Article Overview
In the latest version of SalesRabbit you can create leads the same way you always could; but now there is an added feature to create leads by doing a long press over the desired location. This article provides details about this feature and instructions for creating leads by long press.
TIP: The old way of creating leads is still available in the updated version of SalesRabbit.
Part 1: Previous: Lead Creation
Review of creating leads in the previous version of SalesRabbit.
- Previous lead creation required users to select the pin icon in the cluster of icons on the right-hand side of the map in the SalesHub.
- After selecting the pin icon, a "Lead Menu" would appear at the bottom of the screen.
- Then, users had to select the lead status option from the lead menu and then tap the home they wanted to pin the lead status to.
- After that the lead status icon would appear of the house and the address would be recorded.
Part 2: Update: Long Press Lead Creation
Utilizing the long press feature to create leads in the updated version of SalesRabbit.
- In the updated version of SalesRabbit, leads can be pinned to a home without the need to use the pin icon.
- Simply navigate to the desired home or location on your map in the SalesHub on the mobile app.
- Once you have found the desired home or location, just tap and hold your finger on the location.
- A wheel of the lead status icon will appear around the selected home.
- Select the desired status and the lead status icon will appear over the home.
- The address will be recorded the same way it is when using the pin icon.