Article Overview
Locked Leads the new Customer Pins in the Next Generation of SalesRabbit. Locked Leads are a unique lead status that allows users to view the lead, but not make any edits to the lead's information.
Tip: visit the Locked Leads article for more detailed information.
Part 1: Welcome to Locked Leads.
- Locked Leads are the new and improved Customer pin!
- The ability to Lock a Lead is accessible to everyone one, but editing a Locked Lead is behind a permission.
Part 2: What's Different?
- Locked Leads are now a Status in SalesRabbit (marked by white background and a color symbol versus a color background and a white symbol).
- Locked Leads have their own filter and are still viewable from a designated distance.
- Web App Filter (map):
- Mobile App Filter:
- Locked Leads can be edited by users with the appropriate permissions enabled, unlike the previous Customer pins.
- Previously, Customer pins only displayed the lead name and address. Locked Leads will retain all data from the lead and display all lead information.
Pro Tips
- Locked Leads are visible from the Web App map and leads page.
- Locked leads are visible from the Mobile App if the user is located within the set radius of the locked lead.
- Link below to explore more about Locked Leads.