Quick Start: Your Mobile Business with the LeadConnector App
As a TRUSTfluencer, your passion is helping others achieve incredible transformations. At KonnectMaster, we believe your systems should empower that mission, not hinder it. That’s why we’re excited to guide you through mastering the LeadConnector mobile app, your all-in-one AI business operating system, designed to keep you connected and in control, no matter where your journey takes you.
Your Pocket-Sized Command Center: Navigating the LeadConnector Mobile App
With the LeadConnector mobile app, KonnectMaster ensures you have the power to streamline your operations and stay focused on your clients, right from your phone. Once you log in, you're greeted with your notifications, ensuring you're always aware of what needs your attention.
Customizing Your Experience
Access the menu icon in the top left to personalize your app experience.
Click the gear icon to dive into general settings. Here, you can easily switch the app's appearance to dark mode, light mode, or align with your system settings.
Adjust the language to suit your preference.
You’ll also find details about app versions and a convenient logout option.
Key Features
The left-side menu offers a suite of powerful tools designed for the busy small business owner:
Opportunities: Gain a high-level view of your sales journey by checking pipeline stages and any leads within them. You can effortlessly define date ranges to see leads from "all time" or just "this week". Scroll to see all your pipeline stages, sort them, and apply filters to pinpoint the leads that matter most.
Invoices: Keep a close eye on your cash flow by reviewing the status of all invoices. Need to send a new invoice on the fly? Simply tap the plus icon to create a one-time or recurring invoice directly from the app.
Insights: Get a powerful overview of your account's health. Monitor crucial metrics like your total opportunities, pipeline value, and active marketing campaigns. If you manage sub-accounts, you can view customized stats, including users, contacts, and outreach, providing a helpful snapshot of activity.
Tasks: Stay on top of your team's productivity by monitoring any tasks assigned to your team members or staff.
Engage and Manage from Anywhere
Back on the main screen, the bottom navigation bar puts essential daily functions at your fingertips:
Homepage: This is where you'll see your important notifications.
Chat Bubble (Conversations): This is your unified communication hub. View and filter all your conversations, then communicate back and forth with clients. When typing, access quick actions to switch between email or text, or attach images. The plus icon allows you to send even more attachments, including video files, templates, and even request payments directly if you have a payment processor like Stripe connected.
Conversation Shortcuts: Swipe left on any chat to start a conversation instantly. Use the "more" button to mark conversations as unread, view contact info, add tasks, or check tags. Swiping right on a conversation also lets you instantly mark it as unread.
Star Icon (Reviews): Manage your online reputation efficiently. This section provides all review management features available in the mobile app. To boost your testimonials, simply click the plus icon to send a review request. Select a customer and send an SMS review request, which includes a link and a pre-set text configured under reputation management.
Calendar: Access all your calendars and appointments. The plus icon lets you block out time or schedule a new appointment with any customer. Choose a time slot, add an appointment title, select the calendar, and save it to create an appointment within the system.
Contacts: Your entire client database is accessible here. Quickly add a new contact manually using the plus icon.
The Lightning-Fast Advantage: Quick Actions
Notice the lightning icon accessible throughout the app. This is your quick action button, designed to save you time by letting you perform common tasks instantly.
Send an email
Add a contact
Book an appointment
Request a review
Make a call (takes you to the power dialer for immediate calling)
Send a quick SMS (search by name, type your message, and send)
This comprehensive suite of features in the LeadConnector mobile app ensures that as a TRUSTfluencer, you're always connected, productive, and focused on delivering exceptional value to your clients.
Frequently Asked Questions
Q1: How can an independent professional, who often works remotely, stay connected with potential clients and ensure timely follow-ups without being tied to their desk?
A1: The LeadConnector mobile app is designed as your unified communication hub. You can view and filter all your conversations, communicate back and forth with clients via email or text, and even attach images or video files directly from your phone. Swiping left or right on conversations allows for quick actions like starting a chat or marking as unread, ensuring you never miss an important interaction. Plus, the quick action lightning icon lets you instantly make a call or send a quick SMS to a contact, saving valuable time and ensuring you can follow up effectively even when away from your primary workspace.
Q2: As someone focused on sales and client acquisition, how can I effectively manage my sales pipeline and identify the most promising leads while on the go?
A2: With the LeadConnector mobile app, you gain a comprehensive view of your sales journey under the Opportunities section. You can check pipeline stages, see leads within them, and define date ranges to focus on specific periods like "this week" or "all time". You can also sort and apply filters to pinpoint the appropriate leads you want to prioritize. This allows you to stay on top of your potential business and make informed decisions, ensuring valuable opportunities don't slip through the cracks, no matter where your work takes you.
Q3: How to handle administrative tasks like scheduling appointments, managing my client database, or sending invoices when I'm constantly moving between client meetings or events?
A3: The LeadConnector mobile app simplifies these critical tasks, enabling you to manage your business efficiently. Under the Calendar section, you can access all your appointments, block out time, or schedule new appointments with customers directly from the app. The Contacts section provides your entire client database, allowing you to add new contacts manually with ease. For financial management, the Invoices feature lets you see the status of all invoices and even create new one-time or recurring invoices on the fly by tapping the plus icon.
Q4: How can I quickly gauge the overall health of my business and monitor team productivity without needing to log in to the full desktop version?
A4: The Insights section of the LeadConnector mobile app provides an "overall or high-level view" of your account, including key metrics like the number of opportunities, pipeline value, and active marketing campaigns. If you manage sub-accounts or have a small team, you can also see customized stats for users, contacts, and outreach. Additionally, under Tasks, you can monitor any tasks assigned to your team members or staff directly from your mobile device, ensuring everyone stays on track and you maintain a clear picture of your business's operational status.
Q5: How does the app help in maintaining a positive online reputation and easily requesting client reviews, which are crucial for building trust?
A5: The star icon for Reviews on the bottom navigation bar gives you access to "all the review management that you can see in the mobile app". You can easily send a review request by clicking the plus icon, selecting a customer, and sending an SMS that includes a link and a pre-set text configured under reputation management. This streamlines the process of gathering valuable testimonials, which are vital for building trust-based relationships and attracting new clients.
Since you can send that review request right there when you are with the client and he's just had that great service experience with you, it increases the chances of getting a positive review.
Q6: Can I use the LeadConnector mobile app to quickly perform essential actions like sending an email or booking a new client appointment without navigating through multiple screens?
A6: Absolutely. The lightning icon, accessible throughout the app, is your quick action button, designed to save you time by performing common tasks instantly. This feature allows you to send an email, add a contact, book an appointment, or request a review with just a few taps. It’s crafted to keep you productive by putting the most frequently used functions right at your fingertips, allowing you to focus on client interaction rather than administrative navigation.
KonnectMaster: Empowering the TRUSTfluencer
A TRUSTfluencer is a coach, consultant, mentor, therapist, or public speaker who builds trust-based relationships to help clients overcome obstacles and achieve remarkable life results. KonnectMaster empowers these professionals by providing PROSPER OS, an all-in-one AI business operating system. It automates and streamlines organizational and support processes, freeing up their time, energy, and money so they can focus on their core mission: helping more people transform their lives and achieve scalable growth with less effort.
