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.
Logging into SalesRabbit+
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.
Basic 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.
- Build and manage team structures so members are organized and aligned.
-
Setup your Roles & Permissions.
- Configure roles and permissions to control access and maintain a secure, efficient workspace.
-
Manage your Lead Statuses.
- Define and organize lead statuses to support consistent lead tracking across your workflow.
-
Add additional Users. (admins, managers, reps...)
- Add and manage users to ensure the proper team members are active.
Optional 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 workspace Branding Settings.
- Upload a company logo and brand color for a personalized in-app experience.
-
Manage your Area Settings.
- Customize area limits and auto-deletion within your workspace.
-
Add Sales Materials.
- Organize and share sales materials in a central library so your team can access the right content quickly from the mobile app.
-
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.
Additional 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 are not required for basic use cases.
-
Create additional Custom Fields.
- Create custom fields to capture and organize the specific lead data your team needs.
-
Create necessary Quick Links.
- Add custom quick-access links to leads on the mobile app to streamline workflows in the field.
-
Setup a marketplace Integrations. or access the API.
- Generate and manage API Keys to integrate external systems and securely access your sales data.
- Discover and connect third-party integrations that enhance your workflow and extend your workspace capabilities.
- Send data from SalesRabbit to a tool of your choice via Webhooks.
-
Enable Advanced Appointment Management.
- Manage team schedules and appointments in a shared calendar to keep everyone coordinated.
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 the Getting Started: Mobile App Article!
Related to