Kyle Petersen
Articles
Recent activity by Kyle Petersen
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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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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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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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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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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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Area Management | Mobile Updates
Article Overview This article will briefly overview drawing and assigning areas on the Mobile App in the previous version of SalesRabbit vs. the in the Next Generation of SalesRabbit. Tip: visit...
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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 th...
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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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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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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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