Mobile Apps increase adoption and reduce churn by enabling users (yourself and your clients) to manage and grow a business from anywhere. This makes the Mobile App a simple and powerful value add to your client services. Let's not forget how it will help you manage and grow your business.
Our Mobile App is called Lead Connector. You can download the mobile app from Google Play and Apple App Stores. The mobile app will allow you to manage and communicate with leads while you're on the go!
Navigating the Mobile App
When you first enter into the Mobile Apps you will find several menus and options. Let's review the common menu items on the mobile app. You will see these menus on nearly every screen on the app, it will allow you to perform the core features of the mobile app. Let's review them below.
- Left-hand Menu - gives access to Mobile App Profile Settings. Manual Actions, Invoices, Insights, Tasks and Reputation. You can also log out here.
- Sub-Account Selector - if the user login is a part of multiple Sub-Accounts, this will let you toggle between them.
- Button Navigation Menu - provides quick access to Notifications, Conversations, Point of Sale, Calendars/Appointments and Contacts
- Lightning Bolt Icon Menu - Provides quick actions like making a Call, SMS, sending a review request, invoices, and more.
- Plus Sign Icon Menu - allows for adding a new SMS, Email, Contact, Opportunity, or Appointment depending on which page you are on. The options change per tab you are on.
Download and hop in yourself to explore more!