Area Management - Mobile App

Article Overview

This article will demonstrate the basics of creating, assigning, and editing areas in the SR+ mobile app.

SalesRabbit Areas is a powerful tool designed to streamline and enhance the management of sales territories. At its core, the product addresses the common challenges associated with area management, such as inefficient territory assignments, lack of clarity in sales targets, and difficulties in tracking performance across different regions.

The primary problem that area management solves is the optimization of sales efforts by ensuring that each sales representative (Rep) is assigned a clearly defined territory to work within. This reduces overlap, maximizes coverage, and ensures that all potential leads within a given area are effectively addressed. Additionally, it provides a structured framework for tracking sales activities and performance metrics within each area, enabling more informed decision-making and strategic planning.

SalesRabbit Areas caters to two distinct user groups: Managers and Reps. Managers are responsible for creating and assigning areas, ensuring that territories are strategically defined and aligned with the company's sales goals. They utilize the tool to monitor area performance, reassign territories as needed, and optimize resource allocation to maximize sales potential. On the other hand, Reps are the individuals who are assigned these areas to work. For Reps, SalesRabbit Areas provides clarity on their specific responsibilities and targets within their designated territories, allowing them to focus their efforts and track their progress effectively.

Through the dual focus on Managers and Reps, SalesRabbit Areas facilitates a more organized and efficient sales process, ultimately driving better results and a more cohesive sales strategy.

TIP: The ability to create/view other user's areas will depend on your role's permissions.

Part 1: Areas Permission

This part will explain the permissions associated with area management. Permissions are managed on the Web App.

• In order for a user to create/edit areas, that user must have the "Manage Areas" permission enabled for their role.
• To edit a roles' permissions, navigate to "Settings" -> "Roles" in the web app.
  • • Select the role you'd like to edit and enable both "View" and "Manage".

• Note: Users with these permissions can create/assign areas for other users who are on or below their assigned team.

Part 2: Create an Area

This part will demonstrate how to create and assign areas in the mobile app.

• Areas can be created with the "Lasso Tool" on the SalesHub Map.
• The Lasso Tool can be found on the upper left side of the map.

• Selecting the lasso tool will allow a user to circle around a neighborhood or area with their finger.
• Once the shape is complete, a "New Area" creation drawer will appear at the bottom.
• To create an area:
  • Name or give the area a "Title" (optional)
  • Choose the Team the area will be assigned to.
  • Select the user on that team you wish to assign the area.
  • Click "Create" to assign the area.

• Note: Lassoing an area with leads on the map will not automatically create an area. Instead you'll select the "Create Area" icon.

Part 3: Edit an Area

This article will demonstrate how to edit an existing area on the SalesHub Map in the mobile app. Edit include renaming the area, assigning it to a different team/user, updating the area's color, and deleting the area.

•  Selecting an existing area will show Area Statistics.
  • Area Statistics displays how many homes have been worked in an area (out of how many potential homes can be worked).
  • Also shown is a breakdown of how many leads of each status are inside of the selected area.
    • Tip: selecting the "Select Area" button will select all leads within your chosen area, allowing users to perform bulk actions like reassigning ownership, updating lead status in bulk, and deleting leads. You can also select/deselect different users to determine whose leads you'd like to update during this process.

• To make edits to an existing area, click on the area in the mobile app and select "Details".

• Under the "Details" tab, users can rename the "Title", change the "Team" assignment, update the "User Assignment", change the area's "Color", and "Delete" the area.

• Under the "Activity" tab, users can view changes to that area.
  • Similar to lead activity, this provides a log of updates that have been made to that area.
    • Ex: User assignments, name changes, etc.

Part 4: Areas Filter

This part will demonstrate how to manage the Area Filter in the mobile app.

• The Areas filter allows a user to choose which user's areas they'd like to view on their own map.
• Select the filters icon in the upper left corner to access the areas filter.

• The toggle to right of the areas filter allows a user to remove all areas from the map.
• Other options to filter areas by include:
  • Assigned Users: specify which user's areas you'd like to view on the map
  • Quick Date: select a predetermined date range to view assigned areas for.
  • From-To Dates: choose a specific date range to view assigned areas for.

• After setting your desired filters, don't forget to hit "Apply" for your changes to take effect!
• Note: Reassigning an area from one user to another will not update the lead's owner.
• Note: Deleting an area does not delete any leads in those areas.

Part 5: Find My Areas

This part will explain how to quickly find your assigned areas by using the "Find My Area" icon in the mobile app.

• In the SalesHub Map on the mobile app, there is a "Find My Area" icon located in the bottom right corner.

• Selecting this icon allows a user to quickly navigate to their current area assignments.
• Use the left and right arrows on the screen to toggle back and forth between different area assignments.

Pro Tips

• Areas can also be created and managed from the Web App.
• Areas can also be created in the mobile app using DataGrid Areas if your plan includes the  DataGrid AI add-on.
• Always check your filters if you're unable to see assigned areas on your map! If that continues, double check your current Role or Team assignment.

If needed, link to the next section: Area Management - Web App