Article Overview
This article details how you can reach out to a lead, straight from the SalesRabbit app. The Lead Communication Tools allow you to contact your leads via email, text, or phone.
Note: To utilize these features you must have the contact information filled out for the lead. To add/edit this information, select the lead and then select the pencil icon to open the Lead Details.
Process
Step 1. Navigating to Your Leads
In order to communicate with a lead, we will need to pick which lead we want to interact with. To get to your leads, open the SalesHub tab.
Step 2. Select Your Desired Lead
In the SalesHub view, you can click on a lead status from the map (or select one from the leads list). A white preview ribbon will appear on the bottom of the page.
That ribbon, will show the lead's name and address along with 4 contact icons. These icons enable you to interact with the lead: Email, Text, Call, or get Directions. If the contact information for a certain category is missing, it will appear transparent on the preview ribbon and you will not enable you to use it. (ex. dotted box in the bottom left of the picture below).
**If necessary, you can add or edit the information for this lead by selecting the pencil icon.**
Step 3. Adding/Editing Lead Contact Information
Clicking on a the pencil icon will open the a Lead's Details. You can click on any field that you would like to alter, and adjust the information accordingly.
Now that we have ensured the contact information of a lead, on the "Lead Details" page we are now able to use the associated contact icons.
Continuing from our previous example from above, you can see that after we added the email address, we can now select the email interaction option.
Tips and Best Practices:
- In your app settings (Gear Icon in top left corner of the Home tab). You can set your Turn-by-Turn Navigation preference to either Apple Maps, Google Maps, or Waze.
- Use the contact icons as indicated below:
Note: To utilize these features you must have the contact information filled out for the lead. To add/edit this information, select the lead and then select the pencil icon to open the Lead Details.