It's important that a user logs in to the app each time they are capturing leads, both
to ensure that the leads are correctly assigned for follow-up, and to monitor individual performance.
This is a simple process that requires just a couple of taps, no logging in and out needed!
1. Tap the username/initials in the top right corner of the screen to open the Switch User dialogue:
2. Select the user that you'd like to switch to from the list:
3. Enter the user's password if required (applies to Power Users only)
โ
For more information, please click below and view our PDF guide with videos