Article Overview
This article lists the initial steps a new Owner/Admin of a SalesRabbit+ account should complete to get their account up and running.
TIP: This is intended to be a brief overview of how to get started, the links below will take you to more in-depth articles on each particular subject. Bookmark hop.salesrabbit.com for easy access to the Web App.
Part 1: Logging into your Account
After initial sign up, account Owners will receive a welcome email to help get you started with the SalesRabbit+ platform.
- After being added as an owner/admin to a workspace, users can expect to receive an email similar to the screenshot below.
- Click the "Set My Password" button in the email to create a password for your SalesRabbit+ account.
- After setting their password, users will be able to access the SalesRabbit+ Web App and Mobile App with their login credentials.
- Access the Web App at: https://hop.salesrabbit.com.
- Please contact SalesRabbit Support if you are having trouble with this step or any future steps.
Part 2: Basic SalesRabbit+ Account Setup
Now that you set your new SalesRabbit+ password, here are some high priority items to complete to make your account is accessible and functional for your organization. Adjustments can be made by Owners/Admins on the Web App.
- Organize your Team Org Assignments.
- If you have multiple organizational units such as regions, offices, or teams here is where you can create those.
- Setup your Roles & Permissions.
- You are going to want to customize what your reps and other users have access to out in the field on the mobile app and on the web app.
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Manage your Lead Statuses.
- Edit/Create the lead statuses your users can disposition on knocked locations. This will allow you to clearly see your sales process in SalesRabbit+.
- Add additional Users. (admins, managers, reps...)
- Now that everything is setup and ready, you can start adding your Users to your account!
Part 3: Additional Basic Setup
Now that the basics of your account have been setup here are some resources to dive deeper into account configuration. These options are more of a deeper dive in the Platform and not required for basic use cases.
- Manage your Area Settings.
- Set area limits for your workspace.
- Add Sales Materials.
- Upload files and resources that users can then access from the Mobile App.
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Import a .csv file of leads or customers into your workspace.
- Have lead information you need to display in SalesRabbit+? Use the import tool to pull in that information.
Part 4: Pro Account Setup
Accounts on the Pro Plan have additional features available to them. These options are available to Pro Plan Accounts for a more advanced setup and not required for basic use cases.
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Create additional Custom Fields.
- These are additional fields outside of what is typically seen on a Lead Card, if the Notes box is not enough for your organizations needs.
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Create necessary Quick Links.
- Need to access an outside calendar, sign-up sheet, or website? Quick Links allows mobile app users to access that link from from the Lead Card!
- Setup a marketplace Integrations. or access the API.
- Need to push lead information from SalesRabbit+ to your CRM? You can with connections available in our Integration Marketplace.
Pro Tips
- Visit our Navigating the SR+ Web App article for a more cohesive web app introduction.
Looking to learn how to use the mobile app?
Check out our Getting Started: Mobile App Article!
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