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:

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.
   • Logout: Securely log out of the app.

1. Sub-Account Selector:
   • Allows you to toggle between multiple sub-accounts if your login is associated with more than one. This feature is essential for managing different accounts efficiently.

1. 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.

1. 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.

1. Plus Sign Icon Menu:
   • Enables you to add new entries depending on which page you’re on:
     • SMS, Email: Add new SMS or email messages.
     • Contact: Add new contacts.
     • Opportunity: Create new opportunities.
     • Appointment: Schedule new appointments.

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. Efficient Sub-Account Management: Use the Sub-Account Selector to streamline your workflow when handling multiple accounts, ensuring you’re always working in the correct context.
3. 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.

FAQ

1. How do I switch between sub-accounts in the app?
   • Use the Sub-Account Selector to toggle between different sub-accounts. This feature is useful if you manage multiple accounts.
2. Where can I access my invoices?
   • Navigate to the left-hand menu and select the "Invoices" option to view and manage your invoices.
3. How can I schedule an appointment?
   • Tap the Button Navigation Menu and select "Calendars/Appointments" to view your calendar and schedule new appointments.
4. What should I do if I need to add a new contact or opportunity?
   • Use the Plus Sign Icon Menu to add new contacts or opportunities based on your current page.
   • MenuInvoicesContactsAppointmentsOpportunitiesSub-AccountsNotificationsTasksCallsMessages