Article Overview
The Shared Leads filter will enable a SalesRabbit user to view other rep's leads.
TIP: The Shared Leads filter is only available to users with the "View Leads" permission enabled for their role.
[Add a video tutorial here]
Part 1: Shared Leads (iOS)
This part will cover how to manage the shared leads filter on iOS devices. The Shared Leads filter allows users to view other rep's leads on the SalesHub Map.
- On the SalesHub Map in the mobile app, select the funnel icon in the upper left corner.
- Select the funnel icon to access your filters menu.
- If your role has the permission "View Leads" enabled, the option to toggle on/off the "Shared Leads" filter will appear as an available filter.
- Selecting the dropdown arrow to the left of the words "Shared Leads" will open a menu of specific pieces of information you can filter other reps leads for.
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Options to filter other reps lead by are:
- Owner: filter leads by lead owner (choose, specifically, whose leads you'd like to view).
- Filter By: filter leads by "Date Created", "Last Updated", or "Appointment Date".
- From/To Date: filter for leads that were created within a specified start/end date range.
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Quick Date: filter leads by selecting a preset time frame.
- Note: for day-to-day work, we recommend using "Quick Date" because the selection of time will always be relevant.
- Campaigns: filter for leads that are assigned to a specific campaign.
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Lead Statuses: filter for other's leads of desired statuses.
- Note: selected lead statuses will be indicated by a bolded circle around the status.
Part 2: Shared Leads (Android)
This part will cover how to manage the shared leads filter on iOS devices. The Shared Leads filter allows users to view other rep's leads on the SalesHub Map.
- Coming Soon.
Pro Tips
- Shared Leads is one filter of many. View our Filters Help Center Article for other filtering options.