Article Overview
This article covers the Quick Links feature in the Next Generation of SalesRabbit.
Note: for more information, visit the Quick Links Help Center Article.
Tip: if you had custom links made, the naming on the data being pushed may need to be updated to the new Parameters.
Part 1: Previous Connectors
This part demonstrates how Connectors were managed in the previous version of SalesRabbit.
- Previously, users were able to manage web Connectors under "Settings" -> "Connectors".
- From this page, users were able to create/edit/delete URL Connectors on the account.
- Active Connectors were available under "Tools" in the mobile app:
- Active Connectors could also be accessed from a lead's detail page:
Part 2: Updated Quick Links
This part demonstrates where to manage Quick Links on the SalesRabbit+ Web App and where to locate active Quick Links from the Mobile App.
- Quick Links are the New Connectors! Quick Links can be managed from the SalesRabbit Web App -> under "Settings" -> "Quick Links".
- Active quick links are accessible from the mobile app on the Lead Card, displayed with a chain link symbol.
Pro Tips.
- Visit the Quick Links Help Center Article for more information.
- Reach out to Support or assigned CSM if you need assistance with updating previous Connectors to Quick Links.
- Admins can also provide easy access URL Links using Sales Materials.
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