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Enable Reps Field Location on iOS and Android

Posted by Sean Huckstep | February 4, 2021

Enable access to any field reps location on iOS or Android

User Location allows profiles with the permission enabled to see geolocation time stamps of others in increments of 15 minutes.  This feature may be ideal to view a rep’s physical location in relation to the Leads they place on the map to verify the Leads created are authentic. It’s also a safety feature to ensure companies are able to account for the physical location of reps.

NOTE: Users may only view the locations of other users if they have allowed location services for SalesRabbit on their device. It only records locations while the app is running.

User Locations (Android)

The permission may be enabled for viewing other’s locations in Settings > Roles & Permissions > Enabling “User Location” for the appropriate role.

  1. Access and turn on the User Location Filter in your app.

Click the satellite icon in the upper right hand corner to access your Filters menu.

 

  1. Click the words “User Locations” to populate a drop down menu.

  1. Apply the Users

Verify the number of users selected are inclusive of everyone you are overseeing (you may click “# Users Selected” to populate a list of your users applied).

To sort through your list, you may go by alphabetical order (“ABC” at the top of your menu) or by organization (“Group” at the top of your menu) which is ideal for larger companies. If sorting by “Group,” click the drop down arrow to the left of each organizational tier until you get down to the individual reps.  To quickly deselect all the reps as all users are automatically applied, click the check next to “Company” under “Group” to deselect everyone in bulk.

Once you have the user(s) applied, click “Select” in the upper right hand corner to apply the selection.

  1. Adjust the date range

Once you are back to the Filter menu for “User Locations,” apply the appropriate date range – the default lists “Today.” Click the word “Today” to populate the menu of options, or, apply a more specific date range for the “To” and “From” listed.

Note: User Locations will only be visible for a two week period, despite the longer “Quick Date” selections available.

Best Practice Tip

Match “Shared Leads” and “User Location” Filters with each other to see the Leads dropped by your users in conjunction with their geolocation time stamps.

  1. Go back to the map by clicking the “x” in your Filters menu in the upper left hand corner.

The owners of the User Location will show a small circle of an avatar. It will also be highlighted in their assigned User Color.

View the User Location time stamps by click the icon of the User Location to view the name and time stamp.

 Next Step | Applying User Location Path

When Shared Leads and User Locations are applied, they can be difficult to stand out from each other on the map. There is a feature in Settings that connects the geolocation stamps on the map with a line the user’s assigned color.

#1 Click the three stacked lines in the upper left hand corner.

#2 Click “Settings” within the menu.

#3 Click the box to apply a check mark next to the “User Location Path” under “Map” to the right to enable the path feature.

Once the User Location Path has been applied, all the geolocation markers of individuals using the SalesRabbit app will be connected through a line.

User Locations (iOS)

The permission may be enabled for viewing other’s locations in Settings > Roles & Permissions > Enabling “User Location” for the appropriate role.

  1. Access and turn on the Filter in your app.

Go to “Sales Hub” with the lower banner of your screen and click the funnel icon the upper left to access your Filters menu.

 

  1. Click the words “User Locations” to populate a drop down menu.

Verify the number of users selected are inclusive of everyone you are overseeing (you may click “# Users Selected” to populate a list of your users applied).

Apply the appropriate date range – the default lists “Today.”

Note: User Locations will only be visible for a two week period, despite the longer “Quick Date” selections available.

Best Practice Tip

Match “Shared Leads” and “User Location” Filters with each other to see the Leads dropped by your users in conjunction with their geolocation time stamps.

  1. Go back to the map by clicking “Done” in your Filters menu in the upper right hand corner.

The owners of the User Location will either show a small circle with their photo if their photo was added to their profile, or it will show an avatar. It will also be highlighted in their assigned User Color.

View the User Location time stamps by clicking the icon of the User Location to view the name and time stamp.

 Best Practice Tip

When Shared Leads and User Locations are applied, they can be difficult to stand out from each other on the map. There is a feature in Settings that connects the geolocation stamps on the map with a line the user’s assigned color.

Go to “Home” then “Settings” in the upper left hand corner.

Swipe the toggle next to the “User Location Path” under “Map” to the right to enable the path feature.

Keep Learning

If you’re interested in learning more about our integrations or SalesRabbit products, Schedule a demo to learn more about this feature. If you’re already a SalesRabbit user, login to our Help Center and get unlimited SalesRabbit resources.

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