Lead Boss

Information We Collect

Lead Boss is designed to help users manage leads, follow-ups, and related business activity. Information processed by the App may include:

• Names, phone numbers (including an optional separate WhatsApp number), email addresses, cities, and addresses
• Notes, lead status, prospect stage, and lead details
• Partner card information entered or pasted by the user, such as names, phone numbers, emails, Partner.Co IDs, ranks, status, sponsor, enrollment date, order date, volume, follow-up details, notes, and copied back-office text
• Partner Broadcast audience selections, personalized SMS message text, and send/skip queue status created during a user-started Broadcast session
• Appointment and follow-up reminder information
• Links entered or created through the app, such as Facebook, Messenger, WhatsApp, Instagram, Threads, TikTok, Calendly, Zoom, Google Sheets, calendar, product, and event links
• Images selected by the user for screenshot scanning, Facebook profile scanning, or business card scanning
• Contact information selected by the user from their device contacts
• Google account information used for optional Google Sheets and Google Calendar connections, such as the connected account email address, selected calendar, and appointment calendar sync details
• Business setup information entered by the user, such as owner name, owner email, N Number, and optional back-office shortcut credentials
• App settings, script templates, custom messages, and preferences entered by the user
• Purchase and access information processed through Apple and RevenueCat, including a generated app-user identifier, purchased products, transaction and purchase history, and subscription or entitlement status

Lead and business information is generally entered or selected voluntarily by the user. Purchase and access information may also be processed automatically when the App checks access, including when the App opens.

How We Use Information

Lead Boss uses information to provide and support the App's features and functionality, including:

• Storing and organizing leads and partner cards
• Managing follow-up activities and reminders
• Scanning screenshots, profile images, and business cards to extract text
• Letting users select phone numbers from their contacts
• Opening phone, SMS, email, social profile, Messenger, WhatsApp, calendar, Calendly, Zoom, retail website, and event links when the user taps those actions
• Preparing user-controlled Partner Broadcast queues where selected Partner Cards open one at a time in the device SMS composer for user review and manual sending
• Creating CSV exports or share-sheet files when the user chooses to export leads
• Connecting a user's Google account for optional Google Sheets sync
• Creating a Lead Boss Google Sheet when the user chooses optional Google Sheets sync
• Writing lead and partner card data to the specific Google Sheet created for Lead Boss sync
• Connecting a user's Google account for optional Google Calendar appointment sync
• Listing calendars so the user can choose an appointment calendar, checking availability for scheduling conflicts, and creating, updating, or deleting busy calendar events tied to Lead Boss appointments
• Saving user settings, templates, and preferences
• Validating purchases, checking subscription and lifetime access, restoring purchases, and reviewing purchase history and subscription activity to operate the service and provide access support

Local Storage on Device

Lead Boss stores lead records, partner card records, settings, templates, and other app data locally on the user's device. Certain sensitive settings and credentials, such as the OCR key, Google connection details, and optional back-office shortcut credentials, may be stored using secure storage available on the device.

Third-Party Services

Lead Boss uses third-party services to provide app functionality, including automatic purchase and access checks. Optional scanning, Google connections, messaging, and sharing features are used when the user chooses them.

Data Sharing

Lead Boss shares information with service providers as needed for app access and user-selected features, including:

• Processing purchase, transaction, app-user identifier, and subscription or entitlement information through Apple and RevenueCat for purchase validation, access checks, restoration, and service support
• Sending selected images to OCR.Space for OCR processing
• Sending authorized lead and partner card data to Google services when the user connects optional Google Sheets sync and chooses to sync data to the specific Google Sheet created through Lead Boss
• Sending appointment timing and related appointment details to Google Calendar when the user connects optional Google Calendar appointment sync and chooses a calendar for Lead Boss appointments
• Passing selected Partner Broadcast phone numbers and message text to the device SMS composer when the user taps to open the text composer
• Passing selected links, message text, CSV exports, or contact actions to device apps or third-party services when the user taps an action that opens or shares that information
• Passing the selected phone number in a WhatsApp conversation link when the user taps the WhatsApp action
• Using Facebook, Messenger, DuckDuckGo, ResearchDrops, or public web requests when needed for user-requested profile, messaging, or event lookup features

Contacts Permission

If the user grants access to Contacts, Lead Boss uses that access only to help the user select contact information, such as a phone number, for a lead. Contacts are not used for advertising or tracking.

Notifications

If the user enables notifications, Lead Boss may schedule local reminders for follow-ups and appointments. Notification content is used only to remind the user about their leads and activities.

Data Retention

Locally stored information remains on the user's device until the user deletes it, removes the app, or resets saved app data. CSV export files created by the user may remain wherever the user saves or shares them. Partner Broadcast queue details are used during the Broadcast workflow, while actual SMS delivery and message history are controlled by the user's device Messages app, carrier, and recipients. If the user enables optional Google Sheets sync, synced lead and partner card data may also remain in the Google Sheet created through Lead Boss until the user edits or deletes it there. If the user enables optional Google Calendar appointment sync, mirrored calendar events and related event metadata may remain in the selected Google Calendar until the user edits or deletes them there or clears/disconnects the appointment connection in Lead Boss.

Purchase and subscription records held by Apple and RevenueCat are separate from lead data stored on the device and may be retained under their applicable policies and legal obligations. Deleting local app data or uninstalling Lead Boss does not cancel an Apple subscription or necessarily delete purchase records. Apple subscriptions can be managed or canceled in the user's Apple account subscription settings. Messages sent through WhatsApp, Messenger, or other external services remain subject to those services' retention and deletion controls.

Security

We take reasonable measures to protect information handled by the App. However, no method of storage or transmission is completely secure, and users are responsible for protecting access to their own devices and accounts.

Age Requirement

Lead Boss is not directed to children. We do not knowingly collect personal information from children.

Google API Services Disclosure

Lead Boss's use and transfer of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. If we make changes, we will update the Effective Date above.

Contact

If you have questions about this Privacy Policy, you may contact: