Lasso | Android

Article Overview

The lasso tool allows users to perform quick bulk actions to leads from the mobile app. Lassoing leads allows for quick visibility on the number of leads lasso'd as well as who owns how many of each type of lead status.

Note: Lasso actions include: changing lead ownership in bulk, updated lead statuses in bulk, creating/adding leads to a route, creating/assigning areas, deleting leads in bulk.

Some actions are dependent on a role's set permissions.

Part 1: 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.

Part 2: 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.

Part 4: 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.

Part 4: 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".

Part 5: 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.