What's the difference between the desktop dashboard and the Lead Connector app?

The desktop browser version gives you the complete RootLogic experience — the full pipeline board, the calendar booking flow, reporting dashboards, contact records with all history, and the ability to do anything in the system. This is where you should handle anything that involves making decisions about a lead, booking an appointment, or writing notes after a call.

Lead Connector on your phone shows your conversations inbox, a simplified pipeline view, and basic contact info. It's great for responding to an inbound text quickly or checking if a new lead just came in while you're away from your desk. The app doesn't give you the full functionality of desktop — some actions and settings are unavailable or harder to navigate on mobile.

Use desktop for: booking consult appointments through the calendar flow (critical — do not drag pipeline cards on mobile either), writing detailed notes after calls, running reports, managing settings, reviewing a lead's full history before calling, and any multi-step pipeline work. The calendar booking flow that triggers automations only works reliably on desktop.

Use the app for: receiving new-lead push notifications the moment a lead comes in, sending a quick "On my way to call you" text if you're stepping away from your desk, and reviewing a contact's phone number before calling back from your cell. Think of it as your alert system and quick-reply tool, not your main workspace.