Using the Mobile App: Contacts

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

Overview

The LeadConnector mobile app makes it easy to manage and interact with your contacts while on the go. With powerful search, integrated communication, tagging, and call management tools, you can streamline customer management and stay connected anywhere. This guide explains the main features, benefits, and step-by-step instructions for using the Contacts section.

Key Features and Benefits

Quick Access to Contacts – Navigate your contact list and view details instantly.
Business Card Scanner – Add new contacts by scanning business cards.
Contact Management – Update details, tasks, notes, and appointments directly from the app.
Advanced Search and Filtering – Quickly locate contacts with search and Smartlist filters.
Integrated Communication – Call, text, or email from a contact’s profile.
Plus Sign Icon Menu – Add contacts, send SMS/email, create opportunities, or schedule appointments.
Lightning Bolt Icon Menu – Perform quick actions like calling, sending SMS, or review requests.
Bluetooth Control (Android) – Enhanced support for Bluetooth headphones during calls.
WatchOS Integration – Receive calls on supported smartwatches.
Enhanced Call Features – Transfer or merge calls for smoother communication.
Bulk Actions and Tagging – Apply tags to multiple contacts at once.
Activity Tracking – View all activity (appointments, page visits, surveys, etc.) in one place.
Tags – One-Click Access – Manage and view tags directly at the contact level.
Custom Fields & File Access – Attach files from media, camera, or storage.
Floating Quick Actions Button – Access opportunities, workflows, DND, and tags from anywhere.
Maps Integration – Tap an address to open in Google Maps or Apple Maps.
Hide Empty Fields Toggle – Focus only on populated fields for clarity.
Notes with Rich Content – Add HTML and hyperlinks for richer documentation.
Docs and Files Tab – Upload, organize, and preview up to 10 files (250 MB each) per contact.
Quick Actions During Calls – Add notes, schedule tasks, or log payments without leaving the call screen.

How to Use the Contacts Section

1. Access the Contacts Section
Open the app and tap the Contacts icon from the bottom navigation menu.

2. View and Manage Contact Information

Tap a contact to view details, activity, and custom values.
Long-press a contact tile to instantly call, email, or schedule.
Apply tags, manage opportunities, update notes, or add workflows.

3. Search for a Specific Contact

Use the search bar to find a contact by name, email, or identifier.
Apply Smartlist filters for refined results.

4. Create a New Contact

Tap the + icon.
Enter details (name, phone, email, etc.), then save.

5. Use the Business Card Scanner

Tap the + icon and select Scan Business Card, or tap the scan icon.
Align the card in the scanner box and confirm extracted details.
Edit using chips or adjust manually before saving.

6. Call Native Contacts

After installation, press and hold the call button in your phone’s contact list.
Select the LeadConnector app to make the call.

7. Manage Inbound Calls

Configure call routing and forwarding under My Staff in the Desktop App.
Spam calls are flagged with a “Spam Likely” tag on both Android and iOS.

8. Transfer and Merge Calls

During an active call, use Transfer to connect with another staff member.
Use Merge to combine calls for group conversations.

Additional Features

Comprehensive Management – Quick actions for opportunities, tags, workflows, and DND.
Tags Visibility – One-tap tag management.
Custom Fields & File Attachments – Streamlined folder and media integration.
Maps Integration – Tap an address to open in Maps apps.
Document Viewer – Preview files within the contact record.
Hide Empty Fields – Clean up contact views.
Notes with Rich Content – Add formatted notes and links.
Quick Call Actions – Take notes or schedule follow-ups during calls.

Pro Tips

Tab Navigation – Use Contact, Notes, Tasks, and Appointments tabs for a full view.
Quick Filters – Save and reuse filters for efficiency.
Efficient Sharing – Use Share Contact (VCF) to transfer contacts easily.

FAQ

1. How do I add a new contact in the mobile app?
Tap the + icon in Contacts, then enter details like name, email, and phone.

2. What is the Business Card Scanner feature?
It scans a business card, extracts details, and lets you edit before saving.

3. How can I quickly find a specific contact?
Use the search bar or Smartlist filters.

4. Can I update custom fields?
Yes, you can edit existing custom fields in the app. New fields must be created in the Desktop App.

5. How do I configure incoming calls to ring in the mobile app?
Set up call routing under My Staff in the Desktop App.

6. How do I transfer or merge calls?
During an active call, use Transfer to connect with another staff member or Merge for group calls.

7. Can I receive calls on my smartwatch?
Yes, supported smartwatches can receive calls when paired with the app.