Lead Connector App Overview

🍿 Video Walkthrough

• 0:00 - Navigating the main page and filtering notifications by type
• 0:21 - Using the conversation tab to view, filter, and send SMS and email messages
• 0:53 - Customizing and sending email messages
• 1:33 - Viewing contact info, campaigns/workflows, and removing contacts from sequences
• 2:25 - Editing contact details, setting Do Not Disturb status, and adding tags
• 2:45 - Checking for pending tasks, notes, and appointments
• 2:45 - Using email and text message templates/snippets
• 3:12 - Viewing upcoming appointments in the calendar
• 3:23 - Accessing the contact list and smart lists
• 3:51 - Navigating to tasks list to see pending and completed tasks
• 4:01 - Using the opportunities board to manage contacts/stages/statuses
• 4:32 - Initiating conversations or calls directly from an opportunity
• 4:47 - Searching and filtering opportunities list