Locked Lead Statuses

Article Overview

Locked Leads is a powerful new feature in SalesRabbit+ that enables organizations to create and manage 'view only' leads across their entire sales force.

• Enhanced Territory Management: Teams can mark and identify customer locations and do-not-contact addresses that are visible to all relevant team members.
• Location-based Intelligence: Sales Reps can see nearby leads within a specific radius, regardless of lead ownership, improving field efficiency.
• Data Protection: Organizations can control what information is displayed (name only, name and address, or no detail) to maintain privacy and compliance.

TIP: Locked Leads are permission based. Please reach out to your Admin, Owner, or Manager about this permission.

Part 1: Locked Leads Permissions

Configuring Roles & Permissions for Locked Leads

• Log in to the SalesRabbit+ Web App.
• Navigate to "Settings" -> then select "Roles".
• Once in Roles, find the Locked Lead permission under the Leads section.
• Go through each Role and enable/disable the View or Manage permission.
  • View Permission: allows the role the ability to view Locked Leads on Web/Mobile.
  • Manage Permission: allows the role 
• Remember to select "Save" if making changes.

Part 2: Manage Locked Lead Statuses

Creating/Choosing which lead statuses will be Locked.

• From the SalesRabbit+ Web App, navigate to "Settings" -> select "Lead Statuses".
• Click "Create" in the upper left corner.
  
  • Tip: users can edit an existing status and change it to a Locked Lead Status.

• To create a locked lead status, fill out the following information in the right hand side bar:
  • Status Name: provide a status name.
  • Abbreviation: provide a 4 character status abbreviation.
  • Amplify Stage: select the status' Amplify stage.
  • Color: choose the status color.
  • Icon: select an icon to represent the status.

• At the bottom of the status creation page, there is another section called "Settings".
  • Locked Leads: enabling this setting will turn your status into a Locked Lead Status.
    • Leads designated with a locked status will be visible to everyone, but will not be editable without explicit permission.
    • Under "Lead Details", select the lead information that viewers will be able to see from the map. Current available options include: Name & Address.
    • Note: Locking a Lead will change how the status display. The lead status color will fill the selected icon rather than filling the entire status.
• Don't forget to click "Save" to apply your changes.

Part 3: Locked Lead Settings

Leads marked with a locked status are only visible to users when they are located within a specified radius of the locked lead. Manage the Lock Lead Radius Settings on Lead Status Page on the Web App.

• From the Lead Status page, click on "Settings" at the top right corner.

• Under "Lead Proximity", use the dropdown to choose how close a rep must be for locked leads to appear on the map. Current options include: 1/4, 1/2, 1, 2, 3, and 5 miles.
  • Note: this setting only applies to the mobile app, not the web.
• Click "Save" to apply your changes.

Part 4: Managing Locked Leads on Web

Viewing and Managing Locked Leads on the SalesRabbit+ Web App leads list.

• Click on "SalesHub" on the left hand side -> click on "Leads".
• At the top next to the Search bar, select the "Filter" button.
• A Filter side bar will appear on the right side.

• Within the filters, users are able to filter leads by: Lead Status, Assigned to, Date Created/Updated, Appointment, Campaign and other custom fields.
• To filter for leads marked with a Locked Status, select the "Lead Status" filter -> select the locked status(es) you'd like to filter for -> click "Apply" in the bottom right corner.

• A list of leads that meet the set filtered criteria will appear on the Leads page.
• Here you can scroll through and edit your locked leads by the filtered status(es).
  • Tip: bulk actions like changing the status/deleting are available under the actions button after selection a lead(s).

Pro Tips

• Locked Lead statuses are designated by the chosen lead status icon/color, but display as an inverted color scheme.
• Locked leads are visible from the mobile app, however, only when a user's physical location is within the limit set in settings (part 3).