Welcome to Your Local Lead Center!

It's absolutely Imperative that you and your team go through these training's below so you can have success with this campaign. If you don't, you won't. We promise it will be worth your time.

1. Welcome To Your Dashboard

Start Here: Get a high-level overview of your Local Lead Center account. Watch this video first before moving on to the next section.

2. Conversations

Power up your prospecting by bringing all conversations with new leads and prospects into one place!

3. Opportunities

Learn more about managing your sales pipeline using Opportunities inside your Local Lead Center.

4. Manage Your Calendar

Simplify your booking process using our automated appointment scheduling features.

5. New Leads & Abandoned Leads

Watch this video to get an idea of what happens after you get a new lead.


View the default New Lead Welcome Workflow.

6. Booked Intro & No Show Workflows

Watch this video to get an idea of what happens when someone books an appointment and what to do when there's one of those dreaded No Shows.


View the default Intro Reminder Workflow

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