LeadLenz Training Videos
Watch a brief overview of each part of the LeadLenz platform.
Getting Started
General CRM Overview
Settings: Profile
Settings: Company
Settings: Team Management
Settings: Integrations
Settings: Pipelines
Settings: Phone Numbers
Facebook Connectivity
Dashboard Overview
Conversations
Opportunities
Stripe Integration
Contacts & Smart Lists
The Dialer
Invoices - Overview
Instagram Direct Messaging
Marketing
Social Planner - Overview
Building Emails
Templates
Trigger Links
Video Component in the Email Builder
Calendars
Scheduling: Creating Calendars-I
Scheduling: Creating Calendars-II
Scheduling: Creating Calendars-III
Integrating Google Calendar
Add Payments to Appointments
Integrating Outlook Calendar
Zoom Integration
Automation
Triggers: Overview
Forms and Triggers
Appointments and Triggers
Campaigns
How to create an appointment reminder campaign
Triggering Actions with Trigger Links
Task Reminders with Triggers
Exporting Data With Zapier
Using The Positive Intent Trigger
Activate Google My Business Chat
Workflow Builder Overview
Workflow Builder - If/Else Condition
Workflow Builder - Wait Event
Workflow Builder - Go To Event
Sites
Funnel and Website Builder
Form Builder
Survey Builder
Add Chat Widget To Website
Memberships
Memberships: Site Setup
Membership: Product Setup
Memberships: Product Customization
Memberships: Product Content
Membership: Offers and Checkout
Contacts
Bulk Actions For Contacts
Attach Files To A Contact Record
Reporting
How to use Appointment Reporting
Settings
Setting Up Root Domains
Setting Up Sub-Domains
Setting up Shopify Integration
Small Call to Action Headline
Getting Started
Follow the steps below to get your account properly set up
- Getting Started
1.0 General CRM Overview
1.1 Settings: Profile
1.2 Settings: Company
1.3 Settings: Team Management
1.4 Settings: Integrations
1.5 Settings: Pipelines
1.6 Settings: Phone Numbers
1.7 Settings: Templates
1.8 Facebook Connectivity
1.9 Dashboard Overview
1.10 Conversations
1.11 Opportunities
1.12 Stripe Integration
1.13 Contacts & Smart Lists
1.14 The Dialer
1.15 Settings: Integrating Mailgun
1.16 Settings: Twilio Integration
2. Setting Up Your Profiles
3. Adding Users
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