Mobile App
18 articles77 explained images
How to Use Invoices in the Mobile App
We're thrilled to announce our latest update to Invoices on the mobile app - a brand new flow! Subaccount admins and users can now create invoices either from the dedicated Invoices section or from the Point-of-Sale…
4 min7Media Library – Mobile App
Managing media across conversations, contracts, social planning, and other business operations often becomes challenging when files are scattered across devices or apps. The Media Library in the GHL Customer Care mobile…
2 min2Social Planner for the GHL Customer Care Mobile App v3.88.1 (and higher)
We're thrilled to announce our latest addition to the Mobile App - the launch of the much awaited Social Planner on the mobile app! Connect your favourite social accounts, create and customize posts across different…
3 min10How to Use Media Optimization and Watermarking in the Mobile Social Planner
This article will show you how to streamline mobile social media publishing using two new features — Media Optimization and Watermarking — now available in the GHL Customer Care and LeadConnector mobile apps. These tools…
3 minHow to Use the Business Card Scanner in the Mobile App
We're thrilled to announce our latest update to our GHL Customer Care and LeadConnector Mobile Apps - Business Card Scanner. Sub-account admins and users can now scan a business card to create a new contact. This update…
2 min2How to Switch Contacts and Use Custom Values in the Mobile App Calendar
TABLE OF CONTENTS What’s New Why it Matters We’re thrilled to announce our latest update to calendars on the mobile app. Custom values are now supported within the Custom meeting location field. Subaccount admins and…
1 min2Multiple Calendar Views in Mobile App
You can link the schedules of multiple users, calendars, or groups under one single mobile calendar view. Select multiple users - You can view the schedules of multiple users. Select multiple calendars - You can view…
1 min3Share Calendar Links from Mobile App
You can share the links of your calendars to potential leads and customers. Links to all the calendars under a particular subaccount can be accessed from the calendars page. You can choose to share a scheduling link…
1 min3Custom Conversation Providers in Mobile App
The mobile app conversations tab supports communication with customers on custom channels that can be integrated from the App Marketplace. Y ou can have conversations with your leads and customers across any channel…
2 min10Local Presence Dialing in the Mobile App
Reach more leads and boost answer rates by making every outbound call look local. Local Presence Dialing on the GHL Customer Care mobile app automatically picks a phone number that matches (or is closest to) your…
4 min2Spam Tagging on Mobile
Stay focused and minimize interruptions with Spam Tagging for mobile. This feature automatically flags suspicious calls with a clear “Spam Likely” label, helping you and your team avoid distractions and maintain…
2 min4How to Use Mobile App DND in Contacts
This article will walk you through the newly enhanced DND (Do Not Disturb) features available in the GHL Customer Care mobile app. These updates simplify contact blocking with just a tap — directly from call screens…
3 minMobile App - Inbound Call Transfer
This article explains how to use the new Inbound Call Transfer feature on the GHL Customer Care mobile app. You can now seamlessly transfer incoming calls to other team members, choose between warm or blind transfer…
3 min3Documents and Files in the Mobile App
This article will show you how to streamline your document management using the new Docs and Files tab inside contact records! Upload, send, and track files like contracts, estimates, and invoices — all in one place…
3 minOutbound Calling Using the GHL Customer Care Mobile App
The mobile calling experience goes beyond just “Hello.” Whether you’re speaking to a lead, a client, or a teammate, everything you need to take action is now just a tap away. From scheduling follow-ups to logging call…
5 min12Unified Contacts Workspace in Mobile App
Say hello to the Unified Contact Workspace for the GHL Customer Care mobile app. The Contacts Workspace pulls every detail, task, note, and activity feed for a contact onto one clean screen, adds long-press…
3 min2Custom Module Links with Role & Account-Based Visibility
Custom Module Links in GHL Customer Care’s Whitelabel Customizer now offer advanced control over who can see specific navigation links and where they appear. By combining role-based visibility with account targeting…
3 min7Manage Service v2 Appointments in the Mobile App
Managing Service v2 appointments from the mobile app helps your team make quick booking updates without switching to desktop. You can edit, reschedule, duplicate, or delete Service Calendar v2 appointments directly…
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