulk.

• Note: the routing tool can only route for up to 23 leads per route. It's recommended to not lasso more than 23 leads at once when adding them to a route.
• After lassoing leads in the mobile app, select "Route".

• Select either: 
  • "Create New Route": allows users to create a new route for the lasso'd/selected leads.
  • "Add to a Route": allows users to add the lasso'd selected leads to an existing route.
• Depending on the selection, users will be asked to create/add to a route. Follow the instruction on routing for more information on creating a route.

Bulk Lead Status Update:

This part demonstrates how to use the lasso tool to update the lead status of multiple leads at once.

• After lassoing leads in the mobile app, select "Status".

•  Next, select the status you'd like the lasso'd/selected leads to all update to -> click "Save" in the upper right corner.

• A prompt to confirm the change will appear. Select "Continue".

Bulk Delete Leads:

This part demonstrates how to use the lasso tool to delete multiple leads at once.

• Note: only users with the "Batch Delete Leads" permission enabled are able to perform this action.
• After lassoing leads in the mobile app, select "Delete".

• A prompt will appear, asking to confirm the deletion of "X" number of leads.

• Click "Remove" to delete the lasso'd/selected leads.