Lasso Tool | Bulk Lead Status Changes

Article Overview 

This article demonstrates how use the Lasso Tool to update the lead status of multiple leads (in bulk) on the SalesRabbit iOS mobile app and the SalesRabbit Android mobile app.

Part 1: Necessary Permissions

This part will cover the required permission that must be enabled in order to perform the bulk status update action with the Lasso Tool.

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

• Select the "Role" to edit -> enable the "Manage Others Leads" permission and set it to the appropriate level.

Part 2: Bulk Lead Ownership Changes (iOS)

This part will demonstrate how to update the lead status of multiple leads using the Lasso Tool on the SalesRabbit iOS mobile app.

• From the SalesRabbit mobile app, navigate to the "SalesHub" -> navigate to the leads you wish to reassign to a different user -> select the "Lasso Tool" in the upper left of the map.
  • Tip: users should ensure their "Shared Leads" filter is enabled and configured correctly in order to view other user's leads.
  • Tip: other user's leads will be bordered with the lead owner's user color.

• Users will use their finger to draw/lasso around the desired leads.
• A menu drawer will appear at the bottom of the screen.
  • Menu options include; the total number of lasso'd leads, a breakdown/number of each Lead Status, names of users who own leads within the area lasso'd, and all bulk action available.
    • Tip: Users also have the ability to exempt any of the lead statuses and/or any of the lead owners by deselecting them from within this bottom menu. After deselecting any applicable lead owners/statuses, the selected individual(s) and status(es) will be darkened and the colors of the deselected users and statuses will show inverted.

• Action specific lasso'd leads by deselecting a status or leads belonging to a specific owner -> click the "Status" option at the bottom to update the desired leads in bulk.

• Select the status you wish to update the desired leads to be -> click "Update" and "Continue".

• Those leads will then be updated to the selected status.

Part 3: Bulk Lead Ownership Changes (Android)

This part will demonstrate how to update the lead status of multiple leads using the Lasso Tool on the SalesRabbit Android mobile app.

• From the SalesRabbit mobile app, navigate to "SalesHub" -> select the "Lasso Tool" in the bottom right corner.

• Use your finger to draw/lasso around the desired leads.
• A menu drawer will appear at the bottom of the screen. 
  • Menu options include; the total number of lasso'd leads, a breakdown/number of each Lead Status, names of users who own leads within the area lasso'd, and all bulk action available.
    • Note: ensure your "Shared Leads" filter have been properly set, whether it be turning it off or including leads owned by other users).
    • Tip: Users also have the ability to exempt any of the lead statuses and/or any of the lead owners by deselecting them from within this bottom menu. After deselecting any applicable lead owners/statuses, the selected individual(s) and status(es) will be darkened and the colors of the deselected users and statuses will show inverted.

• From the drawer at the bottom of your screen, select bulk "Status".

• Users will be able to select from a list of active lead statuses. either search through the list of statuses or search for the user using the magnifying glass icon.
• Once a check mark appears to the right of the individual/status you wish to assign the lasso'd leads, click "Save".

• Confirm the Lead Status change by clicking "Continue", this action CANNOT be reversed.

• All Lasso'd and selected leads will be updated to the chosen status.