Onboarding Checklist

Learn how to set up a Google account in your CRM! Sign in to Google Click on the sign-in tab to connect your Google account. Enter your username and password and you will be redirected to the CRM.

Connect tab lets you connect your Facebook and Instagram to your CRM. When you have already connected your social account, this tab will let you deselect that social account from your CRM. If you see either FB or IG or both icons in a gray color that means it is not connected to your CRM

Stripe Integration If you currently accept payments using Stripe, you will be able to connect your account here. You can also see whether “live” mode and “test” mode are enabled. Stripe Live Mode Use “live” mode when you’re ready to start accepting real transactions from customers. Stripe Test Mode Use “test” mode when testing new

Connecting Outlook Scroll down to the Outlook calendar tab in the profile section of your CRM to link your outlook account to your CRM location. Click on the “Connect” tab to proceed ahead. Sign in to your Microsoft account Sign in to your Microsoft account with your login credentials, and allow Leadconnector to access your

Adding New Phone Numbers Lets you add a new phone number for your CRM location. Click the + Add Number button to begin adding new numbers to your account. Selecting Phone Number Clicking on + Add Number tab will open up a page where you will be prompted to take some actions. 1. Select the

Default provider Let’s you select the default email service provider in case if you have multiple email providers connected to SMTP. All new accounts will, by default, use Lead connector – Email, but a third-party SMTP provider can be integrated anytime. Edit Tab This tab lets you edit the selected email service provider. We will

Connecting Domains In this section, you can connect your website domains to your CRM which will give you the ability to build and manage your website directly inside your CRM! We strongly advise that you speak to your CRM administrator or a web developer before performing these actions. NOTE: Depending on your user permissions, you

Your Profile Here’s an overview of your account profile. Some of this is basic information, yet it’s critical so you can have a good foundation and be set up for success with using the system. Personal Information Upload your profile photo and change your personal contact information. Change/Update Password You can change or update your

NOTE: Depending on your user permissions, you may not have access to all of the components. Add New Users Click here to add new team members. Edit User Information You can add a personal logo for each user too. For each employee, fill out their basic information: Name, email, and phone number. You can also

​Although your CRM will automatically add contacts into your system whenever there is a text, call, Facebook message, or email communication created, you can manually add a new contact into your CRM with this button.When you click on the button, it directs you to the information page where you can input the contact details.​ Creating