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Mobile App Introduction

This article covers the key areas of the ZipLeads Mobile App.

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Written by Daina

These are the links to install the app on your phone if I've not already installed it:

For iOS: https://apps.apple.com/us/app/id1520182571

For Android: https://play.google.com/store/apps/details?id=com.Zipline


Logging In (00.28)

Homepage (00.48)

  1. Toggle between locations

  2. Notifications (00.56)

  3. App Setting (01.12)

  4. Pinned Apps & Quick Actions (1:40)


​Conversations (02.05)

  1. Overview

  2. Sending a message (2:46)

  3. Create a new message (3.36)


​Reputation (03.47)


​Calendars (04.13)

  1. Adjusting calendar view and filters (4.21)

  2. Review upcoming appointments (4.32)

  3. Editing an appointment (e.g., update appointment status) (4.55)

  4. Book new appointments and block off time (5.21)

Opportunities

  1. Pipeline overview

  2. Updating Pipeline stage (6.10)

  3. Review and Edit Opportunity (6.17)

  4. Create new Opportunities (6.59)


​Contacts (07.03)

  1. Overview

  2. Review and edit contact information (7.10)

  3. Mark Call Outcomes (7.25)

  4. Review contact notes (7.45)

  5. Schedule a new meeting (e.g., booking a trial appointment) (7.52)

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