1. Settings & Help

Article Overview

This article will walk through the different mobile app settings each user has access to on an Android devices.

TIP: Each user is able to adjust these settings on their own device. If there is a setting you'd like your team to have enabled, it must be done on each device.

Part 1: Accessing Android Settings

This part will demonstrate how to access your Android device's SalesRabbit mobile app settings.

• After logging into the mobile app on an Android device, select the three lines icon in the upper left corner of the screen.

• A left hand side bar will appear. Select "Settings".
  • Note: This left hand side bar also gives users access to access our Help Center and contact our support team!

• You'll then be brought the your mobile app settings.

Part 2: Android Mobile App Settings

This part will detail all settings available in your Android device's SalesRabbit app settings.

• Steps to do the thing
  • Appointments:
    • Calendar Sync: allows you to sync the appointments you set in SalesRabbit to the default calendar on your device. If you'd like this enabled, check the box on the right side.
    • Set reminders for any upcoming appointments. Reminders can be set from "No Reminder" up to (1 Hour Before).

• • Preferences:
    • Push Notifications: selecting this options allows a user to decide which push notifications they would like to receive from the SalesRabbit app. When toggled on, a user will receive a push notification for that item.
    • Note: Users do need to allow the SalesRabbit app to send them notification on their device. If your system notifications are off, users will not receive any of the available push notification options.

• • Sales Materials:
    • Auto Download allows users to determine when they'd like recently uploaded sales materials to download on their device.
    • Note: It's recommended to have this set to "Any Network".

• • Lead Management:
    • Allows users to reset their current lead sync.

• • Map:
    • Lead Name Display: checking this box will display the first and last name of each lead on the SalesHub Map rather than just the status of the lead.
    • Proximity Indicator: checking this box enables a small proximity indicator to appear in the upper right corner of each lead on the SalesHub map detailing whether a rep was at, near, or not at location when they last updated/created a lead.
    • User Location Path: checking this box creates a path connecting the user location pins on the SalesHub Map.
    • Routing: enables routing in the SalesHub Map.

•  
  • About:
    • This section provides details about which App Version you are currently running along with details about what type of device you're using.

Pro Tips

• Each user is able to edit these settings on their own device. Changes to these settings must be done on each device.

If needed, link to the next section: Chat & News