Lead Management - Web App

Article Overview

This article will demonstrate how to access/manage SalesRabbit+ Leads from 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 users assigned role, specifically with the "View Other's Leads" and "Manage Other's Leads" permissions.

Part 1: Lead List Customization

This part demonstrates how to customize the lead list on the SalesRabbit Web App. Users can pick which columns appear on their Leads List, hide the columns they don't use, and arrange the columns in whatever order makes sense for their workspace.

• From the SalesRabbit+ Web App, navigate to "SalesHub" -> click "Leads".

• The leads list displays lead information in several columns.
• To organize or select which columns to display on the leads page, click the "Gear" icon to open the Lead Columns setting drawer.

• Use the column "Lead Columns" drawer to enable/disable the information columns you wish to display on the leads list.
• Click and drag to reorder which columns you wish to appear first-last.
  • Note: up to 10 custom fields can display as a column on the leads list.
• Click the "Apply" button to enable any changes made. Column preferences are saved to the browser, so the applied layout will be saved the next time a user logs in.

• Changes made will be visible on the leads list.
• Changes made to one user's list will not impact another logged in user's list.
• Use the "Gear" icon to make changes to the column order any time.

Part 2: Create a Lead on the Web

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

• From the SalesRabbit+ Web App, navigate to the "Leads" page -> select "Add Lead" in the upper-right corner.

• A blank lead detail card will appear where users can enter information into applicable lead fields.
  • Default contact fields include:
    • Lead Status
    • Assigned To
    • Appointment
    • Campaigns
    • Business Name
    • First Name
    • Last Name
    • Email
    • Phone
    • Address
    • Apt/Suite
    • City
    • State/Region
    • Postal Code
    • Country
    • Note: custom lead fields may be created to capture additional information.

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

    

Part 3: Edit a Lead on the Web

This part demonstrates 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 you wish to edit.

• 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.
  • Note: users can upload <50 files/lead.

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

Part 4: Lead Filters

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

• From the "Leads" page, users can filter the leads list by clicking the "Filter" button at the top.

• 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 the lead(s) was created.
  • Date Updated: filter for a lead(s) that were updated within a set date range.
  • Appointment: filter for a lead(s) by appointment within a specified date range.
  • Campaigns: filter leads by their assigned campaign.
  • Custom Fields: filter leads by custom fields that have been set as filterable.
• 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.

• If a filter is applied, a notification will appear in the "Filter" button.

Part 5: 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