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Locked Leads | Web Updates

Lucas
Lucas
  • Updated

Article Overview 

Locked Leads are 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.

Note: visit the Locked Lead Statuses Help Center Article for more detailed information.

 

Part 1: Previous Customer Pins

This part demonstrates what Customer Pins were in the previous version of SalesRabbit. Customer Pins were a "View Only" lead and could only seen by users on the mobile app who were within a certain radius of the customer pin. Customer pins were not editable and unavailable on the Web App Map.

  • Previously, users could enable an automation to create a Customer Pin when a lead updated to a select lead status(es).
  • Users could then establish their "Customer Locator Settings". Choosing which information to display on the pin and within what radius/distance a user must be within in order to view Customer Pins on the mobile app.
  • Users were able to import a .csv file of names and address as "Customers". This would create a Customer Pin for each record which could only be viewed by users from the mobile app.
  • Viewing Customer Pins on Mobile:
    • Users were required to be within a certain radius in order to view a Customer Pin.
    • Only the Name and Address for the pin were visible and could not be edited.
  • Users also had access to "Filter" for Customer Pins on the mobile app.

Part 2: New Locked Lead Statuses

Locked Lead Statuses are the updated Customer Pins! This part demonstrates the new Lock Lead Statuses in the next generation of SalesRabbit. Including where to create a locked lead status, the permissions associated to locked leads, and where to view locked leads on Web and Mobile. 

Expected behaviors for leads set to a "locked lead status":

  • They do not have an assigned lead owner.
  • Can only be edited by users whose assigned role has the certain permissions enabled.
  • Lead information is retained and can be managed. 
  • Are visible on the Web App and Mobile App.
    • Note: on mobile, locked leads are only visible if the user is within a set radius of the lead. Locked leads can be seen from the Web App. regardless of proximity to the lead.

Note: visit the Locked Lead Status Help Center Article for more detailed information.

  • Locked Lead Statuses can be managed from the SalesRabbit+ Web App -> navigate to "Settings" -> select "Lead Statuses".
  • Leads set to a Locked Status cannot be edited by certain users, are not assigned a lead owner, and are only be visible to mobile app users if they are located within a set radius.
  • Locked Statuses stand out with the icon being colored and a white background.
  • Locked Lead Permissions:
    • Only users who's role has the "View" and "Manage" Locked Leads permission enabled for their role have access to view/manage locked leads.
  • View Locked Leads on Web:
    • Locked leads can be viewed/edited/filtered for on the SalesHub Map:
  • View Locked Leads on Mobile:
    • Admins must set the radius a mobile app user must be within in order to view locked leads. This setting is managed from the SalesRabbit Web App under "Settings" -> "Lead Statuses" -> "Settings".
  • Locked leads are visible on the mobile app if the user is within the configured radius.
  • Mobile App users also have access to a "Locked Leads" filter, which allows them to actively choose when they want locked leads to appear on their mobile app map.

Pro Tips

  • Locked leads are now their own status. They are differentiated from a regular lead status by a white background and a colored icon.

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