Mobile App

Mobile app help guide

Our mobile app runs through an app called LeadConnector, which is connected to your platform account. It is useful when you are on the go and need to manage conversations, contacts, appointments and invoices from your phone.

Before you start

You will need your account login details before using the app.

These are the same details you use to log in to your dashboard, unless we have provided you with different login details.

Tip: Make sure you download the app called LeadConnector.

Step 1: Download the mobile app

There are two ways to download the mobile app. The easiest option is usually through your dashboard, but you can also download it directly from the App Store or Google Play Store.

Option 1: Download it from your dashboard

Log in to your dashboard on the platform.
From the menu on the left, click Mobile App.
Follow the instructions shown on the page to download the app for your device.

This option helps make sure you are downloading the correct app connected to your account.

Option 2: Download it from the app store

You can also download the app directly from your device’s app store.

For iPhone

Open the App Store on your device.
Search for LeadConnector.
Tap Get to download and install the app.

For Android

Open the Google Play Store.
Search for LeadConnector.
Tap Install to download and install the app.

Tip: If you cannot see Mobile App in your dashboard menu, use the App Store or Google Play Store option instead.

Step 2: Log in to your account

Once the app has been installed:

Open the LeadConnector app.
Enter your login details, including your email address and password.
Tap Sign In.

You should then be taken into your mobile dashboard.

Step 3: Navigate the dashboard

After logging in, you will see your dashboard. This gives you an overview of your activity.

You may see areas such as:

Recent Activities - Shows the latest interactions and updates.
Average Rating - Shows your current customer satisfaction score.
Conversations Overview - Lets you view and reply to conversations.

Step 4: Manage conversations

You can use the app to view and reply to client messages.

Tap the Conversations icon at the bottom of the screen.
View messages from leads and clients.
Tap on a conversation to open it.
Type your message and tap Send.

Tip: Checking conversations from the app is useful when you are away from your computer but still want to reply quickly.

Step 5: Access and manage contacts

You can also view and update contacts from the app.

Tap the Contacts icon at the bottom of the screen.
Browse through your list of contacts.
To add a new contact, tap the + icon.
Fill in the contact details.
Tap Save.

Step 6: Manage calendar and appointments

The app can help you view and manage your appointments while you are on the go.

Tap the Calendar icon at the bottom of the screen.
View your scheduled appointments.
To add a new appointment, tap the + icon.
Enter the appointment details.
Tap Save.

Step 7: Handle invoices

You may also be able to view, create and manage invoices from the app.

Tap the Invoices icon at the bottom of the screen.
View existing invoices.
Create and manage invoices directly from your phone.

Note: This feature can help you send invoices to clients and track payments.

Step 8: Configure notifications

To make sure you receive timely updates, check your phone notification settings.

Go to your device’s Settings.
Go to Notifications.
Find and select LeadConnector.
Enable Allow Notifications.
Choose your preferred alert style.

Note: If you are not receiving notifications, check your notification settings first. You can also try reinstalling the app if the issue continues.

Quick tips

Keep notifications turned on so you do not miss client messages.
Use the app for quick replies when you are away from your computer.
Check your calendar regularly so you stay on top of appointments.
Make sure each team member logs in with their own account.

That's it! You can now use the mobile app to manage key parts of your business on the go.