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 Reassign leads in the Web App.

• 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..

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