Welcome To Connect My Leads! 

                       

We are so thrilled to have you here! 

                       

By now, you should have received your login to your Connect My Leads CRM, your login to your Connect My Leads Training Membership (keep in mind, these are two separate logins), filled out your intake form and have been scheduled for your intake call with our team. 

                       

For the next 30 days, you will be sent an email with a new "How To" to help you navigate through the Connect My Leads CRM. We want you to take advantage of and maximize on all the amazing features this CRM has to offer. 

                       

Keep in mind, you will have unlimited support through our Private Facebook Group. Post your questions inside there and one of our account managers will be more than happy to assist you. 


            
 



                
                    
                        

QUICK START GUIDE 

                       

In today's training, we are going to walk you through how to get your first campaign launched! 

                       

First, we'll want to make sure your information is updated. In the navigation bar on the left hand side, click on Settings. Inside Settings, you will be taken to the Company tab. Here is where all of your company information is. Be sure everything is filled out correctly. 


                
            
                              

Second, go to the Team Management tab. Here is where your login was created. Click on edit next to your name, and be sure everything is filled out; including your email signature. This is important as this is the information that will be used inside your campaign if you make yourself a user. We'll go over more about that in a bit. 

                                                        


            
                        

You'll next want to head over to Phone Numbers and assign yourself a number. Click on the "Add Number" button on the right hand side of the screen, select your country and your area code... then choose from one of the following options. This number will be shown for all outbound calls and text messages. 

                       

Once you select a phone number, add in a call forwarding number. You have the ability to toggle on or off the Enable Call Recording feature and the Enable Call Recording Message. If you enable these features, you can listen to your records in the Phone Calls tab in the navigation bar. 

                    


                        

Be sure to click save before moving on. 



            
                
                    
                        

UPLOADING CONTACTS 

                       

Once you have your information updated inside the Settings tab of your Connect My Leads account, you'll need to upload your contacts. 

            

Go back to the navigation bar on the left hand side and click on Contacts. A drop down will appear and you'll need to select Contacts once more. 

                       

Inside here is where you will be able to view all your contacts inside the CRM. You are able to search your contacts by name, email, phone number, or by the tag you've assigned to them. 

                       

You also have the ability to view your contacts in alphabetical order or by the date you uploaded them. 





            
                
When you're ready to start importing your contacts, click on "Add Contact" on the right hand side. You are able to add in a single contact at a time or import a bulk of contacts at once. For today's training purposed, we are going to walk you through how to import a bulk of contacts.           
             

Step 1: Upload Document (be sure your file is in a .CSV format) 

                                    


                         
                        

Step 2: Map Fields 

                
                    

TIP: If your document has a field on it that we don't have pre-programed into the software, you can create a Custom Field inside your account. 

                    

                
                    
            
    

How To Create A Custom Field: 

                       

Step 1: Go to settings
Step 2: In the tabs at the top, select Custom Fields
Step 3: Click Add Custom Field
Step 4: Select the appropriate type of field
Step 5: Name your field and Placeholder (this should be the same) 

Step 6: Save 

                       

Step 3: Confirm Mappings (this is an example of what is being pulled over into the CRM. You can click on "Another Sample" to view another contact from your database. 

                    
                
            



Step 4: Select Duplicate Strategy (choose how you would like to handle any duplicates)




Step 5: Add Tags (keep in mind you must see a blue bubble with the tag name underneath the "Add Tags" box.  Example shown below.





Click Done and your contacts will import into the software.





INSIDE YOUR CAMPAIGNS



Once your contacts have been imported into the software, go back to the navigation bar and click on Marketing.  When the drop down appears, click on Campaigns. 


Inside here you will find all of your pre-loaded campaigns that we have built for you.  Go through the campaigns and select the one you want to launch.


Of course at anytime, you can create your own campaign by clicking on the "Create Campaign" button in the upper right hand corner.


Once you have selected your campaign you're wanting to launch, you'll see all the pre-loaded sequences inside the campaign.