Note: Users may only view the locations of other users if they have allowed location services for SalesRabbit on their device. It only records locations while the app is running.

The permission may be enabled for viewing other's locations in Settings > Roles & Permissions > Enabling "User Location" for the appropriate role.

Product Overview

User Location allows profiles with the permission enabled to see geolocation time stamps of others in increments of 15 minutes.  This feature may be ideal to view rep's physical location in relation to the Leads they place on the map to verify the Leads created are authentic. It's also a safety feature to ensure companies are able to account for the physical location of reps.

Process

Step 1: Access and turn on the Filter in your app.

Go to "Sales Hub" with the lower banner of your screen and click the funnel icon the upper left to access your Filters menu.

Step 2: Click the words "User Locations" to populate a drop down menu.

Verify the number of users selected are inclusive of everyone you are overseeing (you may click "# Users Selected" to populate a list of your users applied).

Apply the appropriate date range - the default lists "Today."

Note: User Locations will only be visible for a two week period, despite the longer "Quick Date" selections available.

BEST PRACTICE TIP

Match "Shared Leads" and "User Location" Filters with each other to see the Leads dropped by your users in conjunction with their geolocation time stamps.

Step 3: Go back to the map by clicking "Done" in your Filters menu in the upper right hand corner.

The owners of the User Location will either show a small circle with their photo if their photo was added to their profile, or it will show an avatar. It will also be highlighted in their assigned User Color.

View the User Location time stamps by click the icon of the User Location to view the name and time stamp.

BEST PRACTICE TIP

When Shared Leads and User Locations are applied, they can be difficult to stand out from each other on the map. There is a feature in Settings that connects the geolocation stamps on the map with a line the user's assigned color.

Go to "Home" then "Settings" in the upper left hand corner.

Swipe the toggle next to the "User Location Path" under "Map" to the right to enable the path feature.