Article Overview
This article contains various training resources aimed at helping a canvasser become familiar with how to navigate basic functions of the SalesRabbit mobile app.
TIP: the functions and options demonstrated in this article depend on your account's subscription and your user's role and permissions.
Part 1: Mobile App Settings (iOS)
This video walkthrough will guide users on navigating their mobile app settings.
- Mobile App Settings:
Part 2: Messages (iOS)
This video walkthrough will guide users on navigating the Messages tab in the mobile app.
- Messages:
Coming Soon
Part 3: SalesHub (iOS)
This video walkthrough will guide users on navigating the SalesHub in the mobile app.
- SalesHub Overview:
- Creating & Editing Leads:
- Area Assignments/Lasso Tool:
- Filters:
- Routing:
Coming Soon
- Street View:
- Lead List View:
Part 4: Add-Ons (iOS)
This video walkthrough will guide users on navigating the add-on features in the mobile app.
Note: these features are available to accounts with these add-ons as part of their SalesRabbit subscription.
-
DataGrid Areas:
- Note: in order to view the buyer score, you'll need to select a DataGrid AI Scoring Model.
-
Form Submissions:
- Note: forms need to be setup on the WebApp before they will appear on the mobile app
-
Weather:
- Note: in order to run weather reports, you'll need to run through the Weather Add-On Configuration.
Part 5: Pro Tips
This video walkthrough will guide users on best practices for reps.
- Rep Best Practices: