Users' Starting Guide - LeadStrive

In this video I'll cover how to get started as a user on Leads Drive.

Welcome to Leads Drive.

first of all, the one thing you need to get done is to set up your profile correctly with all the things you need to properly use the system.

So first it's going to be very simple.

We're going to go to set up your profile here.

You can find this guide@leadsdrive.com users start.

This guide will walk you through everything you need to know one step at a time visually.

But I'll be walking you through it today.

When you first log in you might see a screen like Dashboard.

You might see Inbox or any other screens here.

When you first log in you might be greeted by the Dashboard view.

you might not see a lot of information there right now just because your account is brand new.

But in order to set up your profile, go down to Settings at the bottom left and you'll be at my profile here.

Just make sure your name, email, phone number are correct.

You can set an email signature here at this point as well and you can select to include the signature before quota texts and replies on the top right.

You have the ability to change your password.

we do recommend that you update your password at least once.

Coming down further, here's the calendar settings area and setting up the calendar is going to be very beneficial to you, especially if you're going to use the calendar feature for booking appointments and callbacks.

You can click Add New which will then present you with some different options depending what calendar that you use in your daily life.

For for work you can connect your Google Calendar, your Outlook Calendar icloud and calendly.

I typically have users that use Google Calendar.

You can click Connect which would then prompt you to log in to your Google Calendar account or simply your Google account.

I just opted out here.

But you'll be able to just log in on the pop up that you'll see and then be able to give permissions to your Google Calendar to share information with Leads Drive.

The reason we do that is if you were to connect with contacts within Leads Drive and you want to book calendar appointment with them on the fly without having to check your Google Calendar by enabling the connection.

It's a two way connection and it will just simply display to you the times that are available.

For more details on setting up your Google Calendar you can check this guide here.

Connecting a calendar to your profile.

Here we have very detailed step by step instructions.

Be sure to select the calendars that you want to connect to your account.

Once you have permission for Google to be connected, then you can come down here to Linked Calendar, select the calendar you allow Lead Strive to write events onto.

And then under Conflict Calendars you can select other calendars you might have on that Google account for Lead Strive to check for your availability.

Once you've done that, that is essentially all you need here.

But if you want to, you can also set your user availability at the bottom of the profile screen.

make sure the time zone is correct.

And for meeting location you You should probably put custom and you can put anything you need here, whether it's a specific phone number you want to share with your prospect when it is time for the meeting, or maybe even a zoom link, you can put that right here as well.

And down here are your available days and hours.

Now, going over how to manage a contact in Lead Strive is very helpful.

Let's go back to the main screen and here you'll see some items on the main menu.

Yours might differ, depends on the account that you are part of, but most of the time you will always have a contacts list and an inbox view.

Let's start with the contacts list.

When new leads come into your account and they are assigned to you, they'll be showing up under Contacts.

When you are at your contact screen you will see all of your leads from the most recent to the oldest down this list.

It's a table view that allows you to see real quick or their phone number, their email, the day they were created, and the time and any relevant tags that were applied to them.

By clicking into an individual lead you will see the Contacts details screen and here you'll be able to see everything that has to do with this person.

It's divided into three different sections.

On the left side you will have the contact information like their email, their phone number, date of birth and things like that.

Down below you find more additional information that would be nested in these subfolders.

If you come down here you'll see tags that have been applied to this person.

Tags will help you to organize the contacts and identify people and opportunities.

Are pipeline cards that are created per contact just to keep a organization on where they are in the process.

And we'll show that next.

Down at the bottom there's a DND section which stands for do not disturb.

If a contact responds to our automated text messaging and says stop for example, which is a Default opt out that they can use.

We automatically mark them as do not disturb on whichever channel that is like text or email, whatever that they respond on.

So that will help to stop any automation from actually going out on these communication channels.

If you wish you can put an X here, one click and save any changes you make.

And that will essentially put a block on any automation just to make sure nothing goes out if they didn't want anything.

In the middle of the screen you'll find the conversation view and this is also the status view as well.

As you notice that I made those changes here.

The status has updated here just to remind you what happened when.

But the conversations that you'll have, along with the automated messaging that goes out to these contacts will also show up on this screen.

Let me show you an example.

Here we have an example contact named Courtney.

You can see that her name is filled out, the email and phone number.

Once they have submitted a survey or their information we typically have an automated messaging that goes out to them on your behalf.

And so by default they get emails and text messages.

As you can see here.

This is a text message that reaches out to court and attempts to start a conversation.

and emails would show up as a bar like this which you can expand to be able to read the entire context of the email.

But text messages will show up as a blue bubble.

As you can see this is a test demo, contact.

So of course the email is invalid and so also the phone number is unsuccessful and the email also if you ever see these errors come up, the easiest way to tell why it happened is to hover hover over to the notifier icon here.

It will show you what happened there.

This is a demo account so we couldn't send this email and the text but that will be all you need to know in order to manage this conversation.

And as you can see the benefit of having everything in one place is that you can then come down to the bottom here and be able to communicate with the contact via this section below.

You can text them back by selecting SMS and type your message below.

Then hit Shift enter to send if you'd like to do that.

That would automatically send what you type or you can also click Send once you compose your message.

Also here is your email.

When you are logged in it will pre fill with your name and your email address and it will say the sending address for that contact as well, you just need to put in your subject and your email body and you'll be able to send it on the right hand side.

Now we have different tabs here.

It starts with the Activity tab.

By default the Activity tab will show you where the contact has been in the past and what actions they have taken.

For example, this person has filled out a survey along the way and typically you will need to know what information did they give to us so that you can start or continue the conversation once you talk to them.

By clicking on any survey or form that show up on this side, you'll be able to see the entire content of what they gave during that survey or that form completion.

Here you can see the survey submission details, they answered this to this question and so on.

With this information you'll be able to take on the conversation and pick up where they left off.

So, so that is essentially all you need there.

There are other tabs here like Tasks, which is where you can create reminders for yourself or Notes which are typically more often used where you can take notes for yourself about, about this contact if you need to remember in the future, you can have unlimited notes.

Appointments.

If you need to set an appointment for yourself with this person, you can do that inside the system.

You do not have to.

If you have a preferred system or another way that you'd like to book appointments, documents will be anything that they have, submitted, anything you want to attach just to save for this specific person and then associations.

This is something that's rarely used, but if they have any other data that you need to attach to them, it would be under associations.

I do want to bring your attention to the top bar here where you have multiple buttons along the way.

So these are to help you identify and organize your contacts.

If your contact has booked an appointment, marking them booked and turning on the light like so would essentially tag them as booked.

It will also stop automation from going out asking them when would be a good time to talk.

that's one way but with a light turned on like this, it will stay that way until you come back.

And you can manually toggle that off if you wanted to, but it will stay on until then.

You can also tag them as quoted if it's gone to a point where you've already helped them to pre qualify for whatever service that they've asked for.

You can also mark them as wrong number or disqualify if they happen to not be the right fit.

Or you can mark them as qualified, which will also mark them and Tag them.

It's important to know that these buttons also apply tags.

So when you mark them qualified, it will tag them as qualified.

That is something that you can search for and filter down on the main contacts list.

Under bot, this is a menu.

And by extend extending this menu, you can see there are multiple options by clicking either AI off or Stop Bot.

Those will put a stop to the automated follow up.

So if you need it to stop the follow up, which is something that's typical, for example, the system only takes care of what's happening inside here.

But if you happen to call the contact on your personal phone or your office phone, Lead strive is not going to be able to track that.

If you happen to get into contact with them, over a phone call, the only thing you need to do is jump back into Leads drive, find the contact and click Stop Bot within the bot folder here.

Once that's lit up, you'll know that the system will stop sending them information asking for a time to talk.

And the other items here, these are more for backend things.

this call count is just a reference note.

The advanced one is how you can delete a contact.

So this is a way for you to mark contact for deletion.

And you will then start a 30 minute timer which will then at the end of the timer will delete this contact from the system from your list.

You can cancel it by toggling it back off before the 30 minutes is over.

Okay, so that's been the context view from the overview.

Being able to see everybody and then seeing individual persons at a time.

There's also the inbox view and the inbox view is more focused on conversations.

Everything that's going out and going in will be shown on the inbox view.

Specifically what's coming in once they respond, whether it's letting you know that they're available tomorrow, the next day, today, this afternoon, or whatever.

It will show up inside the inbox view.

And there will be a counter here for unread messages for you to know there's something you need to check.

By default it's going to default to the unread tab which is which are messages that you have not seen yet or you haven't marked as read.

Recent will be the most recent things starred will be what you save as favorite.

You can save individual ones and then all it's a fallback.

For example, there's Courtney again.

This is all outbound so all will save outbounds as well of course.

And again you can always select one of them Go up here to actions and you can mark it as red.

If it's under unread, which would just remove them from unread, you can find it again under all or you can star them which will then put a little marker here and they will specifically show up now under your starred list.

That's a way for you to favorite contacts or conversations really quickly.

And over here you have all of the same information as you had before, just presented in a different way.

if you don't like the conversation view, you can jump back into the context view by clicking this arrow icon right next to their name.

some people prefer this, but others prefer the contacts view.

The inbox view is more focused on the conversation as you can tell.

And lastly the pipelines.

Pipelines are created for you to help manage the progress of every contact that you work with.

every, every contact that comes in gets a card created under the new lead column.

Once a contact responds in any way, whether to you directly or well of course in the system or replying to the automation, it will move that person to the responded column.

And if they happen to book an appointment it will move them to the booked appointment column.

Right.

And beyond that is more manually managed.

So if they happen to show for that conversation you can mark them as showed, you can move them over.

If they no showed, you can move them to no showed.

And that will help you to organize the contact's journey and or finally application submitted, whether they've been quoted, moving forward with the service that you're providing.

So this again will help you to manage the contact along the way.

And those are the key features that will help you along the way.

For lead strive in order to manage contacts.

And this video has been focused on helping you getting to what's most important about helping the contacts that are coming into your business and being on top of getting back to them in time.

we always recommend giving them a call.

If it's an online lead, give them a call as soon as they come in, if not within the five minutes because that's when they are most willing to talk.

But the way that we have designed the system typically for your account, with the automatic follow up and allowing you to chime in, take over, organize and manage the contact is to help garner a response from them so that you can take that conversation to the next step.

so hopefully this has been a helpful guide for you.

If you have any questions, reach out to us@serviceleadsdrive.com thank you.