LeadConnector App

Before You Dive In

This article is one step from our Master Help Guide: All About the CRM. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical breakdown below.

Each Master Help Guide acts as your project plan – teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.

This guide is perfect if you want to:

• Learn how to access and use the LeadConnector App

The LeadConnector App comes free with your subscription, and allows you to manage key areas of your Ivorey account from your phone. You can also turn your notifications on so you can receive notifications for important actions taking place within your account, without having to log in via the desktop.

How To Access The LeadConnector App:

1. Download it from the Apple App Store or Google Play Store

2. Yourself and your team can use your individual login details, the same that you use to login to Ivorey

3. Ensure your phone has push settings enabled for the LeadConnector app so you can receive real-time notifications

Access From The Left Hand Menu:

• Social media scheduler

• Media storage

• Opportunities

• Invoices

• Insights

• Tasks

• Reputation

• Products

• Documents & Contracts

• Estimates

• Manual Actions

Access From The Lower Tabs:

• Notifications

• Quick actions (inside the notifications tab)

• Conversations

• Invoice/Point of Sale

• Appointments

• Contacts

Next Steps

If you’ve completed the steps above, head back to the Master Help Guide on the CRM to move onto the next phase.

Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.

Need Help?

Hit the support chat widget inside Ivorey - we can:

• Walk you through any of the steps

• Troubleshoot anything that’s not working

We’re here and ready to help via the chat widget in the bottom right of your Ivorey account. Or if you are looking for done-for-you support, you can browse our current services here