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ElevateAI
Training library

On The Go Mobile - Lead Connector

5 lessons 路 5 min

Topic guide (PDF)
  1. Lesson 1Download And AccessGet the mobile app installed and get logged in with the same credentials you already use on desktop, so your business can move with you. 1 minbeginner Video Guide
  2. Lesson 2Using the App Drawer, Search and NotificationCheck your notifications, find settings, pin your four apps, and search your people in seconds. 1 minbeginnerFast track Video Guide
  3. Lesson 3Replying to ConversationsOpen a thread, check the channel, attach what you need, and send a reply from anywhere. 1 minbeginner Video Guide
  4. Lesson 4Managing Contacts, Task and NotesAdd notes and tasks to a contact, then tag a whole group of people in a few taps. 1 minbeginner Video
  5. Lesson 5Using the CalendarSee your schedule, schedule an appointment, and share a booking link from your phone. 1 minbeginner Video Guide