📱Lead Connector — Quick Start Guide

How to connect to and use the Lead Connector mobile app

This short guide walks you through installing Lead Connector, signing in, switching to the right company, finding your assigned phone number, and checking your messages. Follow the steps in order.

Getting Connected

1. Download the app — Install Lead Connector on your phone from the Google Play Store (Android) or the App Store (iPhone).
2. Log in — Sign in with your company credentials — the same username and password you use for the CRM.
3. Verify your identity — Enter the verification code that was sent to your email.
4. Switch to the correct company — Once you reach the home page, change the active company to IndustryFinTech.

Finding Your Phone Number

1. Open the Dialer — With IndustryFinTech selected, go to the Dialer. Your assigned phone number appears at the bottom of the dialer screen.
2. No number assigned? — If you don't see an assigned phone number, contact the IT department so they can assign one to you.

Checking Your Messages (SMS)

1. Open Conversations — To review your text messages, go to the Conversations option at the bottom of the page.
2. Understand your two inboxes — Inside Conversations you'll find two views:
3. My Inbox — messages sent to your own assigned number.
4. Team Inbox — messages sent to the other numbers registered in Lead Connector.

Video Walkthrough

For a step-by-step demonstration, see the attached video below.