Using The LeadConnector Mobile App: Contacts

Key Features and Benefits

The Contacts section in the LeadConnector app gives you quick access to your CRM—so you can manage relationships without being tied to your desktop.

• Quick access to contact details, activity, and history
• Business card scanner for fast contact creation
• Edit details, add notes, update tasks, and manage appointments
• Advanced search, filtering, and Smartlist-based views
• Calling, texting, and email options from the contact record
• Tags and bulk actions to keep lists organized
• Activity tracking for events, visits, surveys, and more (where available)
• Docs & Files to store contracts, estimates, and agreements
• Call transfers/merges and smartwatch call support (when supported)

How to Use the Contacts Section

Use the bottom navigation to open Contacts, then tap into a record to manage everything related to that lead or customer.

1. Tap Contacts in the bottom navigation.
2. Select a contact to view details like info, tags, notes, tasks, and appointments.
3. Use long-press (when available) for quick actions like call, email, or scheduling.
4. Use the search bar to find contacts by name, phone, or email.
5. Apply filters/Smartlists to narrow results fast.
6. Tap the + icon to add a contact manually or use the business card scanner.
7. Use the communication options to call, text, or email directly from the contact record.

Add Contacts and Scan Business Cards

You can create contacts manually or scan a business card to speed up data entry.

• Tap + to add a new contact.
• Enter the basics (name, phone, email), then add extra fields if needed.
• Choose Business Card Scanner to auto-fill details from a card.
• Review the imported fields and edit anything that looks off before saving.

Edit Details, Custom Fields, and Tags

Keep contact records clean by updating details and adding tags that match your workflow.

• Edit common fields like phone, email, company name, and address.
• Update existing custom fields (new custom fields are created in the desktop/web app).
• Add/remove tags to organize leads by stage, source, or priority.
• Use notes and tasks to track next steps.

Calling, Transfers, and Smartwatch Support

The mobile app can support inbound/outbound calling and call management features depending on your account settings.

• Call contacts directly from their record (when calling is enabled).
• Use call settings configured in the desktop/web app to control routing and forwarding.
• During active calls, use transfer or merge options when available.
• Compatible smartwatches may receive calls through the app (device + app support required).

Docs and Files

Store and manage documents tied to a contact—helpful for proposals, estimates, signed agreements, and internal notes.

• Open the contact record and navigate to Docs & Files.
• Upload documents and keep them organized using folders.
• Use folders like Internal, Sent, or Received to stay consistent.
• Attach documents to the correct contact so your team can find them quickly.