Onboarding & Set up
Get your business set up on the platform!
Welcome
Welcome to Lead Savage. This is a brief overview of the platform to give you a basic understanding of where things are!
Business Set up
Getting your business set up accurately on the platform is very import as we proceed through the setup process. You'll need all of your business information including your federal EIN number
Integrations
Next we'll integrate all of your social media accounts, ad ad accounts, payment gateways and more.
Add A Phone Number
On the platform, when sending out text messages or ringless voicemails, you'll need to add a phone number. In this video, we show you how to add a phone number and navigate the settings!
Trust Center/A2P Registration
Get your business approved to send texts!
Adding Users & Restricting Access
As you dive in, you may want to add additional users onto your account such as your sales team, customer support etc. Here's how to add users and restrict their access.
Adding Users to a Calendar
Get your online booking setup by adding users and staff to booking and consultation calendars.
Social Planner Setup
Integrate all of your social media accounts to be able to post content to all channels with ease.
Add A Domain
With our platform you may want to build websites or funnels in our builder. In order to launch, you'll want to connect those to a domain name. In this video we show how to link your domains to our application and connect!
The Unsubscribe Process
This step is crucial to making sure that you are CANSPAM compliant and in line wiht current Google and Yahoo policies as of February 2024
Downloading the Mobile App
Download the mobile app so you have instant access to leads while on the go
Mobile App Overview
Understanding how to navigate and use the Lead Connector mobile app. Always have the power Lead Savage with you not matter where you are!
