Navigating Through The Mobile App

Created by PX Marketing, Modified on Tue, 19 Aug at 5:50 PM by PX Marketing

Overview

The LeadConnector mobile app gives you the power to manage your business directly from your device. With streamlined menus, quick actions, and flexible tools, you can stay productive on the go. This guide outlines the main menus, quick-access features, and pro tips to help you maximize efficiency.

The Five Key Menus

1. Left-hand Menu

Access a wide range of features and settings:

Profile Settings – Manage your account and app preferences.
Opportunities – Track and manage your pipelines.
Manual Actions – Complete manual follow-up actions.
Insights – Access analytics and performance data.
Tasks – Stay on top of your task list.
Reputation – Monitor and manage reviews.
Media Library / Media Storage – Upload, organize, and access files in one central hub.
Social Planner – Connect accounts, create, schedule, and publish posts.
Logout – Securely sign out of the app.

2. Button Navigation Menu

Provides quick access to your most-used tools:

Notifications – Stay up to date with alerts.
Conversations – Read and reply to client conversations.
Point of Sale – Process transactions and manage sales.
Calendars/Appointments – View, schedule, or update appointments.
Contacts – Manage your contact database.

3. Lightning Bolt Icon Menu

Use quick actions to save time:

Make a Call – Call clients directly.
Send SMS – Send quick text messages.
Review Requests – Request client reviews instantly.

4. Plus Sign Icon Menu

Add new items directly from anywhere in the app:

SMS / Email – Send a new message, email, or group communication.
Contact – Add new contacts or scan business cards.
Opportunity – Create opportunities in your pipelines.
Appointment – Schedule new appointments or block time.

Pro Tips

Customize Your Left-hand Menu – Regularly review and adjust settings, invoices, and tasks to streamline your workflow.
Leverage Quick Actions – Use the Lightning Bolt Icon to speed up everyday tasks such as calls or texts without navigating through menus.

FAQ

Where can I access my invoices?
Go to the Left-hand Menu and select Invoices to view and manage them.

How can I schedule an appointment?
Tap the Button Navigation Menu, select Calendars/Appointments, then create a new appointment.

What should I do if I need to add a new contact or opportunity?
Use the Plus Sign Icon Menu to add contacts or opportunities depending on the page you’re on.