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  1. mTap Quick Start Guide
  2. mTap Pro Individual Onboarding (Mobile)

mTap Pro Individual Onboarding (Mobile)

Step-by-step guides for configuring and using the mTap mobile app for personal digital networking and contact management.

Use mTap Fully

  • User Guide: Understanding Contacts vs. Leads in the mTap Ecosystem
  • What Is mTap and How to Sign-Up For Your mTap Account?
  • How To Add the mTap App as a Widget on Your Phone
  • How to Activate mTap NFC Devices?
  • The Menu Tab: Introducing All Elements in The Menu Tab
  • How to Share Your mTap profile?

Profile Building

  • Creating Your mTap Profile: Choosing Layouts & Images
  • Creating Your Profile: Adding Content
  • Multiple Profile Creation And Usage

Management

  • How to use mTap Hub? Adding Contacts & Sending Follow-Up Messages
  • Working With Follow-Up Templates on mTap
  • Lead Management in mTap Hub Mobile

CRM

  • Salesforce Integration Mobile
  • Campaign Level Integration With Zoho CRM
  • HubSpot Integration Mobile
  • Redtail Integration Mobile
  • Zoho Integration Mobile
mTap Quick Start Guide
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