Area Management - Web App

Article Overview

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/manage areas on the web and mobile app depends on a users role and team assignment.

Part 1: Area Permissions

This part will explain the permissions associated with area management. Permissions are managed on the Web App and affect a users ability to create/manage areas on both web and mobile.

• 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 this permission can create/assign areas for other users who are assigned to or within the user's team assignment.

Part 2: Area Settings

This part will cover how to manage your area settings in the SalesRabbit+ Web App.

• From the SalesRabbit Web App, navigate to "Settings" -> "Areas".
• These area settings allow admins to designate how many areas a user can be assigned to simultaneously.
  • Note: Enabling unlimited areas may impact your Mobile & Web App performance. If you are seeing a decrease in application speed, we recommend selecting a lower default number.

• If changes are made, click "Save" in the bottom right corner.

Part 3: Create an Area on Web

This part will cover how to create areas on the SalesRabbit+ Web App.

Note: areas can also be created from the SalesRabbit Mobile App.

• From the SalesRabbit Web App, navigate to "SalesHub" -> "Map".

• Zoom in over the area on the map you'd like to create an area for and select the "Area Creation Tool" in the upper left corner of the map.
• Area creation has two mode: Polygon Mode and Freehand Mode.

• Polygon Mode:
  • Used for precise, point-by-point area creation and lead selection.
  • When selected, create various points by clicking around the desired area and complete the shape.

• Freehand Mode:
  • Used for quick, natural drawing gestures.
  • When selected, click once -> drag your mouse around the area you'd like to create -> click again once finished.

• Once you complete the area boundaries, a right side "Create Area" menu. Enter in the details of the area such as the Area Name, which Team the area is assigned to, which user(s) from that team will be assigned to this new area, and the color.
  • Note: the area color will automatically correct to the assigned user's color.
• Click the "Create" button once completed and will be visible on the Web App and Mobile App.

Part 4: Edit an Area on Web

This part will cover how to edit and manage existing areas on the SalesRabbit+ Web App.

• From the SalesHub Map on the Web, select an existing area.
• A menu will appear on the right side, displaying that area's "Overview". The overview contains information on how many leads there are vs. the number of homes existing within the area. Additionally, a breakdown of how many leads of each status existing in the area.

• Under the "Info" tab, users who can manage areas may update the area name, team assignment, user assignment, and color.

• Under "Activity", users will see a historical list of changes made to the selected area.

• Additionally, users with the manage area permission enabled can "Delete" an existing area.

• If attempting to delete an area, a confirmation pop-out will appear asking to confirm the action.
• Deleting an area will only delete the drawn boundaries. Lead information is not deleted.

Pro Tips

• Areas can also be created/managed from the mobile app.
• At this time, add-on information (DataGrid) is only visible from the map on the mobile app.
   

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