Marketing 360® Mobile App
Accept Payments using Tap to Pay in the Marketing 360® Mobile App
Learn how to use the Marketing 360® Mobile App + Payments to easily accept one-time payments using Tap to Pay. This allows you to take one-time payments via Apple Pay, digital wallets, or physical credit/debit cards that have contactless chips. ...
Charge a Customer From Their Contact Profile in the Marketing 360® Mobile App
The Marketing 360® Mobile App makes it easy to charge your existing CRM Contacts right from their Contact profile using the quick-action Charge button. Learn how! First, Navigate to the Contacts page by clicking on Contacts on the bottom navigation. ...
Enable Mobile Push Notifications on the Marketing 360® Mobile App
Enabling mobile push notifications can help you stay updated on important activity within your Marketing 360® Account. To set up Mobile Push Notifications, follow the steps below: Download the Marketing 360® Mobile App on the App Store or Google ...
Using the Mobile App Leads Inbox
The Marketing 360® Mobile App includes a Leads Inbox to help you manage your potential customers while you are on the go. Before you start, make sure you set up your tracking sources on a desktop computer. This includes your Call Tracking sources and ...
Marketing 360® Mobile App Settings Overview
The Marketing 360 Mobile App Settings page is where you can manage your Marketing 360® account details, switch accounts, log out of your account and more. App Settings How to Switch Accounts If you have multiple Marketing 360® accounts, you can ...
Manage your CRM Contacts in the Marketing 360® Mobile App
The Marketing 360® Mobile App helps you run your business on the go. With just a few taps, you can add new contacts, view profile details, and accept customer payments. Add a New Contact Open the app and go to the Contacts page. Tap the + (plus) sign ...
Import Your Phone's Contacts into the Marketing 360® CRM Using the Marketing 360 Mobile App
Quickly import all your phone’s contacts into the Marketing 360® Mobile App. Here’s how: Important Note: This will import all your phone’s contacts. Select the Contacts icon at the bottom of the page. Click on the overflow menu (the three vertical ...
How to Download the Marketing 360® Mobile App
To download the Marketing 360® Mobile App, visit the following links while on your mobile device. You must have an active Marketing 360 Account in order to use the Marketing 360® Mobile App. iOS: Download on the Apple App Store Android: Download on ...
Manage Tasks in the Marketing 360® Mobile App
The Marketing 360® Mobile App makes it easy to manage your contact’s tasks while you’re on the go. Quickly create a new task, edit an existing task, and mark tasks as complete using the Mobile App. Here’s how: Create a new task for a Contact: Click ...
Add Notes to Leads and Contacts using the Marketing 360® Mobile App
Easily add, view, and manage notes for Leads and Contacts using the Marketing 360® Mobile App. Notes can be an effective way to keep track of important Lead and Contact information such as customer preferences, notes from conversations, important ...