Welcome to Your LeadDec Onboarding
Congratulations on taking a significant step towards streamlining your marketing and sales efforts with LeadDec. In this guide, we'll walk you through initial setup tasks, including configuring your business information, adding team members, and understanding pipeline creation. Let's get started!
Setting Up Your Business Information
Accessing Your Settings: On the left-hand side menu, click on "Settings" to begin personalizing your LeadDec account with your business details.
Adding Your Logo and Company Information: Easily update your logo by clicking the "Change" button and selecting an appropriate image. Fill out your company's name, email address, phone number, website address, and physical address. This information is crucial as it will be utilized across various aspects of your LeadDec account.
Locating Your API Key
Your API key is essential for certain integrations and functionalities. You can find it within the "Settings" section:
Click on the API key area to copy it to your clipboard. Important: Avoid pressing "Regenerate Keys" unless specifically instructed, as it will invalidate the existing key utilized in other integrations.
Adding Your Team Members
Building a solid team within LeadDec allows for a collaborative approach to managing leads and tasks:
Under "Settings", navigate to "Staff" and click on "Add Employee".
Fill in the essential details for each team member, including name, email, phone number, and set an initial password.
User Permissions: Tailor access for each team member by selecting appropriate permissions, ensuring staff members can only access areas relevant to their role.
User Roles: Assign roles (Admin or User) based on the level of control and access needed.
Customizing User Availability
Set up working hours for each team member to align with your business hours, ensuring the calendar reflects their actual availability for consultations or appointments.
Understanding and Setting Up Pipelines
Pipelines are critical for tracking the journey of your leads from initial contact to conversion:
Access the "Pipelines" section within "Settings" to modify existing stages or create new pipelines tailored to different processes, like sales or member onboarding.
Next Steps
You've now configured the essential elements of your LeadDec account! Next, we'll explore more advanced features such as funnel creation, automation setup, and diving deeper into marketing strategies to maximize your ROI.
Remember, whether you're setting up your account for the first time or scaling your existing setup, our live chat support and active Facebook group are here to assist. Join the conversation and share your journey with a community of like-minded professionals.
Welcome aboard, and here's to your success with LeadDec!