How do I get around the LeadConnector app?

The LeadConnector app puts ASNSpark! CRM on your phone, so you can answer a family inquiry, check today's in-home assessments or update a referral partner's record from anywhere. Download it free from the Apple App Store or Google Play and log in with the same email and password you use for ASNSpark! CRM.

The home screen

The home screen shows you an overview of your day the moment you open the app.

• Key widgets: Tasks Due, Opportunity Pipeline Value, Unread Messages and Today's Appointments.
• Pinned Apps: up to four areas of the app you use most, such as Conversations or Calendars.
• Quick Actions: one-tap shortcuts to create a contact, opportunity, task or message.
• Revenue chart: collected revenue over the last six months.

You only see widgets for areas your user role can access. If you cannot see a widget a coworker has, that is usually why.

Change your pinned apps

1. On the home screen, tap the Edit icon on the Pinned Apps card.
2. Choose up to four areas to pin.
3. Use the drag handle (three lines) to put them in the order you want.

Find any area in the App Drawer

The App Drawer lists every part of ASNSpark! CRM you have access to in a grid, grouped into four categories:

• Insights and Productivity: dashboard, reports and tasks.
• Communication: Conversations and messaging.
• Sales and Operations: Contacts, Opportunities and pipelines.
• Marketing and Growth: Social Planner and other marketing tools.

Notifications and Settings sit as icons in the top right corner of the app. A dot on the Notifications icon means you have unread alerts.

Search everything at once

Use the search bar to look across Conversations, Contacts and Opportunities in one place. For example, type a family member's last name or a word from a recent text. Results open right where you need to act. The app remembers your last five searches. You can also search for an area of the app or a quick action by name.

Dark mode

The app follows your phone's light or dark setting. To change it by hand, open Settings in the app and switch dark mode on or off.

Common questions

• Some areas I use on the computer are missing. The app shows only the features included in your plan and allowed by your user role. Ask your account admin to check your permissions, or Submit a ticket.
• My app looks different from these steps. Update the LeadConnector app in the App Store or Google Play. If it still looks different, Submit a ticket and we will check your account.
• Can I rearrange the home screen widgets? Not yet. Only Pinned Apps can be changed for now.
• Does it work on both iPhone and Android? Yes.

Have a question about your own account? Submit a ticket and our team will follow up.