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 User Location Filter in your app.

Click the satellite icon the upper right hand corner to access your Filters menu.

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

Step 3: Apply the Users

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).

To sort through your list, you may go by alphabetical order ("ABC" at the top of your menu) or by organization ("Group" at the top of your menu) which is ideal for larger companies.

If sorting by "Group," click the drop down arrow to the left of each organizational tier until you get down to the individual reps. 

Note: To quickly deselect all the reps as all users are automatically applied, click the check next to "Company" under "Group" to deselect everyone in bulk.

Once you have the user(s) applied, click "Select" in the upper right hand corner to apply the selection.

Step 4: Adjust the date range

Once you are back to the Filter menu for "User Locations," apply the appropriate date range - the default lists "Today." Click the word "Today" to populate the menu of options, or, apply a more specific date range for the "To" and "From" listed.

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 5: Go back to the map by clicking the "x" in your Filters menu in the upper left hand corner.

The owners of the User Location will show a small circle of 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 

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 called "User Location Path" that connects the geolocation stamps on the map with a line the user's assigned color.

Click the three stacked lines in the upper left hand corner.

Click "Settings" within the menu.

Click the box to apply a check mark next to the "User Location Path" under "Map" to the right to enable the path feature.

Once the User Location Path has been applied, all the geolocation markers of individuals using the SalesRabbit app will be connected through a line.