How to Set Up and Use the LeadConnector Mobile App
How to Set Up and Use the LeadConnector Mobile App
The LeadConnector app is your mobile office-on-the-go for all things, INSERVICE! Discover how to navigate our mobile app on-the-go in this comprehensive tutorial! View the key functions, including how to adjust settings, interact with opportunities, manage invoices, gain valuable insights, and oversee tasks. Learn to utilize the chat feature, handle finances with our payment feature, manage reviews, and set appointments. Get to know the quick action button for speedy tasks, and even add new contacts. Our mobile app has all the tools you need to manage your tasks efficiently and interact with your team members, all with the touch of a button.
00:00 Introduction to the Mobile App
00:18 Exploring the General Settings
00:42 Understanding Opportunities and Leads
01:07 Managing Invoices
01:33 Insights and Account Overview
02:02 Task Management
02:10 Navigating the Main Screen and Chat Feature
02:29 Advanced Chat Features and Payment Requests
02:53 Conversation Management and Review Requests
03:45 Calendar and Appointment Scheduling
04:11 Managing Contacts
04:22 Quick Actions and Power Dialer
05:00 Conclusion