Article Overview
This article will briefly overview drawing and assigning areas on the Mobile App in the previous version of SalesRabbit vs. the in the Next Generation of SalesRabbit.
Tip: visit our Area Management | Mobile App Help Center Article for more detailed information on managing the SalesHub Map on the Mobile App.
Part 1: Previous Area Management
This part briefly demonstrates how areas were created/managed on the previous version of SalesRabbit.
- From the SalesHub Map on the mobile app, click the "Lasso Tool" icon in the upper left corner.
- Using your finger, draw an area. After completing the area, select which user you'd like to assign the area to.
- Alternatively, use "DataGrid Areas" to create and assign new areas.
- Note: previously, only available to accounts with the DataGrid Add-On.
Part 2: Updated Area Management
This part briefly demonstrates how to create/manage areas on the next generation of SalesRabbit.
Tip: visit our Area Management | Mobile App Help Center Article for more detailed information on creating areas using the Mobile App SalesHub Map.
- From the mobile app SalesHub Map, click the "Lasso Tool" in the upper left corner.
- Using your finger, draw an area. After completing the area, select which user you'd like to assign the area to.
- Within the "New Area" drawer, give the area a "Title" -> select the "Team" the area will be assigned to -> choose the user(s) from that team to assign the area to -> click "Create".
- Alternatively, use "DataGrid Areas" to create and assign new areas.
- Note: only available to accounts with the DataGrid AI Add-On.
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 | Web Updates for a quick overview of area management on the web app.
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