Onboarding - Account Set Up for Success.
ACCOUNT SET UP AND WALK-THROUGH
WELCOME
We're exicted to have you! In this video will give you a quick overview before we begin your setup. Be sure to WATCH THIS FIRST!
company/billing/TEAM
Let's make sure your Business information, your company billing, and your team is all set up!
LOCAL PHONE NUMBER
How to select your local phone number using our LeadConnector phone system. Register your Brand and Standard Campaign to be A2P 10DLC compliant (Related to USA Mobile Phone Carrier Providers)
email set up
How to connect your email Google, Outlook, SMTP or other email services and how to add your own custom domain for bulk sending using our sofware.
Google Business
It's time to start tracking the phone calls, voice calls, and getting those reviews! Attach your Google Business Profile for Reporting, Messages, Call Tracking, & Start Requesting Google Reviews!
FACEBOOK/INSTAGRAM BUSINESS
Add your Facebook/Instagram Business Account to get all of your message in one single location. Check out Facebook Lead Ad where all your leads come right into the system.
SOCIAL PLANNER
Add Social Media Profiles for posting and scheduling your social media. Add your Google Business, Facebook, Instagram, Twitter, LinkedIn, and Personal TikTok (Business Coming Soon!)
MOBILE APP
Download our app and enage with your customers on the go! Easy to access your Contacts, Conversations, Opportunities, Calendar and more!
CONTACTS, CONVERSATIONS, OPPORTUNITIES
Let's get started working with your Contacts, Conversations, and Opportunities to begin to use your desktop and mobile app
Schedule Your Onboarding Set Up & Walk Through!
