Article Overview
This article is intended to provide an overview of the SalesRabbit iOS Mobile App. Including a brief introduction to the mobile app's Home, Messages, SalesHub, and Tools pages.
Tip: More information about specific features can be found linked throughout this article.
Logging into the SalesRabbit Mobile App
This part demonstrates how to download and log into the SalesRabbit Mobile App.
- Search for and download the SalesRabbit app form the App Store (iOS) or Google Play Store (Android).
- The App's icon appears as follows:
- After downloading the app, users can log in with their SalesRabbit login credentials.
- Note: if you're experiencing login issues, please reach out to an admin or contact the SalesRabbit Support Team via email (support@salesrabbit.com) or use the Chat function on the Web App.
- After logging in, users will be able to use the mobile app according to their assigned role's permissions.
Home
This part highlights the options available from the Home page of the SalesRabbit iOS Mobile App.
- The Home page provides 2 separate views:
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My Stats:
- This view provides at a glance numbers of how many leads the user has created today and for the last 30-days.
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My Stats:
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My Appointments:
- View a personal calendar of appointments set on the signed in users' leads. Scheduling an appointment on a lead will display the appointment on this calendar view.
- Users can toggle between a week or month calendar view.
- Note: this calendar view is intended to only display the signed-in user's appointments.
- Visit the Basic Appointment Setting Help Center Article for more information.
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Mobile App Settings:
- Each user can select the profile icon to edit their mobile app settings.
- Tip: users can connect with the SalesRabbit Support Team within their mobile app settings.
- Visit the User Settings Help Center Article for more information.
Messages
This part briefly demonstrates how users can message another user or group of users from the SalesRabbit Mobile App.
Note: users are only able to start a chat if their assigned role has the "Send Chats" permission enabled.
- Select the "Draft" icon to send a message to another user assigned to the same office/region.
- Visit the Messages Help Center Article for more information.
SalesHub
This part highlights the options available within the SalesHub page of the SalesRabbit Mobile App.
- The SalesHub is where users will spend a majority of their time in the mobile app.
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Map:
- Visit the Lead Management | Mobile App Help Center Article for more information on creating leads and assigning areas.
- Visit the Filters | Mobile App Help Center Article for more information.
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Street:
- Visit the Street View | Mobile App Help Center Article for more information.
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Leads:
- Visit the Leads View | Mobile App Help Center Article for more information.
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Customers:
- The Customers tab will appear for accounts that have enabled Customer Locator. Owners & Admins have the ability to import a list of customer names/addresses as customer pins. This page will display nearby customers.
- Visit the Customer Locator Help Center Article and Customer Pins | Setup Help Center Article for more information.
- Note: this feature is only available to Pro Accounts.
- Other add-on features that may impact your experience:
Tools
This part demonstrates what is available under the Tools tab of the SalesRabbit Mobile App.
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Sales Materials:
- Owners and admins are able to upload resources from the Web App that mobile app users can access.
- Visit the Sales Materials Help Center Article for more information.
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Sketch Board:
- This feature is an in app "pen and paper". A place for users to write/draw a quick note with their finger.
- Visit the Sketch Board Help Center Article for more information.
Pro Tips
- Need to know where to start? Visit the Mobile App Getting Started Help Center Article for more information.
- Need help navigating the Web App? Visit the Navigating the SalesRabbit Web App Article for more information.
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