Get onboarded & unlock the full potential of the Lead Tech CRM with this simple but effective training library.
Learn how to view information about your leads.
Learn how to create tasks and notes.
Learn how to call, text, and email.
Learn how to view information about your leads.
Learn how to create tasks and notes.
Learn how to call, text, and email.
Learn how your "call agent when they get a new lead" automation works.
Learn how your "missed call workflow" automation works.
Learn how your leads will automatically be moved throughout the pipeline to keep you organized.
Understand the difference between live transfers and regular leads, and learn how to connect with live transfers and leads.
Choose a cadence to call your leads.
Understand the importance of "time to lead".
Make sure to always double dial your leads.
Customize your pipeline stages.
Understand the current automations in the pipeline.
Learn to move leads through the pipeline by adjusting the stage.
Make a habit of "cleaning" your CRM on a daily basis.
Configure your calendar availability.
Get the calendar booking link for sending to prospects.
See how to create & view appointments on your calendar.