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Navigating the SalesRabbit Web App

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Article Overview

This article is intended to provide a brief overview of the SalesRabbit Web App. For more detailed information on each feature, visit the linked article.

TIP: Bookmark https://www.salesrabbit.com for quick access to the web app!

SalesRabbit Web App

This part will briefly cover how to navigate the SalesRabbit web app. The options available in the left hand menu will depend on your workspace's plan type (Team, Pro) and your role's permission set. This article will display available options for workspaces on the Pro plan.

  • From the SalesRabbit Web App, users will be able to manage their leads, users, and workspace settings.
  • The left hand menu provides navigation options to Amplify, SalesHub, Messages, Users, Settings, and Integrations.
  • In the upper right corner, the profile icon provides the following options:
    • View Account Details: edit user name/email, user color, and reset password.
    • Release Notes: keep tabs on the most recent updates to the SalesRabbit platform.
    • Help: quickly access the SalesRabbit Help Center.

SalesHub

This section introduces the basic function of each selection under the "SalesHub" on the left side menu of the SalesRabbit Web App.

Note: some options shown in this article display add-ons that may not be included on your plan.

  • Amplify:
    • Selecting this option will open a new tab in your browser, giving you access to your Amplify Dashboard and settings.
    • Visit the Amplify Help Center Articles for more detailed information.
  • Leads:
    • Manage and track all leads in one place to stay organized and keep deals moving forward.
    • Visit the Leads List Help Center Article for more detailed information.

  • Map:
    • View/create/edit leads on a map view, create/assign areas to other users, and upload/view map overlays.
    • Visit the SalesHub Map Help Center Article for more detailed information.

  • Sales Materials:
    • Organize and share all sales materials in a central library so your team can access the right content quickly. Sales materials can be a pdf, photo, video, or a URL.
    • Visit the Sales Materials Help Center Article for more detailed information.

Messages

This section provides users an introduction to the News and Messages feature in SalesRabbit.

  • News:
    • Draft an announcement as "News" and send it to mobile app users.
    • Visit the News Help Center Article for more detailed information.

Users

This is a brief overview of the "Users" tab found in the left menu of the SalesRabbit Web App. Owners/Admins, and those with the appropriate permissions, are able to manage users for their workspace.

  • Users:
    • Add & manage users to ensure the proper team members are active.
    • Visit the Users Overview Help Center Article for more detailed information.

Settings

This section briefly details the options under the "Settings" button in the left menu of the SalesRabbit Web App. Some settings are only available to Pro/Enterprise accounts.

Note: only users whose role has the certain permissions enabled for their role will have access to specific settings. Owners/Admins have permissions enabled by default. Additionally, certain settings are available depending on your plan type.

  • General Settings
    • Branding:
      • Add a logo and brand color to give your workspace a more personalized in-app experience.
      • View the Branding Help Center Article for more detailed information.
  • Custom Lead Fields:
    • Create custom fields to capture and organize the specific lead data your team needs.
    • Visit the Custom Fields Help Center Article for more detailed information.
    • Note: Custom Lead Fields are only available to Pro accounts.
  • DataGrid AI:
    • For accounts with the DataGrid AI Add-On, select a Buyer Score Model.
    • Visit the DataGrid Configuration Help Center Article for more detailed information.
    • Note: this feature is only available to accounts with the DataGrid AI Add-On.
  • Customer Locator:
    • Configure settings for imported customer pins.
    • Visit the Customer Locator Help Center Article for more detailed information.
    • Note: this feature is only available to accounts on the Pro Plan.
  • Areas:
  • Map Overlays:
    • Upload a .KML or .KMZ file for mobile app users to view/access.
    • Visit the Map Overlays Help Center Article for more detailed information.
    • Note: Map Overlays are only available to Pro accounts.
  • Form Builder:
    • Create and customize forms to capture and submit data efficiently across your team.
    • Visit the Form Management Help Center Article for more detailed information.
    • Note: Form Builder is only available to Pro accounts.
  • Connectors:
    • Add custom quick-access links to the Mobile App to streamline workflows in the field.
    • Visit the Connectors Help Center Article for more detailed information.
    • Note: Connectors are is only available to Pro accounts.
  • Users Settings
    • Roles & Permissions:
  • Org Chart:
    • Build and manage Department, Region, Office, and Team structures so members are organized and aligned for better collaboration.
    • Visit the Org Chart Management Help Center Article for more detailed information.

Integrations

This is a brief overview of the "Integrations" tab found in the left menu of the SalesRabbit Web App. Those with the appropriate permissions will be able to manage API Keys and enable pre-configured integrations with other CRMs and softwares.

Tip: Integrations are only available for workspaces on the Pro plan.

  • Marketplace: 
    • Discover and connect third-party integrations that enhance your workflow and extend your workspace capabilities.
    • Checkout the available connections in the Marketplace Integrations Help Center Section.
    • Note: the Integration Marketplace is only available to Pro accounts.
  • API: 
    • Generate and manage API keys to integrate external systems and securely access your sales data.
    • Visit the API Keys Help Center Article for more detailed information.
    • Click HERE to view SalesRabbit+ Public API Documentation.
    • Note: API access is only available to Pro accounts.
  • Webhooks: 
    • Send data from SalesRabbit to a tool of your choice via Webhooks.
    • Visit the Webhooks Help Center Article for more information.
    • Note: Webhooks are only available to Pro accounts.
  • 3rd Party: 
    • Send data from SalesRabbit to a tool of your choice via a 3rd party (Zapier).
    • Visit the Zapier Help Center Article for more information.
    • Note: 3rd Party API is only available to Pro accounts.

Pro Tips

  • Each section in this article is contain links to the appropriate article in the Help Center providing more detail about each feature!

For an overview of the mobile app: SalesRabbit Mobile App Overview

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