DataGrid AI Filters (iOS)

Article Overview

This article will cover how to filter DataGrid AI pins based on the different desired data points.

NOTE: DataGrid AI Filters are currently for iOS only.

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• In order to see DataGrid AI pins, you must have an area assigned to you.
  • (To learn about populating DataGrid AI pins, click here)
• Log in to the mobile app on an iOS device and navigate to SalesHub.
• Adjust your map and zoom in to any of your assigned areas.
• From the Map screen, click on the 'Filter' icon in the top left of the screen.

• Be sure that DataGrid filters are toggled on.
• Click the gray dropdown arrow to expand the filters

• Scroll down to the desired datapoint(s) that you would like to filter by, and set the parameters.
• In our example below, we will set the 'Occupancy' filter to 'Homeowner' which removes renters from the screen.

• 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
• 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.