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Navigating the LeadConnector Mobile App
Find Conversations, Contacts, Calendar, Tasks, and settings fast—so you can reply, schedule, and update records from anywhere using the LeadConnector app.
Finding What You Need Without Slowing Down
When using the mobile app for the first time, it’s not always clear where to find messages, contacts, or scheduling tools.
The app organizes conversations, contacts, calendar, tasks, and settings into a structured navigation system so you can move between them quickly.
Without understanding how these sections connect, it’s easy to waste time switching between screens or miss important updates.
This guide will walk you through how the app is structured so you can navigate efficiently and keep your workflow moving on mobile.
To begin, review how the app is laid out and where each core section is located.
App Overview
The LeadConnector mobile app mirrors your BizStackPro workspace so you can respond to leads, manage contacts, and keep your calendar moving—right from your phone.
Follow along: Use the bottom navigation to jump between modules, and tap the + (quick action) button to create items faster.
Bottom Navigation
The bottom bar is your “home base” for moving around the app quickly.
- Conversations: Unified inbox for SMS, email, web chat, and other enabled channels.
- Contacts: Search, add, and update contact records (notes, tags, tasks, pipeline).
- Calendar: View availability, book appointments, and manage scheduled events.
- Tasks: Track follow-ups, due dates, and reminders for you or your team.
- More/Profile: Access additional modules, settings, and notification controls.
Pro tip: If you’re moving fast, open the contact from a message thread. It’s the quickest way to add a note, tag, task, or pipeline update without switching screens.
Conversations (Unified Inbox)
Conversations lets you read and reply from one place, then jump into the contact record when you need more context.
- Open Conversations from the bottom navigation.
- Tap a thread to read and reply.
- Use filters (like unread or assigned) to prioritize faster.
- Tap the contact header to view details (notes, tasks, tags, and recent activity).
Contacts (CRM on Mobile)
The Contacts area is where you keep your CRM updated while you’re on the go.
- Open Contacts and search for a person or company.
- Tap + to create a new contact.
- Inside the contact, add notes, create tasks, update tags, and adjust pipeline stage.
- Use quick actions to message or schedule without leaving the record.
Calendar & Appointments
Calendar gives you a fast way to see what’s next and make changes without needing a desktop.
- Open Calendar to view your schedule.
- Tap a time slot or + to book an appointment.
- Select the contact, service, and time—then add notes if needed.
- Tap an existing event to reschedule or cancel.
Tasks & Follow-Ups
Tasks help you keep momentum—especially when you’re handling replies and follow-ups across multiple leads.
- Open Tasks to view what’s due today and upcoming.
- Tap + to create a task with a due date and assignee.
- Mark tasks complete in one tap, or open the related contact to continue the conversation.
Settings & Notifications
Notification settings help you stay responsive without being overwhelmed.
- Profile → Notifications: Toggle push alerts for messages, appointments, tasks, and more.
- More/Profile: Access additional modules based on your plan, workspace setup, and permissions.
Note: If you don’t see a module your teammate has, it may be hidden due to workspace configuration or your user permissions.
Pro Tips
- Use filters in Conversations to triage faster (Unread, Assigned to Me, etc.).
- Save time with snippets/templates for common replies.
- Enable the right push notifications so you don’t miss hot leads.
- From inside a contact, use quick actions to message or schedule without bouncing between screens.
Want to manage leads from anywhere?
BizStackPro brings conversations, scheduling, automation, and CRM together—so you can keep things moving on desktop and mobile.
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Frequently Asked Questions
Where do I find messages in the LeadConnector app?
Open Conversations from the bottom navigation to read and reply to messages in one place.
How do I book or manage appointments on mobile?
Open Calendar to view schedules, book appointments, and manage event details.
Can I create contacts and add notes on the go?
Yes. Use Contacts to add new records and update notes, tasks, tags, and pipeline details.
How do I control push notifications?
Go to Profile → Notifications to adjust push alerts for messages, appointments, tasks, and more.
Stay Responsive on Mobile
Use Conversations for replies, Calendar for scheduling, Contacts for context, and Tasks for follow-up—so nothing slips when you’re away from your desk.
Faster responses. Cleaner follow-ups.
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