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Convey: How do I add a prospect and additional recipients in the Convey mobile app?

  1. Login to the Convey by OneDay app on your mobile device
  2. On the home screen, tap the three lines in the top right corner
  3. Then, Tap Prospects
  4. In the top right corner, tap the plus sign (+). It is above the search bar, to the right of the Select Resident option
    • Now tap the button with the small plus sign that says “+ ADD PROSPECT”
      • Choose “Create new prospect” or “Add from contacts”
      • If you chose, “Create new prospect” enter the following information
        • First Name
        • Last name
        • Email/Phone #
      • Once you have entered the following information, tap “Done” in the upper right-hand corner of the screen (“Done” will turn green once all information is entered correctly)
      • If you choose, “Add from contacts” you’ll be able to access the contacts on your device. Select a person and then choose their phone or email to add to Convey; then tap “Add”
    •  Once a Prospect is added you will have the ability to “+ ADD ADDITIONAL RECIPIENT” 
      • Once you tap “+ADD ADDITIONAL RECIPIENT” you have three options 
      • Pick from Contacts - Same as above; choose someone from your device’s contact list
      • Add new contact by email - enter the following
          • First Name
          • Last Name
          • Email
            1. Add new contact by mobile # - enter the following
              • First Name
              • Last Name
              • Mobile #
          • Once you’ve added the Prospect and Additional Recipients, you can tap Next at the bottom of the screen to create a video or tap the X in the top left corner to return to your prospect list.