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Navigating the SalesRabbit+ Web App

Implementation Specialist
Implementation Specialist
  • Updated

Article Overview

This article is intended to provide a brief overview of the SR+ Web App. For more detailed information on each feature, visit the associated linked article.

TIP: Bookmark https://hop.salesrabbit.com for quick access to the web app!

Part 1: SalesRabbit+ Web App

This part will briefly cover how to navigate the SalesRabbit+ web app.

  • After logging in from a desktop, you'll be brought to the Leads page.
  • The left hand menu provides navigation options to Amplify, SalesHub, Calendar, Users, and Account Settings.
    • TIP: The options available in the left hand menu will depend on your account's Plan (Team, Pro, Enterprise) and your role's permissions. For the purpose of this article, we will display all available options on the Pro plan.
  • In the upper right corner, the profile icon provides the following options:
    • View Account Details: upload a profile photo, edit user name/phone, and reset password.
    • Release Notes: track SalesRabbit+'s most recent updates.
    • Help: access the SalesRabbit+ Help Center.

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Part 2: SalesHub

This section introduces the basic function of each selection under the "SalesHub" on the left side menu of the SalesRabbit+ Web App.

Note: some options shown in this article display add-ons that you may not be included on your account.

  • Amplify:
    • Selecting this option will open a new tab in your browser, giving you access to your Amplify Dashboard and settings.
    • Visit the Amplify Help Center Articles for more information.
  • Leads:

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  • Map:
    • Allows users to view/create/edit leads on the map, create/assign areas to other users, and upload/view map overlays.
    • Visit the SalesHub Map Help Center Article for more information.

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  • Sales Materials:
    • Upload a pdf, photo, or video as a sales material for users to access as resources from the SalesRabbit+ mobile app.
    • Visit the Sales Materials Help Center Article for more information.

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  • Campaigns:
    • Create campaigns for your workspace to easily track how effective your canvassing is.
      • Note: this feature is only available to Pro/Enterprise accounts.
    • Visit the Campaigns Help Center Article for more information.

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Part 3: Calendar

This section provides users an introduction to the Team Calendar.

Note: this add-on is only available to Pro/Enterprise accounts. If interested in adding this feature, please reach out to SalesRabbit Support.

  • Team Calendar:
    • Allows users with the proper permissions to view appointment setting calendars for users who have authenticated their calendar for Advanced Appointment Management. Keep track of appointments and team schedules.
    • Visit the Team Calendar Help Center Article for more information.

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Part 4: Users

This is a brief overview of the "Users" tab found in the left menu of the SalesRabbit+ Web App. Owners/Admins, and those with the appropriate permissions, are able to manage users for their workspace from here.

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Part 5: Integrations

This is a brief overview of the "Integrations" tab found in the left menu of the SalesRabbit+ Web App. Those with the appropriate permissions will be able to manage API Keys and enable pre-configured integrations with other CRMs and softwares.

Tip: the Integrations tab is only available on Pro/Enterprise plans.

  • Integrations:
    • Marketplace: easily connect SalesRabbit+ to other CRM and softwares with our pre-built configurations.
    • API Keys: manage, create, and deactivate API keys.

Part 6: Settings

This section briefly details the options under the "Settings" button in the left menu of the SalesRabbit+ Web App. Some settings are only available to Pro/Enterprise accounts.

Note: only users whose role has the certain permissions enabled for their role will have access to specific settings. Owners/Admins have permissions enabled by default. Additionally, certain settings are available depending on your plan type.

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  • Roles & Permissions:
    • Allows owners/admins to edit role permissions.
    • Visit the Roles & Permissions Help Center Article for more information.

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  • Custom Fields:
    • Create and manage custom fields for your account.
      • Note: this feature is only available to Pro/Enterprise accounts.
    • Visit the Custom Fields Help Center Article for more information.

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  • Quick Links:
    • Create links that will appear directly on the mobile app lead card for easy access while out in the field.
      • Note: this feature is only available to Pro/Enterprise accounts.
    • Visit the Quick Links Help Center Article for more information.

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  • Forms:
    • Create and manage forms for your workspace, so you can submit and pass data effectively.
      • Note: Forms are only available for Pro/Enterprise accounts.
    • Visit the Form Management Help Center Article for more information.

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  • Appointments:
    • Allows owners/admins the ability to configure account settings for Advanced Appointment Management.
      • Note: this settings is only available to Pro/Enterprise accounts. Additionally, the account must have Advanced Appointment Management enabled.
    • Visit the Advanced Appointment Management Help Center Article for more information.

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Pro Tips

  • Each section in this article is contain links to the appropriate article in the Help Center providing more detail about each feature!

For an overview of the mobile app: SR+ Mobile App Overview

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