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Integrations

Leadsoft Pipeline

  • Ryan Matonis

Ryan Matonis

27 Jul 2023

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How to Upload And Assign Contacts to a Workflow

How to Upload And Assign Contacts to a Workflow

In this video, I will guide you through the process of uploading a list of contacts and assigning them to a workflow. I will show you step-by-step how to upload the file, map the fields, and provide specific details for the import. By the end of the video, you will
16 Nov 2023
Live Auto-Dialer Personalized Training for Insurance Agency

Live Auto-Dialer Personalized Training for Insurance Agency

In this video, I will explain how to use the Auto Dialer system for a local insurance agency that purchased a list from All Web Leads and uploaded it into LeadSoft to make phone calls and send automated personalized text messages. I will show you how to update and manage
02 Nov 2023 1 min read
Creating Custom Fields Tutorial

Creating Custom Fields Tutorial

In this video, I will guide you through creating custom fields. I will show you how to access the settings and navigate to the custom fields section. Then, I will demonstrate how to add a field and choose the appropriate options, such as single line, drop-downs, and checkboxes. Finally, I
31 Oct 2023
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