Do the following steps to maximise the benefits from the Lead To Win! app.
- Setup the appropriate Accounts (via Settings, Contacts, Accounts) with which to synchronise your device’s contacts. A few examples of these accounts are Outlook, Gmail and Yahoo. NOTE: Once you start using the app, do not turn off contacts synchronisation with these accounts as the link to the Contacts database will be lost (Contacts IDs are re-created whenever accounts are synchronised).
- Define the set of Opportunities (Settings, Add and edit Opportunities) relevant and appropriate to your business/industry. Opportunities also drive the Dashboards.
- Purchase a subscription (Settings, Purchase Subscription) to get the full benefits from the app. A current subscription gives you a disruptive-free use of the app.
- Install updates as they become available to use new features and functionality.
- Send us an email at Support – Lead To Win!, if you have any question or to simply suggest how we can improve the app.
- Do not delete the app as this action will erase all of the Lead To Win’s data.
- Backup regularly using iTunes.