Article Overview
This article covers how to populate DataGrid Pins in the iOS mobile app by assigning users to areas. It will also demonstrate how to convert a DataGrid Pin into a new lead. Additionally, it will cover how to use DataGrid Areas for users whose roles has that permission enabled.
TIP: This feature is only available to companies that have added the DataGrid package to their billing plan. If you would like to add this to your plan, please contact SalesRabbit Support.
Part 1: Creating/Assigning Areas
This part will demonstrate how to create and assign an area to a user by using the Lasso Tool on the SalesRabbit iOS mobile app. Users will be able to view DataGrid pins on homes inside their assigned areas or territories.
- Login to the SalesRabbit mobile app, then navigate to "SalesHub" -> navigate to a neighborhood you'd like to assign a user to canvas -> select the "Lasso Tool" icon on the left side of the map.
- Selecting the Lasso Tool will transform your finger into a drawing tool, allowing users to trace around a neighborhood and create an area to assign to a user.
-
Use your finger to create a boundary around the area you'd like to create. Once you close the area, you'll then be presented with a list of users to assign that area.
- Note: if you have multiple offices in your Org Chart, you'll first be asked which office this area is to be assigned to.
- Select the user(s) you'd like to assign that area to -> click "Save".
-
The boundary you created will then turn into that user's user color. That user will then be able to view DataGrid Pins on homes inside their assigned territories.
- Note: in the screenshot below, there are two created areas (1 Green, 1 Purple). Users will only be able to view DataGrid Pins on homes inside of areas they've been assigned to. If the Green user wanted to view DataGrid Pins in the Purple user's area, the Green user would also have to be assigned to Purple's area.
- Now that you know the basics of creating and assigning areas with the Lasso Tool, let's show you how to convert a DataGrid Pin into a new lead.
- Tip: users can manage which of their DataGrid Pins they'd like to appear on the map by managing their DataGrid Filters.
Part 2: Convert DataGrid Pins into Leads
This part will demonstrate how to convert DataGrid Pins into new leads.
-
Once users are able to view DataGrid Pins on the map, they can then select on a DataGrid Pin to view demographic information about the home.
- Note: all demographic info is based on publicly available information and may include: year built, home price, square footage, length of residence, number of occupants, and household credit score.
- To convert the DataGrid Pin into a lead, simply navigate to the name tile of the homeowner/renter, and select the lead status that best applies. Selecting a lead status will convert the DataGrid Pin into a new lead.
- After converting a DataGrid Pin into a lead, users can select the new lead and access the saved demographic information under the DataGrid toggle.
- Users can also edit lead contact information (name, phone, email, notes...) by selecting the editing "Pencil" icon.
Part 3: DataGrid Areas
This part will demonstrate to how utilize DataGrid Areas to view average demographic information for neighborhoods. Additionally how to create and assign areas with DataGrid Areas on the SalesRabbit iOS mobile app.
Note: only users whose Role has the "DataGrid Areas" permission enabled will be able to take the following actions.
- From the SalesHub Map, select the DataGrid Diamond Icon on the right side of the screen.
- Selecting this icon will place an over on your map, displaying pre-drawn areas or territories.
- As a user zoom in and out on the map, the pre-drawn areas will become larger or smaller.
- Selecting inside of a pre-drawn area will provide the average demographic information for homes inside of the boundary without needing to be assigned the area.
- Users whose roles has the "Manage Areas" permission enabled, will be able to select the "Constellation" icon to transform the boundary into an assignable area.
- After selecting the constellation icon, you'll be presented with a list of users to assign that area to. Select the user(s) you'd like to assign that area -> click "Save".
- After assigning the area, deselect the DataGrid Areas feature, and your new area will be saved on the map!
- If your user is assigned to the area, you'll also be able to view the individual DataGrid pins on homes in that new area.
- Tip: Here is a reference sheet to know what each DataGrid Icon represents:
Pro Tips
- In addition to viewing DataGrid Pins, users can also manage their DataGrid Filters on their mobile device and choose view DataGrid Pins for homes that meet a specific criteria.