SalesHub Map - Web App

Article Overview

This article will cover the actions that can be done on the SalesHub Map on the Web App. Those actions include creating/assigning areas, viewing/editing leads, and adjusting your map filters.

Tip: Actions like creating areas and editing leads will depend on your Role's permissions and current Team assignment.

Part 1: SalesHub Map Overview

This part will introduce you to the SalesHub Map on the Web App

• Login to the SalesRabbit+ Web App.
• The map can be found under "SalesHub" -> "Map" on the Web App.

• Basic functions that can be performed from the SalesHub Map include:
  • Creating/editing a lead.
  • Creating/editing an area.
  • Bulk select leads.
  • Manage map overlays.
  • Searching a specific location.
  • Apply filters.

Part 2: Create and Manage Areas on the Web App

This part will demonstrate how to create and manage areas on the Web App map.

• First, navigate to the location you would like to create an area for.
• Select the "Draw Area" icon in the upper left corner.
  • You cursor will turn into a "+" symbol. Create a starting point by clicking on the map -> move your mouse and click, dropping a new point -> move your mouse and click again until you complete your area.
  • Upon completing the area's shape, it will turn your user's assigned color, and an area creation page will appear on the right side.
  • Options to include when creating an area are:
    • Area Name (optional): give this newly drawn area a name.
    • Team: select which team/sub-team this area will be assigned to.
    • Assigned to: select which user(s) to assign this area.
    • Color: choose a color to represent this area on the map.
  • Click "Create" in the bottom right corner to create your new area. 

• Selecting an existing area with leads will display an area overview, detailing how many leads have been created vs. how many homes are in the area with a percentage complete.

• Additionally, users can edit an area's name, team/user assignment and color under "Info" in the right menu.

• And view historical area activity/recent updates.

• If making edits to an area, don't forget to click "Save"!

Part 3: Creating a Lead on the Web App Map

This part will cover how to create and manage a lead on the Web App map.

• First navigate to the location/home you're creating a lead for by scrolling on the map or using the "Location Search" bar in the upper left corner.

• To create a new lead on the map, click the "Create Lead" icon in the upper left corner.
  • Then select the lead status you'd like to mark the new lead with and "drop" it on the home/location. 

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  • Reselect the newly dropped lead to add lead information to the info card.
  • Information can then be added to the lead "Info" card. Information includes Lead Status, Appt. First/Last Name, Contact Information, Address Information, and any custom fields.
  • More actions can be done on the lead card by toggling between the lead's "Info" - "Notes" - "Files" - "Activity" tabs.

• A lead's "Notes" tab provides access to edit the lead's notes section.
• After typing a new note in the text box, click "Add" to save the note.
• All notes are marked with the user leaving the note and the Date/Time the note was left.

• A lead's "Files" tab gives the user the ability to attach a file or photo to the lead.
• Use the "Upload" button to attach a file to the lead.

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  • A lead's "Activity" tab provides a detailed history of ownership, status, or info changes have happened to that particular lead.

Part 4: Bulk Reassign Leads

This part will cover how to Bulk Select and Reassign leads in the Web App.

Reassigning Leads without a Knocking Area

• First select the "Bulk Select" cursor below the Area Creation icon.
• This will turn your cursor into a "+" symbol and allow you to lasso the leads you wish to reassign.
• Use your mouse to click and drag around the leads you want to reassign:
• After drawing the shape, a new right side menu will appear.
• The new menu displays how many leads were selected, their statuses, and a dropdown to select the Org Assignment and User you are going to reassign the leads to. 
• To reassign ownership of these leads from one user to another, select a user with the dropdown menu -> click the "Apply" button on the bottom right side of the menu.
• A loading bar will appear, followed by a green "Success" check mark indicating the leads have been reassigned to the new user..

TIP: You can reassign leads and perform other bulk lead actions by selecting a knocking area.

• Navigate to the user's knocking area you wish to reassign leaads from. 
• Click on the area and you will see the option that says 'Select Leads' in the pop up menu on the right-hand side of the screen.

• After clicking 'Select Leads', the page of all of the leads in the area will appear, all leads will be selected, to unselect the leads simply click on the check mark on the top left. To unselect specific leads, simply click the check mark on the lead's row.
  • You can use the filter on the upper left to filter lead statuses, creation dates, lead owners, appointment dates, etc.
• Select the actions drip down on the right side to view all bulk action options (Reassign, Change Status, Delete). Then select the action you want to perform.
  • If you are changing statuses or reassigning leads then an additional page will pull up for you to select the user you wish to reassign the leads to or the status you wish to change them to.

Part 5: Map Filters

This part will cover how the map filters affect the information appearing on the Web App map.

• The map filters can be found at the top of the map.
• These filtering options provide users with an opportunity to view leads on the map that meet a specified criteria.
  • Options to filter leads for include:
    • Lead Status: displays leads of a select status(es).
    • Assigned To: displays leads that are owned by a chosen user(s).
    • Date Created: displays leads that were created within a specified date range.
    • Date Updated: displays leads that were updated within a specified date range.
    • Appointment: displays leads with a scheduled appointment within a specified date range.
    • Campaigns: displays leads assigned to selected campaigns.
    • Custom Fields: displays leads that meet set custom field criteria.

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  • Click "Apply" in the bottom right corner for your filters to take effect.
  • If a filter has been applied, you'll see a notification in the filter icon at the top of the map.

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  • Clear any set filters by selecting "Clear All" -> "Apply" in your filtering options.
• TIP: If you feel you are missing leads from the map, double check your filters and your role's permissions!

Part 6: Map Layers

This part will cover how to upload and manage map overlays on the Web App map.

Note: the ability to view and manage map overlays is dependent on your assigned role.

• The "Map Layers" can be found at the bottom of the icons on the left side of the SalesHub Map.
• When selected, a right hand pop-out will appear.

• Enable the "User Locations" toggle to view your users most recent location on the map.
• Under overlays, click "Add Overlay" to upload an overlay to the map.
  • When adding an overlay, click and drag the "File" into the right pop-out.
  • Name the overlay in the "Title" field.
  • Under "Visibility", select who has access to view the overlay (All, Teams, or Individuals).
  • Note: supported file types include KML, KMZ, SHP, GEOJSON. Maximum file size: 5MB. Limit of 100 overlays.
• After uploading an overlay, use the checkbox to the left of an overlay to display on the map.
  • Note: uploaded map overlays are also visible from the mobile app to users with the appropriate access.

Pro Tips

• Some map functions (area creation) will depend on your user's Role.
• Information that comes with DataGrid AI is not currently available on the Web App. Those tools are only available on the Mobile App.

If needed, link to the next section: Importing Leads