Timestamps
0:00 - Introduction
00:56 Accessing your account
01:29 Logging in on your phone
02:58 Bonus tip for browser
Important Points
Your login details will be the same as your desktop app account.
This video is a general tour of the mobile app, so you will have different pipeline stages.
Timestamps
0:00 - Introduction
00:27 - Managing the Pipeline
01:25 - Referrals and Valuable Leads
02:59 - Taking Payments Remotely
04:03 - Key Points & 'Needs Follow up' Stage
Timestamps
00:00 - Introduction
01:02 - Viewing Conversations
01:26 - Texting Leads
02:01 - Making Calls from Mobile Version
02:23 - Your Business' personal soft phone
03:10 - Making Calls from Desktop Version
03:31 - Using Conversations Tab
Timestamps
00:00 - Introduction
00:51 - Accidentally Removing a Lead
01:52 - Using Pipeline Filters
02:54 - Updating Lead Status & Returning the Lead to the Pipeline