Article Overview
This article will assist you in your transition to Lead data management in the Next Generation of SalesRabbit.
Part 1: Welcome to Lead Management.
The new Add/Save Buttons
- Now Notes have an "Add" button to ensure that your notes are properly saved to the Lead.
- Leads now have a "Save" button to ensure data entered into a Lead is saved.
Part 2: The Difference
- In the Original SalesRabbit Lead data and notes were saved automatically causing data discrepancies.
- Now Lead data is saved manually allowing for more secure data retention and syncing.