Proximity Indicator

Article Overview

In this article, we cover all things Proximity Indicator. How to turn on/off in Roles & Permissions, How to Toggle Map View on via the Mobile Settings, and how to View in Lead Activity.

TIP: Only users with administrative access can make changes to the permissions for Proximity Indicator

Part 1: Proximity Indicator Permission (Web App)

This section covers how to enable the permission for this feature within roles and permissions section. Only users whose role have this permission enabled will have access to the proximity indicator setting on the mobile app..

From the SalesRabbit+ Web App, navigate to the "Settings" dropdown -> select "Roles & Permissions".
Next, determine which role(s) should have the permission to view the Proximity Indicator on the Mobile App.
Then, select the correct role and scroll to the Lead section and locate the "Proximity Indicator" permission.
- Use the checkbox to the right, to either enable or disable the permission for that role.
  - Enabling this feature will allow users assigned to that role the ability to view the exact location of a user when they update lead information to ensure users where they are supposed to be.

(Your role names may differ from what is shown above. Best practice is to make sure that anyone that needs to track reps has this toggle turned on.)

Part 2: Enabling Proximity Indicator (Mobile App)

In this section, we show you how to use Proximity Indicator on the mobile app.

From the SalesRabbit+ mobile app, click the "User Profile" icon in the upper right corner to access the mobile app profile settings.

Scroll till you see the "Map" section -> enable the toggle for "Proximity Indicator".
Enabling this setting allows a proximity indicator to appear in the upper right corner of visible leads on the SalesHub Map (see Part 3).
Be sure to click "Done" in the upper right corner to apply the setting change.

Part 3: Using Proximity Indicator (Mobile App)

In this section, we show how to use Proximity Indicator to check the locations of Reps when leads updated.

From the SalesRabbit+ mobile app, click on the "SalesHub" section to access the mobile app map.
After following the steps in Part 1 & 2 of this article, small icon bubbles will appear in the upper right corner of each lead on the SalesHub Map.
These indicator icon bubbles indicate if the rep was:
- At Location (within 25m): Green Checkmark (√).
- Near Location (within 25m-100m): Yellow Checkmark (√).
- Out of Range ( >100m): Red Exclamation Point (!).
- Unknown Location: Grey Question Mark (?).
  - Typically appears on recently imported leads, the lead was created from the Web App, or the user's location is unable to be determined.