SalesRabbit Mobile App: Mastering Sales on the Go - August 2025
This month’s SalesRabbit Mobile App: Mastering Sales on the Go offers expert insights on best practices for maximizing the SalesRabbit platform. Hosted by Kyle and Dallas, SalesRabbit’s implementation specialists, this session covers several different ways to set up user permissions, how to import and interact with customer pins, and what proximity indicator allows you to do.
Here’s what you’ll learn:
- How permissions affect what reps can see and do in the mobile app
- What “view leads” enables—and how to control its reach by team or office
- Why “add or delete leads” matters for self-generated vs. assigned leads
- How reps can now move lead pins—and what that does (and doesn’t) change
- When to allow or restrict editing other reps’ leads
- What lead activity shows (status and ownership history) and how to enable it
- How user location filters work and when to use them
- What customer pins are, how to import them, and who can view them
- How to control which reps see customer pins and within what radius
- How to automate customer pin creation via status changes (Pro plan only)
- What proximity indicator shows and how to trace where updates were made
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!
