How to share your mobile app:

  1. Open the app Menu located on the top left corner of the screen
  2. Select Share this App
  3. Choose a contact from your phone or enter in new contacts
  4. They will receive a link via SMS that directs them to the correct app store based on their phone (iOS and Android compatible)

Pro Tip 💡

Everyone that you share your app with, and everyone they share it with, will show up as your lead (as long as you are logged into your app). Yes, even if there are multiple agents using the same app it will keep track of where the lead came from to ensure that when that person becomes a lead it is assigned to you.

Success! Now that you're familiar with your mobile app let's review these support articles to become familiar with your new Customer-Relationship Management (CRM) dashboard!

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