SalesRabbit For Admins: Maximize Efficiency - July 2025
This month’s SalesRabbit For Admins: Maximize Efficiency offers expert insights on best practices for maximizing the SalesRabbit platform. Hosted by Dallas and Karli, SalesRabbit’s implementation specialists, this session covers several different ways to manage users and filters.
Here’s what you’ll learn:
- How to add new users and assign roles
- The importance of setting up a clear org chart (departments, regions, offices, teams)
- Recent updates to lead activity and customer locator permissions
- How to toggle visibility settings by role and organizational level
- Why inactivating users preserves data and frees up seats
- How to reassign leads before deactivating a user to retain history
- Using filters to view users by role, office, or status
- Editing org assignments and tracking changes with start/end dates
Whether you’re new to SalesRabbit or looking to fine-tune your approach, this webinar delivers actionable advice to help you sell smarter—anytime, anywhere. Watch now and start closing more deals with confidence!
