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.
Estimates: You can create, send, and manage Estimates directly from the LeadConnector mobile app, allowing you to provide quick and professional quotes to clients on the go.
Media Library: Provides a centralized space to upload, organize, and access all your files, offering easy control and flexibility on the go.
Logout: Securely log out of the app.
2. 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.
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.
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
Customize Your Left-hand Menu: Regularly review and adjust your profile settings, invoices, and tasks to keep your app experience tailored to your needs.
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
Where can I access my invoices?
Navigate to the left-hand menu and select the "Invoices" option to view and manage your invoices.
How can I schedule an appointment?
Tap the Button Navigation Menu and select "Calendars/Appointments" to view your calendar and schedule new appointments.
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.
