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ON THE GO MOBILE
(Lead Connector)
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INTRODUCTION
On the Go Mobile App - Lead Connector
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accessing the mobile app
Get it on Apple or Google Play Store
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settings & apperance
App Set Up
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social planner
Post On the Go
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media storage
Upload or Grab Files from Your Media Storage
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Opportunities
Manage Your Pipeline On the Go
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invoice
Create and Manage Invoices
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insights
Check Your Numbers
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tasks
Keep Up with Your Tasks
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reputation
Request & Manage Reviews
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products
Add & Send Products
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documents, contracts, & manual actions
Manage Your Business On the Go
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notifications (bell icon)
App Notifications
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conversations (chat bubble)
Unified Inbox Conversations
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payments (dollar icon)
Accept Payments On the Go
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calendar (calendar icon)
Manage & Book Appointments
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contact (people icon)
Add, Update, Call, Text, or Email
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flash feature (lightning bolt icon)
Fast Action Feature
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snippets
Create On Your Desktop & Use Anytime on Your Mobile
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troubleshooting & updates
Easy Fixes
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MOBILE VS DESKTOP & WRAP UP
Know When to Use Your Mobile & When to Use Your Desktop
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