Shared Leads Filter | Mobile App

Article Overview 

The Shared Leads filter will enable a SalesRabbit user to view other people's leads.

TIP: access to the "Shared Leads" filter is dependent on a user's role and set permissions. Only a user whose role has the "View Leads" permission enabled will have access to the Shared Leads filter.

Part 1: View Leads Permission

This part will demonstrate the permission a user's role must have enabled in order to access the "Shared Leads" filter on the mobile app.

• From the SalesRabbit Web App, select "Settings" -> select "Roles & Permissions".

• Select a "Role" -> enable the "View Leads" permission. Users whose role does not have this permission enabled will not have access to the shared leads filter or access to view other user's leads.

Part 2: 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 "Filter" icon in the upper left corner.

• 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.
• 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.
  • 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.
  • 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 3: Shared Leads (Android)

This part will cover how to manage the shared leads filter on Android devices. The Shared Leads filter allows users to view other rep's leads on the mobile app SalesHub map.

• From an Android mobile device, navigate to the "SalesHub" Map by selecting the menu icon in the upper right corner.

• Select on "SalesHub" from the left hand menu.

• On Android devices, the filters icon will be found in the upper right hand corner. It's represented by an upside down triangle made of three lines -> select the "Filters" icon.

• If a users role has the permission to "View Leads" enabled, then the Shared Leads filter will appear as on option to filter by.
• Toggling on/off this filter will determine whether or not the user can view other people's leads on the SalesHub Map. 
  • Tip: If you're wanting to track your reps leads on the map, or ensure you're not double knocking, leave the "Shared Leads" filter in the on position.

• Selecting the arrow to the left of the words "Shared Leads" will open a dropdown menu of specific items you can filter other reps leads by.
• Options to filter by include:
  • 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.
  • 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.
  • Lead Statuses: filter for other's leads of desired statuses.
    • Note: selected lead statuses will be indicated by a bolded circle around the status.

Pro Tips

• The Shared Leads filter is one of many. View our Filters Help Center Article for information on other filtering options.