Lasso | iOS

To Lasso an Area, click "SalesHub" within the lower legend of your screen. Hover over the leads you wish to Lasso, then click the finger with the curved line in the upper left hand corner.

Draw directly on the map around the Leads you wish to action. A pop-up menu will appear at the bottom of your screen with your available options. 

Notice the number of Leads selected is listed under "Lasso Options"

There is a breakdown of each Lead Status type included in your selection. If there are several, the selections of Lead Statuses are available via the scroll bar.

Under the scroll bar of Lead Statuses, owners of Leads Lassoed are listed. In the example below, only one Lead owner is represented.

Lasso Options

Area: Creating a new Area
Ownership: Changing the Lead owner of the selected Leads to another individual
Route: Available if 23 or less Leads are selected (click HERE to learn to Route)
Status: Used for changing selected Leads to a singular Status (ex "DataGrid" to "Mailing Campaign")
Delete: Deleting Leads in bulk (caution: this is permanent and cannot be undone)
Delete DataGrid: Deleting DataGrid in bulk
 

In the below example, three Lead Statuses were removed from the selected Leads ("Contract Signed," "Appointment Set," and "Go Back").

In this example, the intention is to reassign Leads to another rep who may have more success with getting a hold of or pitching the sale in this Area. This could also be used in situations where a rep exits a company and Leads need to be reassigned before inactivating their profile.

Once the selection is finalized, click "Ownership."

The individuals available to reassign the Leads will appear in a list. Click the name of the individual who is being reassigned to the Leads and click "Update" in the upper right-hand corner. Click "Continue" to verify this change of ownership.

There will be a pop-up at the top of your screen verifying the transfer of Leads. If the Leads disappear from the map, the Filters need to be adjusted to view the newly assigned Leads.

To adjust the filters, click the funnel icon in the upper left-hand corner.

Click the words "Shared Leads" to bring down a drop-down menu. Verify the Lead owner is selected in the # Users Selected (click the words to verify the list) and the Quick Date includes the date the Leads were originally created in the SalesRabbit system. If needed, you may adjust the Quick Date option to another date range.

Note: The Leads assigned to other people will be highlighted in their user color.

To Lasso an entire Area (ex "DataGrid" to "Mailing Campaign"), either create an Area or go to the Area assigned with DataGrid. Click within the color, avoiding clicking on any Leads.

Click the Lasso icon in the upper right-hand corner to Lasso the selected Area containing DataGrid.

Dots will appear around the perimeter of the Area once successfully Lasso'd.
Consider deselecting any Leads aside from DataGrid, as well as any Leads that may be owned by other people.

To deselect Leads from the Lassoed Area, simply click on the icons you wish to remove and they will appear faded.

Once your selection is finalized, click "Status."

Click the appropriate Lead Status. A check mark will appear to the right of your selection.

In this instance, we are changing DataGrid from "DataGrid" to "Mailing Campaign."

Click "Update" in the upper right-hand corner.

Once the Leads are successfully changed to the new Lead Status type, a pop-up will appear at the top of your screen.

To learn to export Leads, click HERE.

To delete DataGrid pins, simply use the Lasso Tool and circle the DataGrid pins you wish to remove. Then click on the "Remove" button.

Then confirm that you want to remove the DataGrid pins by clicking on "Remove".

Now you will no longer see those removed DataGrid pins. If you want to repopulate the DataGrid pins, simply un-assign & re-assign your self to the area.