Lead Liaison is a software platform designed to help sales and marketers reach their goals. The platform offers tracking, automation, nurturing, and a host of other capabilities to get the job done.
- 30 Day Plan for Success
- Lead Liaison 101
- Navigation Menu
- On-Boarding Process
- Quick Setup
- Setting up a New Account
What to do First
Login to Lead Liaison at https://app.leadliaison.com. The first thing you will see is a Getting Started wizard. Once each item is completed the system will place a checkmark next to each item indicating it's completed. A Completeness bar resides at the top of each section indicating the progress made configuring your account. Complete all steps of the wizard until the Completeness bar reaches 100% for each respective section.
Administrators will see sections that standard users may not, for example, the IT section.
- If a "Mark as Complete" button appears on hover the item can be manually completed. Click the button to manually complete the item.
- Some items will have a "Video" button, click the button to watch a video tutorial on the item.
- Click anywhere on the item to complete it.