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Navigating Through The LeadConnector Mobile App

The LeadConnector Mobile App offers a robust set of features designed to manage your business efficiently from your mobile device. This article provides an overview of the key menus and options available in the app to help you navigate and utilize its core features effectively.

The Five Key Menus:

Section titled “The Five Key Menus:”

1. Left-hand Menu:

  • Access Profile Settings: Manage your app profile settings.
  • Opportunities: For managing pipelines.
  • Manual Actions: Perform manual actions as needed.
  • Invoices: View and manage invoices.
  • Insights: Access insights and analytics.
  • Tasks: Track and manage tasks.
  • Reputation: Monitor and manage your reputation.
  • Products: For editing and updating your product information.
  • Documents & Contracts: For keeping track of your documents.
  • Estimates: You can create, send, and manage Estimates directly from the LeadConnector mobile app, allowing you to provide quick and professional quotes to clients on the go.
  • Media Library/Media Storage: Provides a centralized space to upload, organize, and access all your files, offering easy control and flexibility on the go.
  • Social Planner: Connect your favourite social accounts, create and customize posts across different channels, publish or schedule posts, and so much more. 
  • Logout: Securely log out of the app.

2. Button Navigation Menu:

  • Provides quick access to:
    • Notifications: Check and manage notifications.
    • Conversations: Access and respond to conversations.
    • Point of Sale: Manage sales and transactions.
    • Calendars/Appointments: View and schedule appointments.
    • Contacts: Manage your contact list.

Lightning Bolt Icon Menu:

  • Offers quick actions, including:
    • Making a Call: Initiate calls directly from the app.
    • Sending an SMS: Send SMS messages quickly.
    • Review Requests: Request reviews from clients.
    • Invoices: Access and manage invoices.

Plus Sign Icon Menu:

  • Enables you to add new entries depending on which page you’re on:
    • SMS, Email: Add a new direct message, new email, or group message.
    • Contact: Add new contacts, Scan Business Card
    • Opportunity: Create new opportunities.
    • Appointment: Schedule new appointments, block time.

Pro Tips

  1. Customize Your Left-hand Menu: Regularly review and adjust your profile settings, invoices, and tasks to keep your app experience tailored to your needs.
  2. Leverage Quick Actions: Make use of the Lightning Bolt Icon Menu to speed up your routine tasks, such as making calls or sending messages, directly from the app interface.

FAQs

Where can I access my invoices? Answer: Navigate to the left-hand menu and select the “Invoices” option to view and manage your invoices.

How can I schedule an appointment? Answer: Tap the Button Navigation Menu and select “Calendars/Appointments” to view your calendar and schedule new appointments.

What should I do if I need to add a new contact or opportunity? Answer: Use the Plus Sign Icon Menu to add new contacts or opportunities based on your current page.

Can I customize the menu in the app? Answer: Yes, you can review and adjust options in your Left-hand Menu to tailor your app experience, keeping frequently used features like invoices, tasks, or profile settings easily accessible.

Question: Can I manage my social media presence through the mobile app? Answer: Yes. By using the Social Planner found in the Left-hand Menu, you can connect your social accounts, create and customize posts, and either publish them immediately or schedule them for later across various channels.

Question: Does the “Media Library” in the app sync with my desktop files?

Answer: Yes. Any image or file you upload via the Media Library in the Left-hand Menu is instantly available in your desktop Funnel Builder, Email Builder, and Social Planner. This makes it easy to snap a photo on your phone and immediately use it in a marketing campaign.