How do I manage contacts in the LeadConnector app?

Each contact in the LeadConnector app has one screen with everything you need: details, tasks, notes, activity and files. You can call or text a family, check what a referral partner last heard from you, or tag a batch of new inquiries in a few taps.

Open a contact

1. Tap Contacts.
2. Tap a contact. Their key information sits at the top, with Call, SMS and Email buttons always in reach.
3. Swipe or tap between the tabs.

What each tab is for

• Details: general information, additional fields, actions and DND settings. Edit them here without going to your computer.
• Tasks & Notes: to-dos and notes tied to the contact, such as "Call back after Mom's discharge on Friday."
• Activities: a timeline of calls, appointments, form submissions, page visits and more. Check it before you return a call.
• Docs and Files: files saved to the contact (see below).

Quick actions

Press and hold a contact in the list to open shortcuts: Call, SMS, Email and Book Appointment.

Tag several contacts at once

1. In Contacts, tap the three-dot menu and choose Select.
2. Check the contacts you want.
3. Use the bar at the bottom to Add Tags or Remove Tags.

You can update up to 500 contacts and 10 tags at a time. Changes appear in ASNSpark! CRM on your computer within seconds. If you are offline, the change waits and applies once you reconnect.

Upload and find files on a contact

1. Open the contact and swipe to Docs and Files.
2. Tap Upload and choose from your gallery, camera or phone storage. You can upload up to 10 files at once, up to 250 MB total.

Files are sorted into folders automatically:

• Internal: files your team uploaded.
• Sent: files you sent the contact in a message.
• Received: attachments the contact sent you.
• Custom Fields: files uploaded through custom fields, inside the Internal folder.

Supported types include PDF, DOC, DOCX, PPT, JPG, PNG and GIF. You can preview most files without downloading them. Files can be deleted but not renamed. Anyone on your team who can view the contact can see the files.

Important: keep files limited to business documents, such as a signed service agreement or a referral partner's brochure. Do not upload medical records or other client health information.

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