Quick Links

Article Overview

Quick Links function as the bridge between the SalesRabbit platform and other essential software tools used by our clients. They facilitate the seamless transfer of data, ensuring that all relevant customer and sales information is readily accessible across different platforms.

This feature allows for enhanced efficiency in various areas such as customer relationship management, sales tracking, and data analysis. By reducing the need for manual data entry, Quick Links can significantly decrease the chances of errors while improving productivity.

Quick Links can be used for simple things (like opening a link to their Google Business account to show potential customers their rating) to action-oriented items (like scheduling an appointment through Calendly) to passing data into a form (like submitting lead information into a custom form created by the customer).

TIP: This feature is available to Pro accounts or higher.

Part 1: Quick Links Permissions

There are permissions associated with accessing and creating Quick Links.

• To manage the Quick Links permissions, navigate to "Settings" -> "Roles & Permissions" -> select desired role -> find the "Quick Links" permission under the General section.
• Admins can decide if a specific role is able to View and/or Manage Quick Links for their account.
  • View Permission: allows a specific role the ability to view created Quick Links on the Web App.
    • Note: Admins can also manage which users have access to certain Quick Links when creating the Quick Link itself.
  • Manage Permissions: allow a specific role the ability to create/edit new and existing Quick Links access and visibility.
• If making changes to a role's permission, click "Save" to apply your changes.

Part 2: Setup Quick Links on Web App

There are permissions associated with accessing and creating Quick Links can be used to create an access point for a simple URL or you can create a Quick Link with URL Parameters. Adding URL Parameters to a Quick Link will allow lead information to pass over to a form or booking page, preventing unnecessary double data entry.

• From the Web App, navigate to "Settings" -> select "Quick Links".
• Select the "Create" button to set up a new Quick Link.

• From the right menu:
  • Under Title, name your new Quick Link.

• • Under URL, copy and paste your URL into the URL box.
    • Optionally, if setting up a form or booking page link, add and map the URL Parameters so that lead information can pass over onto the form/booking page instantly.
    • Note: click the "Show Reference" button to display a reference sheet for SR parameter fields.

• • Under Visibility, choose which users/teams to give mobile app access to this quick link. Access can be given at the individual or team level.

• After completing your Quick Link setup, click "Create".

• The Quick Links home page will display a list of all created Quick Links.
• To delete or deactivate a link, simply select the three dots on the far right end of the link.
• Clicking on the Quick Link itself allows users to make edits/updates to the link.

Part 3: Mobile App Access

Mobile app accessibility ensures that fields teams can efficiently utilize Quick Links while working with customers on-site.

• Once Quick Links have been created, users can access Quick Links through:
  • The Lead Card Interface

• • The Lead Detail Page:

Pro Tips

• If attempting to add URL Parameters to a URL, check out our Help Center Article on URL Parameters.
• It's recommended to give both View & Manage access to admins/managers and just View access to reps/knockers.
• Quick Links provide significant value by enhancing efficiency in data access and transfer processes. This feature streamlines workflows by:
  • Eliminating manual data entry requirements
  • Reducing the time spent switching between different platforms/apps
  • Ensuring consistent data transfer across various systems
  • Minimizing potential errors in data handling.