SalesRabbit Mobile App & iPad Tutorial for Reps: Exploring Data Grid & Scheduler Features скачать в хорошем качестве

SalesRabbit Mobile App & iPad Tutorial for Reps: Exploring Data Grid & Scheduler Features

Welcome to our SalesRabbit Mobile App tutorial for reps. Welcome to our SalesRabbit demo video. 👉 SalesRabbit FREE Plan: https://businessolution.org/get/sales... Recommended videos: ▶‍ 9 Best Field Service Management Software:    • +9 Best Field Service Management Software ...   In this video, we'll walk through the SalesRabbit mobile app from a sales rep's perspective. We'll cover key features like the Data Grid tool, how to manage lead information, and best practices for optimizing your workflow. Plus, we'll dive into the Scheduler—a new and highly requested feature—showing you how to book appointments for yourself or other team members directly through the app. Finally, we'll answer some frequently asked questions, provide troubleshooting tips, and review the most recent updates to the app. Timestamps: 0:00 - Focus on the rep’s perspective of SalesRabbit mobile app 0:13 - DataGrid best practices for gathering homeowner info 0:18 - Introducing the Scheduler feature for personal and team scheduling 0:28 - Troubleshooting tips 1:20 - How to ensure smooth sync between devices and company servers 3:41 - Demo of SalesRabbit from an iPad (iOS version) and its differences from Android 4:00 - Navigating Sales Hub and DataGrid for field reps 5:00 - How DataGrid on-demand works in residential areas 7:03 - DataGrid pin details: Homeowner data, property value, credit score, and more 8:07 - DataGrid scoring system explained: Identifying qualified leads 10:11 - How to filter DataGrid pins based on lead criteria 11:59 - Converting DataGrid pins into leads 12:11 - DataGrid filtering options: How to target specific lead characteristics 13:02 - SalesRabbit's weather add-on explained 16:02 - How to create and optimize routes using SalesRabbit 17:29 - Assigning areas and territories in SalesRabbit 19:29 - FAQs: Common questions about DataGrid and permissions 30:02 - DataGrid overlay system for creating territories quickly 34:10 - Scheduler feature: Booking appointments for yourself and team members 36:14 - Managing team calendars and scheduling for others 41:05 - Lead ownership and tracking appointments 48:04 - Using filters and proximity indicators to optimize lead management 55:47 - Updating lead statuses and using SalesRabbit efficiently 57:05 - Lead status legend: Understanding abbreviations for easier navigation