25.2 The Mobile App (Lead Connector): Managing On the Go (Recap)

(Recap - See Chapter 20 for full details)

• App Name: Remember to download and use the Lead Connector app (iOS/Android).
• Login: Use your standard Close Master email and password (+ 2FA).
• Key Uses for Agents: Indispensable for:
  • Instant lead response via Conversations (SMS, Email, DMs).
  • Checking Calendars and updating appointment Status (Showed/No Show).
  • Accessing Contact details and communication history.
  • Making calls/texts using your agency LC Phone number.
  • Updating Opportunity stages.
  • Managing assigned Tasks.
  • Scanning business cards.
  • Potentially using Tap to Pay (POS) if enabled.
• Limitations: Not for building (Workflows, Sites, Forms), complex configuration (Settings), detailed reporting, or bulk actions. Use the web version for those.

The mobile app is a critical tool for productivity when away from your desk.