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.)
- From the SalesRabbit 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.
- Scroll down to the desired datapoint(s) that you would like to filter by, and set the parameters.
- Adjusting the slider/toggle for any of the DataGrid filters will filter out DataGrid pins from the map that don't meet the set criteria.
- In the example below, we will set the DataGrid "Occupancy" filter to "Homeowner" which removes DataGrid pins listed as renters from the map.
- If you wish to reset filters to the default view, click the "Reset All" button underneath the DataGrid AI filter toggle switch.
Pro Tips
- 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
- Solar
- 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.