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SalesRabbit Tutorial for Field Service Teams: Lead Management, Territory Assignment & More

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 Soft...   In this video, we’ll dive into the powerful lead management features of SalesRabbit, demonstrating how to search for leads, apply filters, reassign leads, and more. I’ll show you how to use the leads page to work smarter, filter effectively, and manage your team's sales territories. Plus, I’ll address common user questions, including customizing your view and exporting leads. Timestamps: 0:01 – Introduction: Navigating the Admin Dashboard and Leads Page 0:06 – Overview of the Leads Page: Underutilized features you should know 2:06 – Understanding Date Filters: Date created, updated, and last status update 3:09 – How to Filter Leads by Appointment Date and Status 4:15 – Preset and Custom Date Ranges for Effective Filtering 5:06 – Resetting Filters for a Fresh View 6:48 – Customizing Your Leads Page View with the Gear Icon 8:11 – Reassigning Leads in Bulk to Boost Efficiency 9:55 – Exporting Leads from SalesRabbit 10:38 – Transition to the Map Section 11:08 – Map Layers and Viewing Leads in Territory 12:14 – Zooming In for a Detailed View of Lead Locations 13:02 – Common Map Troubleshooting and Map Pin Visibility 14:44 – Creating and Managing Sales Territories in SalesRabbit 16:19 – Adjusting Territories and Reassigning Leads via the Map 18:49 – Efficient Multi-Lead Creation on the Map 20:55 – Filtering Leads on the Map Based on Date or Status 22:10 – Uploading Leads from a CSV File 23:45 – Conclusion: Wrapping up with Key Lead and Map Management Features