1. Home Screen & Settings

Article Overview

This article covers how to access the mobile app home & settings pages for iOS devices.

TIP: Each SalesRabbit user is able to manage their own iOS mobile app settings.

Part 1: Home Screen

The part will cover the different options available to users on the mobile app home screen (iOS).

• Log in to your account by launching the SalesRabbit app on your iOS device. (the SalesRabbit app must be downloaded from the app store before you can launch the mobile app).
• The home screen will display the "My Stats" page for your accounts. "My Stats" will show you the leads that you have created today, and in the past 30 days. 
  • Note: If you have DataGrid AI, then the "My Stats" page will also display how many leads you have dispositioned from a DataGrid pin to a lead for the day and the last 30 days.
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• You can toggle between "My Stats" and "My Appointments" at the top of the Home Screen. "My Appointments" will display a calendar view of any appointments that you have set within a lead. Date with an appointment day/time will be highlighted with a small gray circle below.
  • Note: Users will only see their own appointments and not other rep's appointments.
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• At the bottom of the Home Screen, users have access to a button to open the Amplify App. There is also a date & time stamp of the last time your device ran a lead sync.
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Part 2: Mobile App Settings

This party will cover the various mobile app settings that each user has access to manage.

• Access your iOS device's mobile app settings selecting the profile icon in the top left corner of the home screen.
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• Lead Appointment Calendar Settings:
  • Toggling on "Sync to Default Calendar" any appointment set inside of a SalesRabbit lead will also be sent to the default calendar on your device. 
  • "Set Reminder" is how far in advance you will receive a push notification before your appointment begins. Change this as needed. 
    • Note: If you're note sure what your default calendar is, or if you know you want to change your default calendar, simply go to your iOS settings -> Calendar -> change the default calendar option.
      • • 
• Preferences Settings
  • Users can manage which push notification they'd like to receive from the SalesRabbit app by selecting "Push Notifications".
    • • • 
    • To disable a push notification, toggle that notification to the off position.
      • Note: Users must give the SalesRabbit app permission to send notifications. If a users has not given the app permission to send notification, a "Your System Notifications Are Off" banner will appear on this page. 
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• Map Settings
  • User Location Path:
    • Used for managers & admins who have the permission to "View User Locations". When viewing user location pins, this will connect the pins based on the path the user took.
  • Display Lead Names:
    • This is simply used as a reference. When zooming in close to leads on the mobile app map, the first and last name of the customer will appear in addition to the lead status.
  • Proximity Indicator:
    • A helpful tool for managers and admins to quickly view whether a user was At, Near, or Not at Location when the lead was last updated. When this is toggled on, a small proximity indicator icon will appear in the upper right corner of each lead.
      • Note: The app will track a user's proximity regardless if this is toggled on or off. 
  • Turn-by-Turn Navigation: 
    • Allows you to select the specific navigation software you would like to use to take you to the location of a lead.
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• Leads Management
  • Coming Soon
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• Sales Materials
  • "Automatic Download" allows users to select when they want to download any sales materials that have been uploaded to the account by an owner or admin. 
    • • 
• Support Options
  • Users can access multiple SalesRabbit support options under these settings.
    • Help Center:
      • Will give a user access to the various articles available. You can also search for specific features as well.
    • Contact Support:
      • A user can contact the SalesRabbit support team from this settings page. Users can Live Chat with an agent, send a message (email), or call the support team directly from here. 
    • My Tickets:
      • Users can track any tickets that were created in your SalesRabbit app. Updates on those tickets are also available as they become available. 
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• The bottom of the mobile app settings will also list which users you're signed in as. Along with what version of SalesRabbit and iOS you're currently operating on.

Pro Tips

• It's recommended that Owners & Admins turn on the "User Location Path", "Proximity Indicator", and change the "Automatic Download" option to "Any Network".

If needed, link to the next section: Mobile App Messages