How to Set Up and Use the LeadConnector Mobile App

September 28, 20251 min read

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


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