Lucas
Activity overview
Latest activity by Lucas
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Lucas created an article,
Getting Started: Mobile App Edition
Article Overview This article will cover how to get started for a Mobile App SalesRabbit+ User. Part 1: Features of the Mobile Experience From downloading the right app to navigation here is y...
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Lucas created an article,
Getting Started: Admins and Owners
Article Overview This is where as a new Admin/Owner of a SalesRabbit+ account you should start to get the access to all you need to know about getting your account up and running. TIP: This is m...
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Lucas created an article,
Leads List - Mobile App
Article Overview This article is going to cover a basic overview of the Leads List view on Mobile.Part 1: Navigating the Leads List. Leads List.Below is a screenshot of the Leads List View, found t...
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Lucas created an article,
Quick Links - Web Updates
Article Overview This article covers the Quick Links feature in the Next Generation of SalesRabbit. Part 1: Welcome to Quick Links. Quick Links are the New Connectors! Quick live on the L...
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Lucas created an article,
Locked Leads
Article Overview Locked Leads the new Customer Pins in the Next Generation of SalesRabbit. Locked Leads are a unique lead status that allows users to view the lead, but not make any edits to the...
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Lucas created an article,
Add/Save Button | Mobile Updates
Article Overview This article will assist you in your transition to Lead data management in the Next Generation of SalesRabbit. Part 1: Welcome to Lead Management. The new Add/Save Buttons Now...
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Lucas created an article,
Filters | Mobile Updates
Article Overview Here is how filters will work now that you have been migrated to the Next Generation of SalesRabbit. TIP: the "Apply" button is going to the main difference. Part 1: Welcome t...
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Lucas created an article,
Form Mangement
Article Overview The new Forms functionality in SalesRabbit+ revolutionizes how sales teams collect, manage, and utilize field data. This powerful feature streamlines the information gathering proc...
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Lucas created an article,
Adding Users
Article Overview This article is an overview of the Users tab in the SalesRabbit+ Web App. It is meant to provide how to navigate and the functionality of the Users tab.Users Page: The Users Page s...
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Lucas created an article,
SalesRabbit+ Vs SalesRabbit Core
Article Overview An up to date list of the features SalesRabbit+ offers versus SalesRabbit Core SalesRabbit+ and SalesRabbit Core Feature Comparison: In this table we will highlight ...
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