1Find Demo mode
Tap your picture in the top right corner. The menu has a switch called Demo mode.
This is the practice room
It’s the safest thing in the app. Nothing you do in Demo mode reaches a real person, and you can leave at any moment.
2You’re in the demo
Turn it on and an orange band appears across the top of every screen.
The band is your seatbelt
While it’s showing, every name, lead and meeting you can see is invented. “Back to my account” returns you to the real world instantly.
3Find the right person
Tap Members. You get the roster — everyone’s name, business, and what they do.
This is where you go when a customer says “do you know a good electrician?” Search by name, business or category.
4Share a lead
Every member’s card has a Share a lead button. That is the whole mechanism — you send it to a person, not into a system.
One button, one person
If you can’t find the button, you’re on the wrong screen: it lives on the Members tab, never on Leads.
5Fill in the form
Who is the customer, how do they reach them, and what do they need. Name and phone are required; everything else helps.
The details box earns its keep
A sentence of context — what they want, when, and how you know them — is the difference between a lead that closes and one that goes cold.
6Send it
Two checkboxes are worth reading. One says the lead is actually from you. The other says the customer is expecting a call.
“Expecting a call” matters
Check it only if you have actually told the customer someone will ring. A warm introduction is worth several cold ones.
7What you’ve sent
The Leads tab has two lists. “I shared” is everything you have given out, and what became of it.
You can see whether it was opened, what the recipient marked it, and how long it has been sitting there. So can they.
8A lead arrives
When somebody sends you business, a small orange dot appears on the Leads tab — and on the Leadswitch icon on your home screen.
Watch for the dot
So you don’t have to keep opening the app to check. Glance at your home screen: no dot, nothing waiting. The dot stays until you have opened what’s there.
9Open it
Tap the lead to open it out. The customer’s name, number, email and the story behind it are all here.
Then do the one thing that matters
Call them. Quickly. When you’re finished with it, tap “Mark as completed” — that’s what the person who sent it will be looking for. It can’t be undone, so leave it until you really are done.
10The reports
Tap Reports. Five of them, and the chapter picker at the top lets you look at any chapter, including this demo one.
Nobody types any of this in, and nothing is compiled overnight. Share a lead or mark an attendance and the reports show it immediately.
11Attendance
Who turned up, meeting by meeting — some chapters meet more than once a week. P for present, A for absent, V for vacation.
Turning up is the whole game
Business goes to the people in the room. Each member’s running percentage sits at the end of their row — the plainest number in Leadswitch.
12Know you’ll miss one?
Tap your picture, then Record vacation, and give it the dates you’ll be away.
Say so in advance
Those meetings show as V on the attendance report instead of counting against you. It takes ten seconds and it saves the captain chasing you.
13Leads shared
Who gave how much business, in which category, in which month.
Read it as a map of who is generous. An empty row is a conversation to have, not a punishment.
14Meeting roster
Who is speaking, and when. The next meeting is marked so nobody has to count forward.
Members rotate alphabetically, so your turn is predictable. As people join and others leave, the running order adjusts itself immediately — nobody maintains this list.
15Planets
The chapter as a solar system. Each sphere is a member; the bigger it is, the more business they have passed.
The one people stare at
Lines show who sends work to whom. Where the lines are thin, there is business waiting to be found.
16Back to the real world
Tap “Back to my account” in the orange band. Everything returns to your own account, exactly as you left it.
And it’s always there
Demo mode never goes away. Any time you want to try something before doing it for real, switch it on, have a play, switch it off.