Mobile App Overview

Download the LeadConnector Mobile App: Apple | Android 

Mobile Versus Desktop Apps

The Mobile App allows you to manage your business on the go! While it has limited features compared to the Desktop App, it enables both you and your users to manage and grow from anywhere.

You will likely encounter limitations on the Mobile App that require you to log into the Desktop App to manage or create certain elements. For example, creating a workflow. You can add someone to a workflow from the Mobile App; however, you cannot create or modify the workflow until you log into your Desktop App.

Navigating the Mobile App

When you first open the Mobile App, you will find several menus and options. Let's review the common menu items. These menus appear on nearly every screen in the app, allowing you to access the core features.

• Left-hand Menu – Provides access to Mobile App Profile Settings, Manual Actions, Invoices, Insights, Tasks, and Reputation. You can also log out here.
• Account Selector – If the user login is associated with multiple accounts, this will let you toggle between them.
• Button Navigation Menu – Provides quick access to Notifications, Conversations, Point of Sale, Calendars/Appointments, and Contacts.
• Lightning Bolt Icon Menu – Provides quick actions like making a call, sending an SMS, sending a review request, creating invoices, and more.
• Plus Sign Icon Menu – Allows for adding a new SMS, Email, Contact, Opportunity, or Appointment depending on which page you are on. The options change per tab.

Download the app and explore more!

Core Mobile App Features

The Mobile App works alongside your Desktop App, allowing you to stay connected wherever you go. Some features require setup or editing on the Desktop App first. Below are the mobile-specific features available:

• Mobile Notifications – View and manage mobile-specific notifications to help you stay updated.

• Conversations – Manage and respond to conversations from anywhere.

1. Supported Channels for Messaging: Live Chat, Facebook, Instagram, WhatsApp, Email, and SMS.

• Schedule SMS or Email – Schedule messages to be sent at a specific time and date.

• Add Media Attachments – Attach videos, images, or files to SMS or emails.

1. Email Attachments – Maximum file size is 25 MB. Larger files can be uploaded to cloud storage (e.g., Google Drive), and a shareable link can be provided.
2. SMS Attachments – Files up to 5 MB will be attached directly. Larger files will be stored, and a shareable link will be generated.

• Send Voice Notes – Save time by recording and sending voice notes.

• Review Requests – Manage and enhance your business's reputation.

1. Facebook & Google – View and manage your business reviews.
2. Send Review Requests – Invite customers to review your business.
3. Respond to Reviews – Show appreciation for feedback and manage negative reviews.
4. Begin a Dispute – Dispute inaccurate or unfair reviews.

• Invoices – Create and send invoices to clients. Stripe integration required (set up via Desktop App).

1. One-Time or Recurring – Send one-time or recurring invoices from your mobile device.

• Opportunities – Create or update an opportunity for a contact. Pipelines must be set up in the Desktop App.

• Appointments & Calendars – Manage appointments and calendars. Calendars must be created in the Desktop App.

• Point of Sale ("Tap to Pay") – Accept payments via the Mobile App. Stripe integration required (set up via Desktop App).

                    1. Transactions – View Tap to Pay transactions.

• Contact Management – Manage contacts on the go.

1. Add to Workflow – Assign contacts to an existing workflow. Workflows must be created in the Desktop App.
2. Manage Opportunities – Add or update contact opportunities. Pipeline setup must be done in the Desktop App.
3. Update Contact Fields – Edit default and custom contact fields. Custom fields must be created in the Desktop App.
4. Contact Tasks – View and complete tasks assigned to a contact.
5. Contact Notes – Add and review notes for a contact.
6. Contact Transactions – View completed transactions linked to a contact.
7. Share Contact (VCF) – Share contact details in a standard VCF format for easy phone contact imports.

Full-Fledged Calling System

Never miss a lead or sale with a complete calling system:

• Inbound Calls to Assigned Users – Configure inbound calls to ring specific mobile apps. Phone number settings must be configured in the Desktop App.

• Call Native Contacts – After installing the Mobile App, you can call contacts stored on your phone.

1. To do this, navigate to your phone’s contact list, press and hold the call button, and choose the Mobile App as your calling method.