Lead Connector
Created by: Emma Johnston
Last Updated: March 13, 2025
Lead Connector Mobile App
LEAD CONNECTOR MOBILE APP
The Lead Connector mobile app allows you to access key features of SuperCoach CRM on the go, including conversations, payments and invoices, appointments, contacts, pipelines, social media planner, tasks, reputation management, and product management.
DOWNLOAD LEAD CONNECTOR APP
Click on Launchpad at the top of the main menu. Click on the Download on the Mobile App Section. Enter your mobile/cell number and the system will text you with a link to download the Lead Connector app. Alternatively, you can click here to download the Apple app or click here to download the Android app. Once you have downloaded the app, log in using the same credentials as the desktop app.
APP LAYOUT
Once you have downloaded the app, log in with your SuperCoach CRM credentials. Once you are in the app, the five tabs (going left to right) are Notifications, Conversations, Transactions, Calendars and Contacts. You can access additional options by clicking on the hamburger menu (three lines) in the top left corner, and Quick Actions by clicking on the lightning icon
Main Tabs
NOTIFICATIONS
See updates and news about conversations, appointments, tasks and social media. Tap the funnel for filter options and tap the ellipsis menu (three vertical dots) to mark the notifications as read.
CONVERSATIONS
See all conversations (emails, SMS, chat widget, Messenger, Instagram DM, GMB messages). There are buttons to filter by type (recent, unread, starred), date and user. Click into a message to reply, ready conversation history, mark message as read, or perform do a quick action.
POINT OF SALE
Take payments (for a particular product or a specific amount) and view transaction history.
CALENDAR
View appointments, edit and delete appointments, and update appointment status.
CONTACTS
View, edit and delete contacts (including tasks, notes, appointments. Tap the magnifying glass in the top right corner to search for a contact.
Additional Options
ADDITIONAL MENU
Tap the hamburger menu in the top-left corner (three horizontal lines) for additional menus including social planner, media storage, opportunities and pipelines, manual actions, invoices, insights, tasks, reviews and reputation, products, documents and contracts, and manual actions.
Quick Actions
QUICK ACTIONS
Tap the quick actions icon (lightning bolt) to send an email or SMS, or make a call. From the Quick Actions menu, you can also create a new contact, scan a business card, book an appointment, request a review, create an invoice, and add a new opportunity to a pipeline.
Settings
SETTINGS
Tap the hamburger menu in the top-left corner (three horizontal lines) and select the Settings menu (cog icon). Here you can change your password, the appearance of the app and the language, and payment settings.
If you have a quick, system-specific "how-to" question, you can chat with our L1 Triage Support Team using the purple chat bubble in the bottom corner of the software. This team offers live chat 24/7, giving you instant access to help at any time of day.
If you have a more complex or outcome-specific “how-to” question, or a query about project requests, done-for-you resources, or Coach Catalyst, you can email our L2 Specialist Team at [email protected]. This team is available Monday to Friday, 8:00am – 1:00pm (EDT).
THANKSGIVING, CHRISTMAS AND NEW YEAR
Our Level 2 Support Desk will be closed from November 26 – 28, and again from December 24 – January 1. The 24/7 Level 1 Triage Team will be available throughout these dates and during the holiday period.
Please remember that all New Year–related project requests should be submitted by November 30, and that we recommend testing all resources by December 20.
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