Kyle Petersen
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Latest activity by Kyle Petersen
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Kyle Petersen created an article,
Zapier 2.0 | Overview
Article Overview Zapier allow users to connect apps and automate workflows. It's easy automation for busy people. Zapier enables customers to create and manage their own integrations through Zap...
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Kyle Petersen created an article,
Zapier 2.0 | Setup
Article Overview This article demonstrates how to set up a basic Zap with SalesRabbit+. In this article example, we will demonstrate how to send lead information to a Google Sheet. Zapier allows...
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Kyle Petersen created an article,
Lead Statuses | Web Updates
Article Overview This article provides a quick comparison between managing Lead Statuses on the previous version of SalesRabbit vs. managing Lead Statuses on the next generation of SalesRabbit. ...
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Kyle Petersen created an article,
Branding
Article Overview This article walks users through uploading and changing a workspace's brand color and logo. Changes made to a workspace's branding page will apply to the Web App and Mobile App....
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Kyle Petersen created an article,
Sales Materials | Web Updates
Article Overview This article overviews the differences between Sales Materials on the previous version of SalesRabbit vs. Sales Materials on the next generation of SalesRabbit. Tip: more detail...
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Kyle Petersen created an article,
Team Calendar
Article Overview This article will cover how to navigate the Team Calendar, which is part of Advanced Appointment Management. The Team Calendar will provide users with quick access to view their...
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Kyle Petersen created an article,
Getting Started: Amplify
Article Overview This article lists the initial steps a new Owner/Admin of a SalesRabbit+/Amplify account should complete to get their Amplify account up and running. TIP: IThis is intended to b...
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Kyle Petersen created an article,
Webhooks
Article Overview A Webhooks is a mechanism that allows one system to send real-time data to another system automatically when a specific event occurs. It "pushes" information to a designated URL...
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Kyle Petersen created an article,
SR+ Billing FAQ
Article Overview This article answers frequently asked questions regarding account Billing. TIP: contact SalesRabbit Support or email billing@salesrabbit.com with any additional questions. What...
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Kyle Petersen created an article,
Basic Appointment Management
Article Overview This article outlines the out-of-the-box appointment setting functionality on the SalesRabbit+ Platform. Note: additional scheduling options (Quick Links or Advanced Appointment...
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