The Lasso tool allows quick actions to be done to Leads on the map. These actions are dependent on Roles & Permissions. It will also allow quick visibility on the number of Leads in an Area as well as who owns how many of each type of Lead Status.
Lasso actions include:
1) Changing Lead Ownership of Leads in bulk
2) Changing Lead Statuses in bulk
3) Creating a Route (max: 23 Leads)
4) Creating an Area
5) Deleting Leads in bulk
Creating a Lasso
1) Click the icon showing a finger with a curved line in the lower right hand corner.
2) Using your finger or stylus, draw a shape around Leads. A pop up menu will appear at the bottom of the device screen.
Note: make sure your Shared Leads filters are properly set prior to drawing this outline.
This menu will contain:
1) The total number of Leads Lasso'd.
2) The break down and number of each Lead Status and the number Lasso'd.
3) The names of everyone that owns Leads within the selection.
4) All of the "actions" available within this selection.
You have the option to exempt any of the Lead Statuses and/or any of the Lead Owners by deselecting them within the menu.
