Map Overlays

Article Overview 

Map Overlays in SalesRabbit+ are powerful visual tools that help door-to-door sales organizations identify boundaries and locations to drive better territory and area management. By displaying custom geographic layers on your map, teams can clearly visualize sales territories, service areas, zoning restrictions, and other critical boundaries that impact field operations. Accepted file types include: .kml, .kmz, .shp, .geojson.

Note: Map Overlays are only available to accounts on the Pro Plan.

Part 1: Map Overlay Permissions

Only users whose role has the "Map Overlays" manage permission enabled will be able to upload map overlays via the web app.

• From the SalesRabbit Web App, navigate to "Settings" -> select "Roles & Permissions".
• Select the role you'd like to edit this permission for -> locate the "Map Overlays" permission -> ensure the "Manage" checkbox has been checked.
• If adjusting this permission for an existing role, be sure to click "Save" to apply your changes.

Part 2: Uploading Map Overlays

Learn how to upload a file as a Map Overlay on the Web App SalesHub Map.

• From the SalesRabbit Web App, navigate to "SalesHub" -> click "Map" -> click on the "Map Layers" icon, found on the left side.
• Click the "Add Overlay" button in the right hand menu to upload an overlay.
  • Note: accepted file types include .KML, .KMZ, .SHP, .GEOJSON.

• Complete the following steps:
  • "File": click or drag the file into that section.
  • "Title": name the overlay.
  • "Visibility": select which Teams/Users can view the overlay on web and mobile.
• "Save" the overlay.

Part 3: View Map Overlays on Web

After uploading map overlays, users can apply and view the overlay(s) to the Web App SalesHub Map.

• From the SalesRabbit+ Web App, navigate to "SalesHub" -> click "Map" -> click the "Map Layers" icon in the upper left corner (bottom icon).
• In the right drawer, users will see a list of available and uploaded overlays.
• The "Search" bar can be used to easily locate a uploaded map overlay by title.
• Use the checkbox to the left of the overlay name to apply the overlay to the map. Multiple overlays can be applied at once.
  • Tip: after applying an overlay, users can use the "Draw Area" tool to draw areas and assign them to a user(s).
• The "Clear All" option can be used to quickly remove all applied overlays at once.

Part 4: Map Overlays on Mobile

Learn how to view/access uploaded map overlays on the SalesRabbit+ mobile app.

• From the SalesRabbit+ mobile app, navigate to "SalesHub".
• To access and apply uploaded map overlays, click on the "Map Layers" icon in the upper right corner.
• A "Map Settings" drawer will appear at the bottom of the screen.
• From there, select which map overlay(s) to display on the map.
  • Users can then create an area and/or territory and assign it to a user(s).
  • Note: applying too many overlays at once may cause performance issues.

Pro Tips

• Supported File Types: KML, KMZ, SHP, GEOJSON
• Maximum File Size: 5MB
• Upload up to 100 map overlays.
  • Note: users may experience performance issues when enabling multiple overlays at once.