How To Use

How To Get Leads Into the App

In this post, we will show you how to create a lead, the first step in working in the app and with your customers.

Once you have a lead, convert them into a customer to add rooms, make proposals and assign tasks.

Explore the scheduler, add a room, and projects features along with links for more information.

You can quickly and easily set up a time to meet with a customer.

You can add a lead quickly and easily by clicking on the plus icon to add information.

The Actions menu, allows you to create interactions and update information or add tasks for you to track and complete.

Quickly search for existing leads and customers to edit information.

Here we show you how to search and filter products so you can quickly find what you are looking for.

The map icon allows you to find leads, customers, and B2B contacts near your location, quickly and easily.

You can choose the color of the background / text, the default map app used, and which service you want to call and send SMS text messages through.