Note: With any adjustments made on this page you will need to click "Save" in the upper right-hand corner in order to enact your changes. After making these changes, if you are already in the app, you must log out and log back in, in order for your changes to be seen in the app.
To set up a satellite agreement, go to Settings Sales Rabbit Web App.
Then select "Agreements" under the Sales section.
This page will display all of the different agreement customizations and configurations that you can adjust in Sales Rabbit.
Customer Install Email (Only used for Tech Rabbit):
Enabled: Check the box to send emails for every customer submission. If the box is not checked the email will not be sent out.
From Name: The name of who is sending the customer the email.
Reply To Email: The email address you would like the customer to reply to.
Subject: What you want the subject of the email to be.
Email Message: The PDF agreement from the app will be automatically attached to the email. You can add additional content to this email.
Submission Notification Email: Enables you to input an email address where you will be notified when a user submits an agreement. The email will include who submitted an agreement to whom. After inputting the email check the box next to "Enabled" and click "Save" in the upper right-hand corner. To disable the feature uncheck the box next to "Enabled".
Note: You can only enter one email address but you can setup that email so it forwards to other email accounts.
Dispatch Notification Email (Only used for Tech Rabbit): Enables you to input an email address where you will be notified when a user submits an agreement. The email will include who submitted an agreement to whom. After inputting the email check the box next to "Enabled" and click "Save" in the upper right-hand corner. To disable the feature uncheck the box next to "Enabled".
Note: You can only enter one email address but you can setup that email so it forwards to other email accounts.
Customer Welcome Email:
Enabled: Check the box to send emails for every customer submission. If the box is not checked the email will not be sent out.
From Name: The name of who is sending the customer the email.
Reply To Email: The email address you would like the customer to reply to.
Subject: What you want the subject of the email to be.
Email Message: The PDF agreement from the app will be automatically attached to the email. You can add additional content to this email.
Dish Network Agreement Info:
DIRECTV Agreement Info:
Web Form: This feature if enabled will replace the agreements section in the app. It will enable you to insert a URL which will display in the app. This feature is useful if you have a lead portal on your website.
Lead Status Defaults: Here you can select the different lead statuses you would like to appear on the map when creating an agreement and when the agreement is submitted. (This list of icons is controlled in your dashboard Click here to learn about customizing and creating new lead statuses.)
