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. Not in a chapter yet? This tab shows “Find a chapter” instead — browse them, look at their reports, and ask to join. Or start your own.
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 call. A warm introduction is worth several cold ones.
7What you’ve sent
The Leads tab has “Shared with me” and “I shared”. “I shared” is everything you have given out, and what became of it. Captains get a third, “My chapter”, showing every lead their members have passed.
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.
10Back 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.