Lead Management - Web App

Article Overview

This article will demonstrate how to access your SalesRabbit+ Leads on the Web App. Actions that can be taken from the Web App include filtering lead information, exporting lead information, lead ownership reassignments, and other bulk lead actions.

TIP: the ability to view and manage an account's leads will depend on the users specific role with the "View Leads" and "Manage Other's Leads" permissions.

Part 1: Create a Lead on the Web

This part will cover how to create and edit a lead on the Web App.

• Log into the SalesRabbit+ Web App
• After navigating to the Leads page, select "Add Lead" in the upper-right corner.

• You'll be brought to a blank lead information card where you can enter information in various lead fields.
  • Default fields include:
    • Lead Status
    • Assigned To
    • Appointment
    • Business Name
    • First Name
    • Last Name
    • Email
    • Phone
    • Address
    • Apt/Suite
    • City
    • State/Region
    • Postal Code
    • Country 

  • Once the lead details have been entered, select "Create" in the bottom right corner to save the lead and add it to your database. The lead will then be viewable from the Leads List and Map (if an address is present).

    

Part 2: Edit a Lead on the Web

This part will cover how to edit an existing lead from the Leads page on the SalesRabbit Web App.

Note: similar functions can be made from the SalesHub Web Map and from the mobile app.

• From the SalesRabbit+ Web App, navigate to "Leads" -> search/filter for the lead you're needing to edit -> click the lead itself.

• The lead's "Info" section allows users to update general information about the lead (lead status, assignment, first name, email, address, custom field info, etc.).
  • Note: be sure to click "Save" to apply any changes made to the lead's details.

• The lead's "Notes" section allows users to add a note to the lead.
  • Use the text box to "Add a Note". Each note created is date/time stamped with who left the note.
  • Notes made on the lead from the mobile app will also be visible on the web.

• The lead's "Files" sections allows users to upload and attach a file/photo to the lead.
  • Use the "Upload" button to attach a file/photo to the lead.
  • Attached files/photos can also be uploaded and viewed from the mobile app.

• The lead's "Activity" section allows users to view a historical log of changes/updates made to the lead.

Part 3: Lead Filters

This part will cover how to filter your leads list from the SalesRabbit Web App.

• Users can manipulate the list of leads by utilizing their filters.
• Filters can be found at the top of the leads page. 

• Users are able set specific filters to generate a desired list of leads.
• Filtering options include:
  • Lead Status: filter leads by a selected lead status(es).
  • Assigned To: filter leads by the lead owner(s).
  • Date Created: filter leads by the date they were created.
  • Date Updated: filter for leads that were updated within a set date range.
  • Appointment: filter leads by whether they have an appointment within a specified date range.
  • Campaigns: filter leads by their assigned campaign.
  • Custom Fields: filter leads by a certain custom field.
• Click "Apply" in the bottom right corner to apply your filters!
  • TIP: if you're not seeing a specific set of leads, double check you don't have a filter set by clicking "Clear All" in the filters menu.

Part 4: Bulk Actions

This part will cover the various bulk actions that can be done from the Leads page. Bulk actions include reassigning lead ownership, updating lead status, deleting leads, and exporting information.

• Bulk actions can be performed on the leads list page by selecting individual leads or mass selecting leads with the checkbox on the left side.
• Selecting a lead(s) will create an "Actions" button in the upper right corner.
• Available bulk actions include:
  • Reassign: quickly reassign ownership of a lead(s) from one user to another.
  • Update the Lead Status: update the status of the selected leads in bulk.
  • Delete: delete the selected leads from the database.

• Exporting Leads: exporting lead information into an excel (.csv) file can also be done from this page.
  • First, apply a filter for the lead(s) to be exported.
  • Then click the "Export" button in the upper right corner.
  • Once exported, a (.csv) file will be downloaded onto your device. 
    • Tip: not filtering for or selecting specific leads will export every one of your leads.

Pro Tips

• Always double check your filters are set correctly!
• The ability to perform certain actions like ownership reassignment, status updates, and deleting will depend on a user's Role.

If needed, link to the next section: SR+ Web App Map