For a refresher on what Connectors are, and setting them up, visit Connectors | Set Up.
Step 1.
Access the SalesRabbit web app (app.salesrabbit.com) and click on Settings > Connectors.
Click the “Get Started” button
*** If you already have a connector set up, click the "Create New" button.***
Step 2.
Fill out the corresponding information for each field to set up the connector by:
- Setting the Connector Type as an App Connector
- Naming your connector
- Inserting the following code into the URL section:
brightpath-mobile://prospect?address={lead.street1}%2C%20{lead.city}%2C%20{lead.state}%2C%20{lead.postalCode}&firstName={lead.firstName}&lastName={lead.lastName}&homePhone={lead.phonePrimary}&email={lead.email}¬es={lead.notes} - Select "Connected to Lead" as Required
- Lastly, click the save button
Step 3.
Congratulations! You have just completed the setup for your BrightPath mobile connector!
Double-check that it is set to on. If so, you're good to go!