STAFFEDAGENTS Start here · The app on your phone

Start Here

Get the app on your phone

Nine small steps. About ten minutes. Do one, then the next. You cannot break anything, and nothing you tap in here will ever reach a customer by accident.

1Before you start

Three things, and you have all of them already:

Your phone

iPhone or Android. Either one works the same way.

Your email address

The one you gave us. That address is your username. There is nothing else to remember.

Ten quiet minutes

Not in the car. You'll be switching between the app and your email a couple of times.

You don't have a password yet. That's not a mistake — we never make one for you, because then we'd know it. You'll make your own in step 6. Nobody but you will ever have it.

2The nine steps

  1. Open your app store10 seconds

    iPhone: tap the blue App Store icon.
    Android: tap the Play Store icon.
    It's already on your phone. You don't need to install anything to get there.

  2. Search for: LeadConnector20 seconds

    Tap the search box at the top. Type LeadConnector — one word, no space. It's made by HighLevel. That's the right one.

  3. Tap GET, or INSTALL1 minute

    The button says GET on iPhone and Install on Android. Tap it once and wait. Your phone may ask for your fingerprint, your face, or your Apple/Google password — that's your phone checking it's you, not us. It's free.

  4. Open the app5 seconds

    When the button turns into OPEN, tap it. You'll land on a screen with a box for an email address and a box for a password.

  5. Type your email address15 seconds

    The same address you gave us. Type it carefully — no capital letters, no spaces before or after it.

  6. Tap "Forgot password" — yes, on purpose2 minutes

    You've never had one, so this is how you make your first one. Tap it.

    Now leave the app and go to your email. There's a new message with a link in it. Tap that link, and it lets you type a new password — twice, so it knows you meant it.

    Write it down somewhere you'll find it. On paper is fine.

  7. Go back to the app and sign in30 seconds

    Type your email in the top box. Type your brand-new password in the bottom box. Tap Sign in.

  8. Type the 6-digit code1 minute

    To be sure it's really you, it sends a short code to your email. Go get it, come back, and type the six numbers in.

    Codes stop working after a few minutes. If yours has gone stale, just ask for a new one and use that.

  9. When it asks about notifications — say Allow5 seconds

    This is the one that actually matters. Notifications are how your phone buzzes the second a lead texts you back. If you say no here, the app goes quiet and you find out about leads hours later.

    Tap Allow.

That's it. You're in. Everything from here is looking around.

3The five buttons along the bottom

Look at the very bottom of the screen. Five buttons. That's the whole app. Tap each one once, right now, just to see it.

⌂  Home

What's new. A new lead came in, someone replied, someone booked. Look here first, every time you open the app.

💬  Conversations

Every text and email with every customer, in one place — including the ones the system sent for you. This is where you reply. It goes out from your business number, not your personal one.

📅  Calendars

Your appointments. Check tomorrow's tonight. Block out personal time here so nobody can book on top of it.

👤  Contacts

Everybody you know, and their whole history on one screen. Open somebody before you call them.

📈  Opportunities

Your deals, in the order they're moving. Who's just looking, who's close, who's done.

4Do these three things right now

Two minutes. Do them before you put the phone down — it's how the app stops feeling strange.

  1. Send yourself a text

    Tap Contacts, add yourself with your own mobile number, then open yourself in Conversations and send a text. Watch it land on your own phone. Now you've seen the whole thing work, start to finish.

  2. Open your calendar

    Tap Calendars. Look at this week. If something's wrong or missing, tell us today — not next month.

  3. Add one real person

    The next person you meet, add them right there on the spot. Ten seconds. That's the habit the whole system is built around.

5If something goes wrong

Five things go wrong, and these are all five.

"I can't find the app."

Check the spelling: LeadConnector, one word. If several look similar, the right one is by HighLevel.

"It says there's no account with my email."

Then it's a different address than the one on your account, or there's a typo. Don't make a new account — tell us and we'll check which address we have.

"The password email never came."

Wait two minutes, then look in spam or junk. Still nothing? Tell us and we'll send it again.

"The 6-digit code says it's wrong."

Almost always it just expired. Ask for a new code and use the newest email — not an older one further up your inbox.

"I'm in, but it looks empty."

On day one it usually is. It fills up as leads arrive. Empty is not broken.

One rule, and it's the only one: if a screen ever asks for a credit card, or a code you didn't just ask for, stop and call us first. We will never ask you for your password.

6You cannot break this

Tap anything. Open everything. Nothing in this app sends a message to a customer unless you type it and you press send. There is no button in here that ruins your day.

Still stuck after ten minutes? Stop and message us. That's what we're here for, and it's a two-minute fix on our end nearly every time.