ON THE GO MOBILE (Lead Connector)

INTRODUCTION

On the Go Mobile App - Lead Connector

accessing the mobile app

Get it on Apple or Google Play Store

settings & apperance

App Set Up

social planner

Post On the Go

media storage

Upload or Grab Files from Your Media Storage

Opportunities

Manage Your Pipeline On the Go

invoice

Create and Manage Invoices

insights

Check Your Numbers

tasks

Keep Up with Your Tasks

reputation

Request & Manage Reviews

products

Add & Send Products

documents, contracts, & manual actions

Manage Your Business On the Go

notifications (bell icon)

App Notifications

conversations (chat bubble)

Unified Inbox Conversations

payments (dollar icon)

Accept Payments On the Go

calendar (calendar icon)

Manage & Book Appointments

contact (people icon)

Add, Update, Call, Text, or Email

flash feature (lightning bolt icon)

Fast Action Feature

snippets

Create On Your Desktop & Use Anytime on Your Mobile

troubleshooting & updates

Easy Fixes

MOBILE VS DESKTOP & WRAP UP

Know When to Use Your Mobile & When to Use Your Desktop