Getting Started | SuperCoach CRM

Lead Connector

Created by: Emma Johnston

Last Updated: March 13, 2025

Download / Main Tabs / Additional Options / Quick Actions / Settings

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.

The Support Desk is available Monday to Friday, 7:00am - 3:00pm (CDT).

If you have any questions or need support, you can chat with us clicking on the blue dot in the bottom right corner of the software or email us at [email protected].

Easter 2025: The Support Desk will be closed on Good Friday (April 18) and operating with reduced hours on Easter Monday (April 21). The Support Desk will also be closed on Memorial Day (May 25).