Market Leader's app allows you to manage your day-to-day communication with clientsfrom your TRUE office, no matter where you are. The one you carry in your pocket every day - that's right - Your Phoneapp allows you to respond to new leads, work reminders, and add contacts to campaigns to stay top of mind.
To get started, download the app from the App Store (iOS) or Google Play (Android) by searching "Market Leader CRM." Image Removed(Image Added)
Connect the App
To secure the connection between the app and your Market Leader system you'll need your website email address and a "PIN" available in the My Accountarea of your system Admin.
To find the right email under My Account, identify the email labeled "CRM email"Image Added
The email address you'll need is your CRM Email, which can be found in the main Account Settings section. This is the email address youwill use to activate 'll enter into the app on your phone.
Since we are here...
Let's go ahead and create that Mobile PIN so the app will talk to your Market Leader system without you needing to log in all the time.
When you click on the "Create PIN" button a lightbox will pop up and give you the PIN. Image Added
Next, click Mobile in the menu on the left. Then click the Create PIN button. This PIN will sync your Market Leader system with the app.
This PIN will only last for 3 min before it will expire, but don't worry, if you run out of time you can just create another one.
And... you only need to do this the first time you connect your phone to your Market Leader system.
After a few seconds and some syncing, that we will take care of for you, your're ready to go!
Take advantage of these set up screens to learn what your Image Added
Simply enter your CRM email address and PIN into the app. After a few seconds, you'll be all set. Now you'll see a series of setup screens so you can learn everything the app can do for you. ..
AND... DON'T FORGET
Allow Push Notifications! Yes, you want us to pop up a little icon when you have a new lead, you really do!
There you have it. You're all set.
Enable Push Notifications
It's super important that you allow push notifications in the app; this is the only way the app can notify you of a new lead, email, or contact activity. When you get the push notification pop-up, click OK.