An introduction to the ZipLeads mobile app which will cover Conversations, Reputation, Calendars, Opportunities and Contacts on your phone. Use it for day to day lead management when you are away from your desktop.
Before you start
The ZipLeads mobile app installed on your phone:
If the ZipLeads app is currently unavailable in your country, you will need to download our sister app 'Lead Connector':
1. Log in to the ZipLeads app
Open the app and enter your Email and Password, then tap Sign In.
Choose whether your 2FA code goes to your email or your phone number, based on how your account is set up.
Enter the 2FA code to be taken to the app home page.
Tip: Use the same login credentials as you do on the desktop version.
2. Homepage
On the home page you can see:
The location dropdown at the top, used to toggle between locations if your account is linked to more than one.
Tiles for pending tasks, pipeline value, unread messages from the last 30 days
Today's upcoming appointments.
The pinned apps area, where the edit icon lets you choose which apps are pinned.
Quick actions below, for adding contacts and booking new appointments.
Tip: The bottom menu bar is how you move between the main areas of the platform.
3. Homepage: Check and filter your notifications
Tap the notification bell at the top of the home page.
Use the Location, Type and Status dropdowns to filter the list.
To mark everything as read in one go, tap the bell with the tick icon at the top right.
4. Homepage: Update your password or app appearance
Tap the settings cog on the home page.
Tap Change Password to update your password.
Under Appearance, choose Light, Dark or System to change how the app looks.
5. Conversations
Tap Conversations in the bottom bar.
Use the search bar at the top to quick search your inboxes.
Toggle between Team Inbox, My Inbox and Internal Chat.
Use Filter, or the Recent, Unread, Starred and All tabs, to narrow the list, just like on desktop.
6. Conversations: Replying to a conversation
Tap a conversation to open the thread and view the history.
Tap the green bubble to choose your communication channel, then type your message.
Tap the plus icon to add attachments. For example, choose the trigger link button and then pick the trigger link you want to send.
To send straight away, tap send.
To send later, open the scheduling option, pick a date under Select Date, set Select Time and check the Timezone (Contact), then tap Send Schedule.
8. Conversations: Mark a thread as read or start a new message
To mark a thread as read manually, tap the envelope icon at the top right of the conversation history. The message clears out of your unread inbox and stays in the all inbox.
To start a new message, tap the green plus icon at the bottom right and choose the type of message you want to create.
9. Reputation
Tap Reputation in the bottom bar for an overview of your reviews.
Switch to the reviews tab at the top to see all reviews and apply filters.
Open the request area to see who you have sent a review request to.
Tap the green plus icon at the bottom right to send out review requests.
10. Calendar
Tap Calendar in the bottom bar.
Change the view using Monthly View (month, week or list).
Tap Select Calendars to filter appointments by assigned user, calendar or calendar group, then pick the calendar you want, for example the phone appointments calendar.
11. Calendar: Open and update an appointment
Tap an appointment to see its details, then switch between the contact's information, attendees, forms, notes and activity logs.
Mark the appointment as showed, as a no-show, or use the cancel option as needed.
To change the appointment details, tap the pencil icon at the top right, make your changes and tap Save.
12. Calendar: Create an appointment or block out time
Tap the green square at the bottom right of the calendar.
Choose to create a new appointment, or to block yourself off for times you are unavailable.
Fill in the Start Time, End Time, Appointment Title and Appointment Status, then tap Save at the top right.
13. Opportunities
Tap Apps at the bottom right, then tap Opportunities in the My Apps area.
Use the pipeline dropdown at the top to toggle between pipelines.
Tap Filters, choose status and then open to see only your open leads, then tap the green apply button. Use clear at the top right to remove filters.
14. Opportunities: Move a contact to another pipeline stage
On the opportunity card, tap the arrow icon.
Choose the stage you want to move the contact to.
15. Opportunities: Work inside an opportunity card
Tap the card itself to open it and see the contact's details. Tap edit to update them.
Scroll to see assigned tasks, notes, upcoming appointments and payment information.
Tap the phone icon in the opportunity tile at the top to call the contact, or the communication bubble to jump into the conversation history.
Tap the back button at the top left to return to the pipeline.
Tap the green plus icon at the bottom right to add a new opportunity.
16. Contacts
Open the contacts area via the y Apps menu
Use quick search to find a contact, then tap them to open their contact card.
On the Details tab, tap the pencil icon to update their information.
Use the Notes and Appointments tabs to see notes and upcoming appointments.
17. Contacts: Record a call outcome
On the contact card, open the Call Outcomes section.
Tap the pencil icon, mark the call outcome, then tap Save at the top right.
Tip: Marking your Call Outcomes is our recommended method to track your manual calls to contacts such as leads.
18. Contacts: Book an appointment from the contact card
Tap the Meeting icon on the contact card, then tap Schedule Appointment.
Choose the calendar you want, for example the trial calendar.
Tap Standard to book within the calendar's availability, or Custom to set a time outside it.
Tap Save at the top right to book the appointment into the system.
Tip: You can also tap the message icon on the contact card to view your conversation history with them.
Notes
The mobile app is best for day to day use such as interacting with contacts and managing leads. Back end configuration, for example building workflow automations, must be done in the web browser.