Getting Started

• Setting Up Your Account
• Basic Settings
• Introduction to LeadCenter.AI
• Overview of the Leads Dashboard
• Introduction to Lead Management System (CRM)

Managing Users and Notifications

• Adding and Deleting Users
• Configuring Notifications

Configuring Email Settings

• Configuring Account Level General Email Account
• Configuring Personal Level Email Account 

Configuring Lead Capturing and Tracking

• Introduction to Mediums and Sources
• Setting Up Sources
• Configuring Email Redirect (Leads by Email)
• Configuring Call Redirect (Virtual Phone Number) to Capture Phone Leads
• Configuring Form Builder
• Configuring External Forms
• Configuring to capture leads through integration with Zapier

Configuring Lead Management

• Setting Up Lead Categories
• Setting Up Lead Stages
• Setting Up Custom Fields

Configuring Lead Engagement with Workflows

• Creating Email Templates
• Creating SMS Templates
• Setting Up Automated Actions
• Setting Up Manual Actions

Daily Management of Leads and Sales Engagement

• Searching Leads
• Adding Offline Lead
• Managing Leads
• Managing Appointments
• Managing Tasks
• Lead Intelligence
• Uploading Leads Via CSV
• Pushing Leads to Redtail as Contact
• Sending and Receiving SMS
• Sending and Receiving E-mails
• Pushing Leads through Zapier
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Using LeadCenter.AI for Marketing

• Downloading Leads to CSV (for further analysis)
• Lead Analytics

Building Forms

• Types of Forms
• How to Create and Build Forms
• Creating Customized Forms
• Add Forms to your Website

Getting Started

• Introduction to LeadCenter.ai Website Builder
• Domain Setup and DNS Records for your Website
• Website Themes: How to change your website template
• Customizing Website Header and Footer
• Website Pages: Adding and Deleting Pages to Your Website
• Menus: Adding, Deleting, and Organizing Menu Items in your Website
• Blog List: Manage Blog and Articles in Website
• Creating Landing Pages without Website Header and Footer

Page Designer Tool

• Introduction to Website Page Designer Tool

Advanced Styling, Coloring, and Typography

• Advanced Coloring
• Advanced Typography
• Advanced Styling

Advanced Coding for Developers

• Adding HTML and CSS Code to Website Pages

Configuring Calendars and Appointments

• Configuring Calendars and Appointments

Integration with Zapier to push leads to other CRM using Zapier

• Integration with Zapier Configuration

Integration with Redtail

• Pushing Contacts to Redtail
• Syncing LeadCenter.AI Calendars with Redtail Calendars