Getting Started - LeadSoft Quickstart Guide.

The purpose of this guide is to get you started with Leadsoft.

The first thing you'll want to do when you get started on LeadSoft is set up your business profile, email address/phone number, invite your teammates, etc.

You know, the basics of actually getting on the platform - this guide goes into detail about how you can set up your business account and invite your staff.

Getting Started - Update your Business Profile

When you first get started with LeadSoft, you’ll want to make sure you update your basic business profile. The most important info you’ll absolutely want to make sure you’re filling out is the Text Back Response, Friendly Business Name. The Text Back Response is an automated text message that goes

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Once you've got everything set up, you'll want to familiarize yourself with our contacts and opportunities section and set up your first sales pipeline.

Don't worry, it's a lot quicker than you think!

Contacts and Opportunities - The backbone of tracking and working your leads.

One of the most important functions of LeadSoft is store and organize your contact data - and to do so in a way that makes it easy to coordinate follow up actions, keep track of conversations, and react to things like claims and renewals from start to finish without dropping

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Once you've got your contacts loaded and your sales strategy laid out, it's time to get to work. That's where tasks and conversations come in. This guide will help you make sure you don't drop the ball on any of your customers or warm leads.

Tasks And Conversations - Staying on top of your activities.

💡Did you know? A 5% increase in customer retention results in a profit increase of 25% to 95%, with 65% of a company’s purchases coming from returning customers. No matter what you do, being able to respond to your leads and customers in a timely manner - and following

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Finally, if you want to increase the personal touch a little bit and send out emails from your own email address and domain, you'll need to hook up your domain to Leadsoft.

Once you've connected your domain, you should be able to start sending email from Leadsoft using any email at that domain - so you should only have to do this once unless you change your email domain.

Adding a custom domain to Leadsoft.

Connecting your domain to Leadsoft using LeadConnector is a simple process that can be completed in just a few steps. Step 1: Buy a domain from your favorite provider like Godaddy or Namecheap. Step 2: Set up your domain in LeadConnector Once you have created an account with Leadsoft, you

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Finally, you're going to want to set up your Leadsoft Phone Number.

Your Leadsoft phone number can be used to send texts and make calls from your browser, track inbound calls directly through your CRM, automate your text messages, and even powerdial your leads.

Leadsoft Phone System 101

As a professional who’s constantly juggling client management, marketing efforts, and staying on top of industry trends, it’s tough to find time to embrace new technologies. But worry not – we’re here to help you set up your phone system, SMS/call automations, and autodialer using LeadSoft. This 30,…

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You'll notice that Leadsoft supports both Email and Phone (as well as a LinkedIn integration that is coming soon) - all of those services are connected in one channel so you can keep track of your conversations whether they are happening by email, phone, or text.

That should be more than enough to get you started - and if you have any questions, don't hesitate to reach out!