Welcome to the CRM EXPRESS Training Hub!

Start Texting + Mobile App

Written Instructions

For those who like to read 😎

Today, we will accomplish the following:

  1. Send Your First Text Message
  2. Download The Mobile App

1. Send Your First Text Message - To Improve Communication With Leads & Customers

  • Login To Your PowerSolution Account
  • Click on ‘Inbox’ (Left hand menu near the top)
  • Click on ‘Compose Icon’ (Icon with pencil – to the right of ‘Messages’ text)
  • Type in contacts name
  • Type in the contact phone number
  • Write a quick message
  • Click ‘Send Message’
  • That’s it! 🎉

2. Download The Mobile App - For 2-Way Texting On The Go

  • Go to the App Store on your phone and search for ‘Lead Connector’ app
  • Download the app
  • Login to the app with your email & password you use for PowerSolution desktop
  • See all of your conversations & easily text back and forth with leads & customers
  • That’s it! 🎉