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Objective
This SOP outlines the steps to effectively manage tasks using the Lead Connector app, ensuring team members can navigate and utilize the app efficiently.
Key Steps
Accessing the Menu 0:00
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Open the Lead Connector app.
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Locate the menu in the upper left-hand corner.
Finding Tasks via Notifications 0:30
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Navigate to the notifications section.
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Click on the details at the top.
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Select 'Task' from the options.
Searching for Contacts 0:41
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Go to the lower right-hand side of the app.
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Click on the 'Contacts' button.
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Search for the desired customer by name.
Navigating to Customer Tasks 0:55
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Tap on the name of the customer you wish to view.
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Access the tasks associated with that customer by selecting the task.
Interacting with Tasks 1:00
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Once you tap on a task, various options will appear for you to choose from.
Cautionary Notes
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Ensure you have the latest version of the Lead Connector app to avoid any functionality issues.
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Double-check customer names to avoid selecting the wrong contact.
Tips for Efficiency
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Familiarize yourself with the layout of the app to speed up navigation.
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Use the search function effectively to quickly find customers and tasks.