Area Management | Web Updates

Article Overview 

This article will briefly overview drawing and assigning areas on the Web App in the previous version of SalesRabbit vs. the in the Next Generation of SalesRabbit.

Tip: visit our Area Management | Web App Help Center Article for more detailed information on managing the SalesHub Map on the Web App.

Part 1: Previous Area Management

This part quickly demonstrates how to create/manage areas on the previous version of SalesRabbit.

• From the SalesHub Map, click the "Area Tool Drawer" icon in the upper right corner.
• Next, select the "Office" the area will be assigned to.

• Use the mouse to click various points on the map to create an Area/Territory.
• Upon completing the area shape, "Area Info" will appear on the right side.
• Use the dropdown and "Assign" button to assign a user to the new area.

• The area is now assigned to the designated user and visible on the mobile app!

Part 2: New Area Management

This part quickly demonstrates how to create/manage areas on the next generation of SalesRabbit.

• From the SalesRabbit Web App, navigate to "SalesHub" -> click "Map".
• The "Draw Area" now lives in the upper left corner of the map. 

• In the next generation of SalesRabbit, there are two methods when it comes to creating new areas on the Web App:
  • Polygon Mode: create areas using the mouse to click points around the area boundaries.
    • Click the "Draw Area" icon in the upper left corner -> select "Polygon Mode".
    • Use the mouse to click points to create the new area boundaries.
    • After completing the shape, an "Create Area" menu will appear, allowing users to add an Area Name, assign the area to a Team, and assign the area to a member of the selected team.

• Freehand Mode: draw areas freely using the mouse.
  • Click the "Draw Area" icon in the upper left corner -> select "Freehand Mode".
  • Click the mouse once, then freely move the mouse to draw the new area boundaries.
  • Click again to complete the area shape.
  • After completing the shape, a "Create Area" menu will appear, allowing users to add an Area Name, assign the area to a Team, and assign the area to a member of the selected team.

• Don't forget to click the "Create" button for your new area assignment to be created.
• Users will be notified in the mobile app when a new area is assigned to them.

Pro Tips

• If a user is unable to create areas on the Web App, ensure that that user's Role has the Manage Areas permission enabled.
• Visit the Area Management | Mobile Updates for a quick overview of area management on the mobile app.