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 leads, we will want to open the SalesHub tab.

Click on the navigation drawer in the upper left hand corner. Then select "SalesHub".

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 contact icons. These icons enable you to interact with the lead: Email, Text, Call, or Navigate. If the contact information for a certain category is missing, it will not appear on the preview ribbon. 

For example, the following lead (Customer) was just barely placed on the map. The only information it has is the address. As such only the navigation option appears (dotted box).

**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. Continuing our previous example from above, we will want to add a phone number and an email so that we have all the options. 

Now that we have added/edited our contact information of the lead, we are now able to use the associated contact features. 

When we view our example lead, we can now see that it has all 4 of the contact options in its white preview ribbon: Email, Call, Message, and Navigate.