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Sales Team Messaging for iOS and Android

Posted by Scott Porter | December 31, 2020

Improve your teams communication going into 2021

This article details how to create and send messages in the SalesRabbit iOS and Android app. Messages can allow you to contact and coordinate with your others in your organization. The permissions set for a given role determine what users will show in messaging.

 

 

iOS Messaging Set-Up

Step 1. Navigate to Messages

To get to your messages, in the app, click on the “Messages” icon on the home screen or on the bottom ribbon of the app.

Step 2. Starting a Chat 

Once in your messaging feature, you will see your chat histories. You can start a chat by clicking on the pen and paper icon at the top of the right-hand corner.

 

Step 3. Select Users to Chat With

(As noted at the beginning The list of users is determined by the permissions set for your role)

You should now see a list of the users in your company with whom you may start chats. Choose the users you would like to add to the group chat by selecting the circles on the right side of their name.

After choosing your desired group chat members click “Done” in the upper right-hand corner. After doing so you will be given the option to give your group a name. Once this is completed you will be able to send group messages!

 

Pro Tips

  • After you have your first group created you can build more groups, from existing groups, by utilizing the Group tab after creating a new message. From there, select which groups you want to include in this new group message.
  • It is possible to edit the name of the group, as well as delete the group entirely.

Android Messaging Set-Up

 

Step 1. Navigating to View Your Messages

In order to get to the messages/chat feature, click on the navigation drawer in the upper left hand corner. Then click on “Messages” 

 

Step 2. Starting a Chat 

Once you are on your messages page, you will see your chat histories. You can start a chat by clicking on the “+” icon in the lower right-hand corner. 

 

Step 3. Select Users to Chat With

(As noted at the beginning The list of users is determined by the permissions set for your role)

You should now see a list of the users in your company with whom you may start chats. Choose the users you would like to add to the group by selecting the checkmark box on the right side of their name.

After choosing your desired group chat members, click “chat” in the upper right-hand corner. You can now give your group a name (optional). 

 

Pro Tips

  • After you have your first group created you can build more groups, from existing groups, by utilizing the Group tab after creating a new message. From there, select which groups you want to include in this new group message.
  • It is possible to edit the name of the group, as well as delete the group entirely.

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