Article Overview
This article walks users through how to set up a conversion of SalesRabbit Leads into Customer Pins.
TIP: users must have owner/admin access to set up this add-on.
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Part 1: Customer Pin Configuration Wizard
This part will cover how to navigate the Customer Pin Configuration Wizard.
- From the SalesRabbit Web App, navigate to "Integrations" -> "Marketplace" -> "Add-Ons" -> select the "Customer Pin" tile.
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Next, navigate to "Configuration" -> click "Enable" or "Reconfigure".
- Note: "Reconfigure" will appear as an option if you have previously enabled this add-on.
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Step 1: Select the lead status(es) you'd like to convert to customer pins.
- When a lead is marked with the chosen status(es), the system will then create a customer pin for that lead. Typically a "Contract Signed", "Sold", or "Customer" status will suffice.
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Step 2: Select how often you would like to convert leads into customer pins. Set a delay until the customer pin will be created.
- 10 minutes
- 20 minutes
- 30 minutes
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Step 3: Select what you'd like to happen to leads after creating a customer pin.
- No changes to the lead.
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Reassign the lead.
- Note: when selecting this option, you'll also need to select which lead owner you'd like the lead to be reassigned to (view "New Lead Owner" field in the example below).
- Delete the lead.
- Click "Finish" to apply your changes and complete your set up.
- Customer Pins are now enabled for your account! You will be automatically converting Leads into Customer Pins.
Pro Tips