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Mobile App Introduction
Mobile App Introduction
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Written by Daina
Updated over 4 months ago

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

Locations:

How to swap between locations if you have multiple:

  1. Press your business name up the top, this will show all locations you can switch between.

Notifications:

How to filter the notifications you wish to see:

  1. Click the Filter icon to reveal notification filter options: Location, Type and Status.

How to mark all notifications as read:

  1. Tap on the three dots in the top right.

  2. Select "Mark all notifications as read"

How to see all of your notifications:

  1. Select the Home button at the bottom left of your screen, this will show you all of your notifications in a list view.

Conversations:

How to see all of your conversations:

  1. Select the 'Speech Bubble' icon in the bottom left of your screen to open up the conversation view.

How to filter the conversations you wish to see:

  1. Once in conversation view, similar to the browser version of Zipleads, you can filter by Recent, Unread and Starred. This is done up the top of the screen by selecting these buttons:

How to open a contact from within a conversation:

  1. Once you are within the conversation you wish to view the contact for, tap the contact name at the top of the screen to bring up the contact card:
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Review Manager:

How to open Review Manager and send a review request:

  1. This can be done by pressing the Star at the bottom of the screen, this will open your Review manager.

  2. Pressing the + icon will give you the option to send a review request to leads.

Appointments/Calendar:

How to open Calendar and view appointments:

  1. Select the Calendar icon at the bottom of your screen.

  2. Selecting a date will show you the appointments in order of recency for that day.

  3. Selecting the appointment will bring up the appointment details, such as the time and contact involved.

How to create a new Appointment:

  1. While within the Calender section (At the bottom of the screen)

  2. Select the:

    Icon, to add a new Appointment.

Contacts:

How to open Contacts:

  1. Select the 'People' icon at the bottom right of your screen.

  2. Select a smart list up the top if you wish to filter by your Smart Lists, or leave on 'All' to view all contacts.

How to open a contact to view a their information:

  1. Tap the contact name you wish to view to bring up the contact card:

How to create a new Contact:

  1. While within the Contact section (At the bottom of the screen)

  2. Select the:

    Icon, to add a new Contact.

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