2 Steps to Adjust Sales Area Settings

Quickly Create, Customize, and Delete Lead Pins Statuses in SalesRabbit Accessing and organizing leads is a vital part of the sales process. In the SalesRabbit app we allow you to create, customize, and delete pins for individual leads so you never have to wonder about your areas or the areas of reps you manage. Everything you need to know about…read more

Create and edit your customer SalesRabbit forms in 5 simple steps This article will go over how to create Forms. Forms are used as a method to capture information and attach it to a lead while storing it in our database and are compatible with API third party related sources, such as Zapier. However, these Forms are for Pro and…read more

Check out how to import sales leads into your SalesRabbit account Importing sales data is an important step to any successful sales process. If you’re already a SalesRabbit user, you can use this simple 7 step guide to go over how to import a .CSV file as Leads in our database. Please note, the ability to access, and delete, from…read more

See how to set appointment and calendar reminders for our app Having reminders for your calendars and appointments is essential as a sales rep. If you want your customers to remember your appointments, you should do the same. This overview will teach you how to personalize your calendar and appointment reminders in both the iOS and Android SalesRabbit app in…read more

Managing leads more efficiently in the Android and iOS Apps Lead management is an essential part of being successful in sales. Without a way to organize and find your leads, your sales process won’t be nearly as effective as it should be. If you struggle with finding your leads, changing ownership, or setting appointments for your leads we’ve got the…read more

Upload and access sales materials in our iOS and Android app If you already have the SalesRabbit app but need help navigating it better, this article covers how to upload sales materials in your SalesRabbit account and view your materials quickly and easily in our iOS and Android apps. Check it out now! Uploading Sales Materials Here you’ll get a…read more

How to save data in the SalesRabbit app We want you to get the most out of our app. There are a lot of capabilities that come with the SalesRabbit app but there are ways to avoid overusing your data and making the process of using our app much easier and more efficient. You can still use our app without…read more

Manage shared leads on iOS and Android Shared Lead Filters will enable a SalesRabbit user to view other reps leads. This visibility is dependent on Roles & Permissions and must be manually enabled for the Rep role. See below how to manage these shared leads on both iOS and Android in easy to follow steps. Shared Leads on Android   1)…read more

Easily view your leaderboards on iOS SalesRabbit’s in-app leaderboard puts you in the driver’s seat so you can measure, compare, and improve your reps’ performance in the field. Leaderboards are embedded in the iOS mobile app. This article walks iOS users on how to access this feature and why it’s an important stat to track.  1) Click “More” within the…read more

Our Help Center answers your most asked questions The Customer Support team at SalesRabbit gets questions ranging from different topics everyday, but they also get the same questions a lot too. That’s why we are sharing 3 of the most common questions that our support team answers often and the ideal way to fix the problem. If you need help…read more

Manage your team’s SalesRabbit org chart now Organizing the infrastructure of your team is extremely important to staying efficient in sales. Our built-in org chart management allows you to create departments, regions, offices, and teams and assign your employees to their correct place in the org chart. Learn how to set up and manage your own org chart now.  …read more

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…read more

Get answers to the 3 most asked SalesRabbit questions now Have you had a question about our apps or features that you can’t solve on your own? Our Customer Success team does a great job or finding out the problem for you but what if you didn’t have to make the hassle of a phone call? Well we have a…read more

6 Steps to Viewing Leaderboards Our leaderboards feature is embedded in the iOS mobile app. Features like this allow you and your sales reps to track individual sales growth and goals in an effective way. This article walks you through the 6 steps for iOS users to easily access this feature.   Overview  1) Click “More” within the lower legend.  …read more

Download and view SalesRabbit app materials for iOS and Android When you first log into the app or if you have added materials from the last time you updated it will prompt you to update your Sales Materials. If you choose “Update” it will start downloading them immediately. If you choose “Later” then you have to download them manually. See…read more

Improve your Experience with the Roles & Permissions Feature This article covers the Roles & Permissions feature in SalesRabbit. This feature allows those who have “Settings” access to create specific user Roles and adjust Permissions within those Roles, framing the SalesRabbit experience for each user type. Reminder: All Role types are considered billable users, including Owners and Admins. Process Step…read more

Improve your teams communication going into 2021 This article details how to create and send messages in the SalesRabbit iOS and Android app. Messages can allow you to contact and coordinate with your others in your organization. The permissions set for a given role determine what users will show in messaging.     iOS Messaging Set-Up Step 1. Navigate to…read more