FCI OnTheGo
FCI OnTheGo
Take your office with you anywhere you go
  • How To Use
  • Troubleshooting
  • App Settings

Lead

Actions Apple Account ID Apple Maps Appointment Automatic Updates Call Common Issues Crash report Create Customer Customize Feedback email Fix OTG Getting the app Google Maps Interaction Lead Map OpenPhone Product Catalog Redeem code Scheduling Search Settings Sharing a crash report SMS Support Email Task TestFlight Theme Troubleshooting Version Waze

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.

By Dana Perrin, 8 monthsJuly 25, 2025 ago
How To Use

Scheduling An Appointment – Converting a Lead Into a Customer

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

By Dana Perrin, 8 monthsJuly 28, 2025 ago
How To Use

Adding a Lead From The Plus Icon

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

By Dana Perrin, 8 monthsJuly 29, 2025 ago
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