Mobile app
Use Leadnote on your Android phone: sign in, sync, work offline, add leads, check in at visits, get reminders and manage app permissions.
13 articles
Articles
- How to install and sign in to the Leadnote app Install the Leadnote Android app and log in with your business email and password or a one-time code. Covers trial sign-up, two-step codes and update prompts. 5 min read
- Leadnote app first sync explained What happens the first time you log in to the Leadnote app: the Setting up your account screen, what is downloaded, how long it takes and what to do if stuck. 4 min read
- Leadnote offline mode and how sync works See what the Leadnote app can do without internet, what needs a connection, how queued changes are sent, and what to do when a change shows Not sent yet. 4 min read
- Leadnote mobile app home screen and menu explained A tour of the Leadnote Android app: the Leads, Follow-Ups and Notifications tabs, the toolbar, the add button, the side menu and Settings, and what each is for. 4 min read
- How to add a lead in the Leadnote app Add a lead from your phone with the full form, Quick add, phone contacts, a .vcf file or a business card. See required fields, offline use and duplicate checks. 4 min read
- Search, filter and bulk edit leads in the Leadnote app Find leads fast in the Leadnote app with search, sorting and filters, then select several leads to assign, move, favourite, update qualifiers or delete them. 4 min read
- Set follow-ups and to-dos in the Leadnote app Schedule a follow-up for a lead, repeat it, mark it done with an outcome, and keep a to-do list with priorities, reminders and due dates in the Leadnote app. 5 min read
- Call, WhatsApp, text and email a lead from the app Reach a lead from the Leadnote app in one tap: open the dialer, WhatsApp, text or email with a ready template, and see each contact logged on the lead. 4 min read
- Check in and check out at lead visits in the app Record a field visit in the Leadnote app with check-in and check-out, see leads and colleagues on the map, and learn how your location is used and when. 4 min read
- Leadnote app notifications and follow-up reminders Understand the Notifications tab and the reminders that ring for follow-ups and to-dos, and fix missing reminders with the phone checks Leadnote recommends. 4 min read
- Change the Leadnote app language, including Arabic Switch the Leadnote app between eight languages including Arabic with right-to-left layout. See where to change it, what it affects and what stays as typed. 4 min read
- Leadnote app permissions explained: what and why See which Android permissions the Leadnote app asks for (notifications, contacts, location, microphone), when, what it never asks for, and how to change them. 4 min read
- Sign out of the Leadnote app and delete your account How to log out of the Leadnote app, sign out other devices, change your password and delete your own account or organisation, with what is removed and kept. 4 min read
Browse by topic
- Getting started Create your Leadnote account, find your way around, set up your organisation, use Leadnote AI and bring in your first leads. 10 articles
- Sales and invoicing Set up your product catalogue, then send quotes, take sales orders, issue invoices with GST or other taxes and record payments. 13 articles
- Leads Add, find, qualify, assign, import, export and clean up leads and customers in Leadnote. 18 articles
- Team and permissions Add users, choose roles, organise teams, control who sees which leads and hand out new leads fairly. 9 articles
- Follow-ups and tasks Schedule follow-ups, get reminded, clear overdue work, plan with the calendar and manage to-dos so no lead goes quiet. 10 articles
- Integrations Bring leads in from forms, portals, IndiaMART and other tools, and send data out through the API, webhooks, Zapier and exports. 10 articles
- Lists and lead capture Organise leads into lists, then fill them automatically with forms, landing pages, QR codes, business cards and contact imports. 15 articles
- Messaging Connect email, SMS and WhatsApp, write templates, run campaigns, and track delivery, limits and unsubscribes. 9 articles
- Reports Read the dashboard, activity and team reports, analyse your leads, and export or print the results. 8 articles
- Settings and billing Set up your organisation, lead stages, sources, tags and custom fields, working hours, and manage your plan, payments and invoices. 9 articles
- Security and privacy Protect your Leadnote account with two-factor authentication, manage sessions and passwords, read the audit log, export your data and understand how deletion works. 9 articles
- Troubleshooting Symptom-first fixes for sign-in problems, missing emails, mobile sync, imports, duplicates, permissions, messages, lead capture, plans and support. 10 articles