Lead Tech CRM Training

Get onboarded & unlock the full potential of the Lead Tech CRM with this simple but effective training library.

Getting Set Up

1. Set Up Your CRM Phone Number

Video Overview

  • Buy phone number (settings → phone numbers).

  • Setup call forwarding to your personal number and configure whisper message.

  • Setup voicemail.

  • Understanding your wallet balance & how to add credits.

2. Set Up A2P To Enable Texting

Video Overview

  • Fill out all the correct business information.

  • Purchase a phone number for your CRM.

  • Copy the A2P website and CRM phone number in another window so you can copy and paste easily.

  • Apply for A2P as a sole proprietor.