How to use Konvur
Clear, step-by-step guides for every feature — what each screen does, how to use it, and exactly which fields are required.
Getting Started
Create your account, sign in, and finish setting up your profile.
Create your account (Sign up)
Register with your name, email, password and mobile number, then pick your industry and specialisations.
Read guide →Log in
Sign in with your email and password, or with Google / Apple.
Read guide →Sign in with Google or Apple
One-tap sign-in. New accounts finish with a short profile step.
Read guide →Forgot / reset your password
Request a reset link by email, then set a new password.
Read guide →Complete your profile (Google / Apple users)
A one-time step after your first social sign-in.
Read guide →Your Home dashboard
Quick actions, your network at a glance, and recent leads — the first thing you see.
Read guide →Konvur Kompass — guided setup
A step-by-step assistant that walks you through setting up your profile, workspace and first records.
Read guide →Contacts
Your shared address book — one record per person, linked across leads, clients and connections.
Add or edit a contact
A name is the only requirement — everything else is optional.
Read guide →Contact detail — see every connection to a person
Tappable leads, clients, connections and tasks linked to this person, all in one screen.
Read guide →Add a contact from your phone's address book
Pull a name and number straight from your device contacts.
Read guide →Scan a visiting card
Photograph a business card — OCR fills in the name, company, email and mobile for you.
Read guide →Leads
Add, organise and work your leads — the heart of the app.
Add or edit a lead
Only a name and mobile number are required — everything else is optional.
Read guide →Working a lead (Lead Detail)
Call, message, log activities, add tasks and change status from one screen.
Read guide →Find leads — search, filter, sort & bulk actions
Search, smart views, filters, sorting, date ranges and multi-select.
Read guide →Status, follow-ups & re-contacts
How a lead's status is set — mostly automatically from its stage, plus the three you set by hand.
Read guide →Import a lead from your contacts
Pull a name and number straight from your phone's address book.
Read guide →Log activities & notes
Record calls, meetings, visits and notes against a lead.
Read guide →Tasks
Stay on top of follow-ups and to-dos with push reminders.
Clients
Track your converted clients and link them to leads and tasks.
Add or edit a client
Create a client record manually or by converting a lead.
Read guide →Browse and search clients
Search your client list and open a client's detail page.
Read guide →Convert a lead to a client
Promote a won lead into a client record in one tap.
Read guide →Link a client to a lead or task
Attach a client to any lead or task after the fact.
Read guide →Field Configuration (your dropdowns)
Where your lead types, stages, statuses, sources, campaigns, labels and task types are created and managed.
Networking & Digital Card
Your public profile, QR codes, the directory, connections and meetup logs.
Your public profile
Your shareable digital business card at konvur.app/u/your-username.
Read guide →Choose what's on your contact card
Control which details are saved when someone saves your card.
Read guide →Your QR codes
Two types: a timed Meetup QR for events, and a Permanent QR for business cards.
Read guide →Scan codes & browse the directory
Find other members and open profiles by scanning their QR.
Read guide →Log meetings & manage connections
Record where you met someone and keep a history of your connections.
Read guide →Manage your meetups
Create meetups, generate QR codes per event, and see everyone you connected with there.
Read guide →Invite friends
Share your personal referral link — see who's joined through it.
Read guide →Using Konvur on the web
Your public profile, the member directory and account settings — in your browser at konvur.app.
Account & Settings
Your profile, sign-in security, notifications, currency, industry, data export and account deletion.
Edit your profile
Update your name, photo, mobile and WhatsApp.
Read guide →Sign-in & Security
See connected sign-in methods, set or change your password, and disconnect Google/Apple.
Read guide →Create or change your password
Set a password so you can also sign in with email.
Read guide →Notification settings
Control task reminders, due alerts and your daily summary.
Read guide →Set your currency & display format
Pick the currency used for lead values and choose symbol or code display.
Read guide →Change your industry
Switch your industry to reset your pipeline with a new set of lead types, stages and sources.
Read guide →Bulk import contacts, leads or clients
Import a batch of contacts, leads or clients from a CSV file, reviewed row-by-row before anything is saved.
Read guide →Export your data
Download your leads, tasks and connections as CSV files.
Read guide →Delete your account
Schedule your account and all data for permanent removal, with a 30-day window to change your mind.
Read guide →Privacy & what admins can see
How your data is handled and what a super admin can and can't see.
Read guide →