Your first 15 minutes, start to finish. Follow these 5 steps and you'll be set up and ready to handle leads.
Your login lives at app.leadpace.ca · Stuck? Email neema@megafon.ca
Check your inbox for an email from LeadPace inviting you to set up your account. Click the link inside and choose a password. That's your login created.
Go to app.leadpace.ca and sign in with the email and password you just set. Bookmark this page, it's your home base for every lead.
Leads come in all day, so install the app and you'll get a notification the second one arrives.
When you log in, here are the four places you'll actually use, all in the left-hand menu:
The one to watch is the "New Lead" column on the Opportunities board. That's your priority list every time you log in.
That's the setup done. Now the important part: exactly what to do when a lead comes in, the talk tracks to use, and your daily routine. It's all in your Front Desk Team Guide. Open it and bookmark it, that's the page your team will live in every day.
Open the Front Desk Team Guide ↗