Text: Partner App To: 619-486-5559
(0:55) Stats Page - Learn how you can see the number of app installations, number of calculations scenarios, and scan documents.
(1:32) Sharing The App - Learn how to quickly and easily share the app with Prospects from the dashboard, ensuring they are connected to you.
(1:22) Contacts - How to customize your contact info, headshot, logo, your bio, & more. And how to access your Prospects & Clients status.
(0:40) Change Password - Learn how to change your password for security protection. The same password works from the dashboard & mobile.
(0:55) Sharing The App - How to quickly & easily share the app from your phone. The Prospect's name is required and a mobile number or email.
(1:04) Info Page - How to see and customize your information in the app. Your web-links, contact info, headshot, logo, & bio info.
(1:05) Getting Started / Sign-In - The step-by-step process on how to sign-in and get started with the app. How the verification codes work plus much more.
(0:58) Contacts - How to customize your contact info, headshot, logo, your bio, & more. And how to access your Prospects & Clients status.
Text: Partner App To: 619-486-5559
