Navigating the SalesRabbit+ Web App

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 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. The options available in the left hand menu will depend on your workspace's plan type (Team, Pro) and your role's permission set. This article will display all available options for workspaces on the Pro plan.

• From the SalesRabbit+ Web App, users will be able to manage their leads, users, and workspace settings.
• The left hand menu provides navigation options to Amplify, SalesHub, Calendar, Users, and Account Settings.
• 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: keep tabs on the most recent updates to the SalesRabbit+ platform.
  • Help: quickly access the SalesRabbit+ Help Center.

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 may not be included on your plan.

• 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 detailed information.
• Leads:
  • Manage and track all leads in one place to sty organized and keep deals moving forward.
  • Visit the Leads List Help Center Article for more detailed information.

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

• Import:
  • Import a list (.csv file) of lead information into your SalesRabbit+ account.
  • Visit the Importing Leads Help Center Article for more detailed information.

• Sales Materials:
  • Organize and share all sales materials in a central library so your team can access the right content quickly. Sales materials can be a pdf, photo, video, or a URL.
  • Visit the Sales Materials Help Center Article for more detailed information.

• Campaigns:
  • Build and manage campaigns to track canvassing efforts and measure performance.
  • Visit the Campaigns Help Center Article for more detailed information.
  • Note: this feature is only available to Pro accounts.

Part 3: Calendar

This section provides users an introduction to the Team Calendar.

Note: this add-on is only available to Pro accounts that have enabled Advanced Appointment Management for their workspace.

• Team Calendar:
  • Manage team schedules and appointments in a shared calendar to keep everyone coordinated.
  • Visit the Team Calendar Help Center Article for more detailed information.
  • Note: only Pro accounts who have enabled Advanced Appointment Management for their workspace will have access to the team calendar.

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.

• Users:
  • Add & manage users to ensure the proper team members are active.
  • Visit the Users Overview Help Center Article for more detailed information.

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 for workspaces on the Pro plan.

• Marketplace: 
  • Discover and connect third-party integrations that enhance your workflow and extend your workspace capabilities.
  • Checkout the available connections in the Marketplace Integrations Help Center Section.
  • Note: the integration marketplace is only available to Pro accounts.

• API Keys: 
  • Generate and manage API keys to integrate external systems and securely access your sales data.
  • Visit the API Keys Help Center Article for more detailed information.
  • Click HERE to view SalesRabbit+ Public API Documentation.
  • Note: API access is only available to Pro accounts.

• Webhooks: 
  • Send data from SalesRabbit to a tool of your choice via Webhooks.
  • Visit the Webhooks Help Center Article for more information.
  • Note: this feature is only available to Pro accounts.

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.

• Lead Statuses:
  • Define and organize lead statuses to support consistent lead tracking across your workflow.
  • Visit the Lead Status Management Help Center Article for more detailed information.

• Roles & Permissions:
  • Configure roles and permissions to control access and maintain a secure, efficient workspace.
  • Visit the Roles & Permissions Help Center Article for more detailed information.

• Teams:
  • Build and manage team structures so members are organized and aligned for better collaboration.
  • Visit the Team Management Help Center Article for more detailed information.

• Custom Fields:
  • Create custom fields to capture and organize the specific lead data your team needs.
  • Visit the Custom Fields Help Center Article for more detailed information.
  • Note: this feature is only available to Pro accounts.

• Quick Links:
  • Add custom quick-access links to leads on the Mobile App to streamline workflows in the field.
  • Visit the Quick Links Help Center Article for more detailed information.
  • Note: this feature is only available to Pro accounts.

• Forms:
  • Create and customize forms to capture and submit data efficiently across your team.
  • Visit the Form Management Help Center Article for more detailed information. 
  • Note: Forms are only available for Pro accounts.

• Appointments:
  • These appointment settings will reflect across the entire workspace for accounts that have enabled Advanced Appointment Management.
  • Visit the Advanced Appointment Management Help Center Article for more detailed information.
  • Note: this setting is only available to Pro accounts who have enabled Advanced Appointment Management.

• Areas:
  • Configure area settings to customize limits and auto-deletion within a workspace.
  • Visit the Area Settings Help Center Article for more detailed information.

• Branding:
  • Add a logo and brand color to give your workspace a more personalized in-app experience.
  • View the Branding Help Center Article for more detailed information.

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