DataGrid AI Filters

Article Overview

This article will cover how to manage which DataGrid AI pins appear on the mobile app map based on desired demographic information using the DataGrid filter.

Note: in order to see DataGrid pins, you first must be assigned to an area. To learn about populating DataGrid AI pins, click here.

(This video does not contain audio.)

Part 1: DataGrid Filters (iOS)

This part will cover how to manage the DataGrid Filters on iOS mobile devices. The DataGrid filters give users the power to specify which DataGrid pins they would like to appear on the SalesHub map. DataGrid information is based on publicly available information.

• From the SalesRabbit iOS mobile app, and navigate to the "SalesHub".
• Click on the "Filter" icon in the top left corner.
• Enable the "DataGrid filter and click the gray dropdown arrow to view filtering options.

• Options to filter DataGrid Pins by include:
  • Score: remove pins outside of the set range for Buyer Score.
  • Home Build Year: filter for homes that were built within a specified year range.
  • Square Feet: filter for homes within a desired range of square footage.
  • Length of Residence: filter for homes where the tenets have resided at the residence for a specified period of time.
  • Household Size: filter for homes of a specified listed household size.
  • Credit Score: filter for homes with a desired listed credit score range.
  • Age: filter by age of the home.
  • Household Income: filter for homes within a listed range of household income.
• Other available DataGrid filters include:
  • Gender: filter for homeowners/renters of a listed gender.
  • Primary Spoken Language: filter for homes by a primary spoken language.
  • Occupancy: filter for homes listed as occupied by homeowners, renters, or both.
  • Marital Status: filter pins by listed marital status.
  • Occupation: filter for tenets with selected listed occupations.
• If you wish to reset filters to the default view, click the "Reset All" button underneath the DataGrid AI filter toggle switch.

Part 2: DataGrid Filters (Android)

This part will cover how to manage the DataGrid Filters on Android mobile devices. The DataGrid filters give users the power to specify which DataGrid pins they would like to appear on the SalesHub map. DataGrid information is based on publicly available information.

• From an Android mobile device, select the menu icon in the upper left corner of the home screen -> select "SalesHub" from the menu.

• Select the "Filters" icon in the upper right corner.
• If an account has DataGrid AI as part of their plan, there will be a "DataGrid" filter option.
• Toggling on/off this filter will determine whether or not the user can see DataGrid pins on the SalesHub Map.
• Selecting the arrow to the left of the words "DataGrid" will open a dropdown menu of specific pieces of information a user can filter for.

• Options to filter DataGrid Pins by include:
  • Score: remove pins outside of the set range for Buyer Score.
  • Home Build Year: filter for homes that were built within a specified year range.
  • Square Feet: filter for homes within a desired range of square footage.
  • Length of Residence: filter for homes where the tenets have resided at the residence for a specified period of time.
  • Household Size: filter for homes of a specified listed household size.
  • Credit Score: filter for homes with a desired listed credit score range.
  • Age: filter by age of the home.
  • Household Income: filter for homes within a listed range of household income.
• Other available DataGrid filters include:
  • Gender: filter for homeowners/renters of a listed gender.
  • Primary Spoken Language: filter for homes by a primary spoken language.
  • Occupancy: filter for homes listed as occupied by homeowners, renters, or both.
  • Marital Status: filter pins by listed marital status.
  • Occupation: filter for tenets with selected listed occupations.
• If you wish to reset filters to the default view, click the "Reset All" button underneath the DataGrid AI filter toggle switch.

Pro Tips

• DataGrid Pins will populate inside a user's assigned territory and can populate within 300m of the user's mobile app location.
• The Occupancy filter is the most popular, as it will allow you to remove pins that have renters.
• Consider data points that will be useful for your industry. Here are some popular examples:
  • Solar
    • Credit Score
    • Length of residence
  • Roofing & Home Improvement
    • Year Home built
• It is still a good idea to knock on every door. But filters allow you to focus on the homes that may be a higher priority to you in your first pass through an area.