Using The LeadConnector Mobile App: Contacts

July 30, 2024•1 min read

Using the LeadConnector Mobile App allows you to take the convenience of your system on the go with you, using features right from your phone. You can toggle between the various available features/sections using the icons at the bottom of the app.

Click into the Contacts icon.

Check out these pro tips for navigating through the Contacts section:

Click into any contact record to view their information. You will be able to view 4 tabs - Contact, Notes, Task, and Appointment. Click through each to view their general information, time zone, any assigned Campaigns/Workflows, tags, notes, appointments that are scheduled or completed, and more.

Use the magnifying glass search icon at the top right to find a specific Contact record.
Click the + icon in the bottom right to create a new contact, adding any of their information you have to build their record.

Take advantage of the LeadConnector mobile app today so you can conveniently use your system on the go, from virtually anywhere.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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