Q of the Week

Q: How do I see the leads in my mobile app?

A. Log in to your Mobile app - the Home Screen shows easy access icons, with the Leads icon in the center of the first row. Simply click the icon to access your leads.You can see all activity for each lead by clicking on ALL ACTIVITY under their name - you can also easily chat, email or phone a specific lead. You can search and filter through all of your leads by clicking on Search/Filter at the bottom of your list of leads. Search by name, phone, or email and filter by date, who has watched the video, visited your website, or requested more info! 

~LeAnn Troeckler, PlanNet Marketing Chief Operations Officer -- leann@plannetmarketing.com