App for Admins

Using the LeadConnector app

LeadConnector is a FREE app that gives JourneyCARE administrators access to many of the tools they use every day, right from their phone or tablet. Whether you're away from your desk, attending a conference, traveling, or simply responding after hours, the app helps you stay connected to your members and keep work moving.

The app is available for both iOS and Android and uses the same login credentials as your JourneyCARE account.

What Can You Do with the LeadConnector App?

While the desktop version of JourneyCARE offers the complete administrative experience, the mobile app includes many of the features administrators use most frequently.

Manage Conversations

One of the most popular uses for the app is keeping up with member communications.

Using the Conversations area, you can:

  • Read incoming text messages, emails, Facebook Messenger messages, live chat messages, and other supported communication channels

  • Reply directly from your phone

  • Send new messages to contacts

  • View the complete conversation history

  • Receive push notifications when new messages arrive (if enabled on your device)

This makes it easy to respond quickly, even when you're out of the office.

Look Up Contact Information

Need to find a member's phone number while attending an event? Looking up a sponsor's email before a meeting?

The Contacts section allows you to:

  • Search for contacts

  • View contact details

  • See tags and custom field information

  • Review notes and activities

  • View payment history and other recent interactions

  • Update contact information when needed

You can also quickly call, text, or email a contact with a single tap.

Take Payments

If your organization collects payments in person, the mobile app can be especially helpful.

Depending on your JourneyCARE configuration, you may be able to:

  • Collect payments

  • Generate payment links

  • Review invoices

  • View payment history

This is useful for memberships, event registrations, sponsorships, donations, or other transactions while you're meeting with members.

Stay on Top of Tasks

The app allows you to:

  • View assigned tasks

  • Create new tasks

  • Mark tasks complete

  • Assign tasks to team members (when permissions allow)

This is especially useful for following up on member requests while you're away from your computer.

Access Opportunities

Organizations that use Pipelines can:

  • View opportunities

  • Update opportunity stages

  • Review pipeline information

This allows sales, membership, or sponsorship teams to keep opportunities moving throughout the day.

Make and Receive Calls

If your organization uses JourneyCARE's phone system, the app allows you to make and receive business calls while maintaining your organization's phone presence.

During calls, you can also:

  • View the contact record

  • Take notes

  • Create follow-up tasks

  • Schedule appointments

  • Review payments

  • Transfer calls (if configured)

View Notifications

Receive notifications for important activity, including:

  • New messages

  • Assigned tasks

  • Appointments

  • Other activity based on your notification settings

New Mobile Experience

HighLevel continues to invest heavily in the mobile experience, and recent updates have introduced a faster, more modern interface with several productivity improvements.

Recent enhancements include:

  • Faster performance

  • Universal search across contacts, conversations, and opportunities

  • A redesigned home screen with quick actions

  • Improved navigation

  • Optional dark mode

  • AI-powered assistance for supported accounts

As the platform continues to evolve, additional desktop features are regularly added to the mobile app.

When Should You Use the Mobile App?

The LeadConnector app is ideal when you need to:

  • Respond to members while away from your desk

  • Look up contact information during meetings or events

  • Take payments on-site

  • Return calls quickly

  • Keep up with conversations after hours

  • Check your schedule while traveling

  • Complete quick administrative tasks without opening your laptop

Keep in Mind

The mobile app is designed to complement the desktop experience, not replace it.

For larger administrative tasks such as building automations, editing websites, creating forms, configuring workflows, or making major system changes, you'll still want to use the full JourneyCARE desktop application.

Think of LeadConnector as your "take JourneyCARE with you" companion, giving you quick access to the information and actions you need most while you're on the go.

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