User

Kyle Petersen

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Total activity 25
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Articles

Recent activity by Kyle Petersen

  • SalesForce+ | Overview

    Article Overview SalesForce is the world's leading Customer Relationship Management (CRM) platform, used by organizations of all sizes to manage sales, marketing, customer service, and...

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  • URL Parameters

    Article Overview Imagine a treasure map where an address tells you where to go, and extra notes help you find the treasure faster. URL parameters are like those extra notes. They are t...

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  • Quick Links

    Article Overview Quick Links function as the bridge between the SalesRabbit platform and other essential software tools used by our clients. They facilitate the seamless transfer of data, ensuring...

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  • Logging in & Out of the Mobile App

    Article Overview  This article demonstrates how to log in and out of the SalesRabbit+ Mobile App. Part 1: Log in to the Mobile App This part demonstrates how to log in to the SalesRabbit+ mobile...

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  • Area Management | Web Updates

    Article Overview  This article will briefly overview drawing and assigning areas on the Web App in the previous version of SalesRabbit vs. the in the Next Generation of SalesRabbit. Tip: visit ou...

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  • SalesForce+ | Setup

    Article Overview This article walks users through enabling the SalesForce marketplace integration for your account. Additionally, details regarding each page of the SalesForce+ integra...

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  • 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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  • 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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  • Street View | Mobile App

    Article Overview The SalesHub Street View is another tool users have to create and edit leads from, in addition to the SalesHub Map view. This article demonstrates how to utilize the Street View.Pa...

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  • Lead Activity

    Article Overview  This article demonstrates how to navigate a lead's activity. Lead Activity is a historical record of any changes made to the lead. Changes include when a lead is created, when t...

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