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LeadConnector Mobile App — Setup & First Steps

Install the iOS/Android app, sign in, and learn the basics so you can reply to leads on the go.

Chris Carr·October 5, 2026

Who it’s for: Owners and staff who need to manage messages and bookings away from the desk.
Time needed: 5 minutes
You’ll need: Your LeadConnector login and a phone with App Store/Google Play access.

Steps

  1. Install the app
    Open the App Store/Google Play, search LeadConnector, and install.

  2. Sign in
    Use your email and password. If you see multiple locations/sub‑accounts, choose the right one.

  3. Allow notifications
    Accept prompts so you get alerts for new messages and bookings.

  4. Find your way around

    • Conversations: all messages (SMS, email and connected socials).

    • Contacts: search, edit details, add notes.

    • Calendar/Bookings: view, confirm, reschedule.

    • Payments (if enabled): send invoices and payment links.

    • Tasks/Opportunities: track follow‑ups and deals.

Tips

  • Save templates for common replies (prices, directions, opening hours).

  • Swipe or long‑press messages for quick actions.

  • Assign a conversation to a team‑mate when handing over.

FAQs

  • Does it sync with desktop? Yes—everything updates in real‑time.

  • Can I restrict staff access? Yes—set roles/permissions in the web app; they apply on mobile.

Troubleshooting

  • No notifications: Phone Settings ▸ Notifications ▸ LeadConnector ▸ Allow. Ensure you’re logged into the correct sub‑account.

  • Can’t sign in: Tap Forgot password on the login screen.

  • Data looks old: Pull to refresh and check your internet connection.

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