Navigating the SalesRabbit+ Mobile App

Article Overview

This article is intended to provide an overview of the SalesRabbit+ mobile app. This articles includes a brief introduction to the mobile app's Home, Messages, SalesHub, and Tools pages.

TIP: Links to feature specific articles are linked through out. Navigate to a specific article for more information on a particular mobile app feature.

Part 1: Logging into SR+ Mobile App

This part will cover downloading and logging into the SalesRabbit+ mobile app.

First, download the SalesRabbit+ app from the App Store or Google Play Store.
The app icon looks like this:

Once the app is downloaded, you'll be able to login with your SalesRabbit+ login credentials.
- Note: if you're experiencing login issues, please reach out to your admin or contact the SalesRabbit Support Team.
- Support Contact Info: 801-418-9009 / email support@salesrabbit.com (Mon-Fri 7am-7pm, Sat 8am-4pm MST)
Once logged in, you'll be able to use the mobile app according to your role's permissions.

Part 2: Home

This part will briefly cover the different options available on the Home Page of the SR+ Mobile App.

The mobile app Home Page provides several options.
- Calendar View:
  - The home page offers a calendar view where users can view their scheduled appointments. Scheduling an appointment on a lead will display the appointment on this calendar view.
  - Users can toggle between a week or month calendar view.
    - Note: this calendar view is intended to show only your appointments.
- Mobile App Settings:
  - Visit the User Settings Help Center Article for more information.
  - A user's app settings can be found by selecting the profile icon in the upper right corner.

Under the settings, a user can upload a profile photo, adjust appointment, map, sales materials, and display settings.

At the bottom of the mobile app settings, a user will find quick access to contact SalesRabbit Support.

Part 3: Messages

This part will briefly cover the different options available on the Messages Page of the SR+ Mobile App. Messages allow users to send a message to another rep or to a group of reps.

Visit the Messages Help Center Article for more information.
To draft/send a message, simply select the messaging icon in the upper right corner, or select on an existing message thread.

Part 4: SalesHub

This part will briefly cover the different options available on the SalesHub Page of the SR+ Mobile App.

The SalesHub is where users will spend most of their time in the mobile app.
There are 3 different views available in the SalesHub:
- Map:
  - Visit the Lead Management | Mobile App Help Center Article for information on creating/editing leads on the mobile app.
  - Visit the Area Management | Mobile App Help Center Article for information on creating areas on the mobile app.
  - Visit the Filters | Mobile App Help Center Article for information on managing filters on the mobile app.

List: allows a user view leads in a list view.
- Visit the List View | Mobile App Help Center Article for more information on managing leads from the SalesHub list view.

Street: the street view allows a user to create or edit leads based on the leads that exist on the street they are physically located on.
- Visit the Street View | Mobile App Help Center Article for more information on managing leads from the SalesHub street view.

Note: other features that may impact your SalesHub experience include:
- DataGrid (if part of your plan).

Part 5: Tools

This part will briefly cover the different options available on the Tools Page of the SR+ Mobile App.

Sales Materials: admin are able to upload resources from the web app, and users can access those resources under the Sales Materials tab under Tool.
- Visit the Sales Materials Help Center Article (Part 4) for more details on accessing uploaded Sales Materials on the mobile app.
Sketch Board: this is simply an in app "pen and paper". A place for a user to write or draw a quick note with their finger.

Part 6: Amplify

This part will briefly cover the different options available on the Amplify Page of the SR+ Mobile App.

Finally, you can access your team's Analytics and Gamification via the Amplify mobile app.
Selecting "Launch Amplify" will open the Amplify Mobile App.