We are committed to providing our Associates with quality resources in a simple and easy to use format on the Prospect by LegalShield mobile app.
Originally, Associates had hundreds of resources to choose from which was often overwhelming and difficult to navigate. Now ideal resources have been identified using data analysis and a thorough audit of product content.
With the simplified mobile app experience, we understand that there may be instances when you need additional resources.
Did you know that you can easily customize your PBLS app with additional resources as needed to meet your prospecting needs?
To add additional resources to your PBLS mobile app:
- Log in to your account on the web.
- Go to Resources
- Click on the button in the upper right for "Resources for App"
- The below screen will pop-up:
- To add Resources, click on the '+' symbol next to items in the left column or click on 'Add All' to add all available Resources to your App.
- To remove Resources, click on the '-' symbol next to items in the right column or click 'Remove All' to remove all Resources from your App.
- Click 'save and close' and you will be back to the Resources dashboard.
- Once you are done, please log out and log back in for the Resources to show up.
Related Article: How do I add Campaigns to my mobile App?
Please sign in to leave a comment.