Getting Started with LeadFlow Manager

This guide will walk you through the setup process for LeadFlow Manager. There are two main paths depending on your situation: joining an existing organization or creating a new company account.

Joining an Existing Organization

If your company is already using LeadFlow Manager, follow these steps:

1. Visit the Sign-Up Page: Go to LeadFlow Manager
2. Select Join Organization: Click on "Join an Existing Organization"

1. Enter Organization Details:

1. Access Your Dashboard: After submitting, you'll be redirected to your dashboard where you can start using all features immediately.

Creating a New Company Account

If you're setting up LeadFlow Manager for your company:

Step 1: Initial Registration

1. Sign Up: Visit LeadFlow Manager and create a free account
2. Register New Organization: Click on "Register a New Organization"

1. Company Setup: You'll be prompted to create:

Step 2: Payment and Trial

1. Payment Page: After company setup, you'll be redirected to the payments page
2. Free Trial: You'll get the Professional plan free for 14 days
3. Billing Setup: Complete your payment information to activate the trial

Step 3: Office Configuration

After successful payment, you'll be redirected to the billing handling page where your first office will be automatically created.

Important Note: If you navigate away from the Stripe portal and return to the application, you may find your first office was cancelled. If this happens, you'll need to reactivate it (note: the free trial won't apply again). If you encounter this issue as a new user, contact us at [email protected] for assistance.

Installing the Mobile App

For easy mobile access:

1. Use Chrome Browser: Open LeadFlow Manager in Chrome
2. Access Menu: Click the three dots in the top right corner
3. Install App: Look for "Add to Home Screen" then click "Install"
4. App Name: The installed app will appear as "LFM" (LeadFlow Manager)

Chrome browser showing install option

Getting Familiar with the Platform

If You Feel Overwhelmed

The interface might seem complex at first - that's normal! Here are your options:

• Explore on Your Own: Feel free to click around and explore the features
• Get a Demo: We offer a free 30-minute demo covering all features and capabilities - highly recommended for new users
• Contact Support: Reach out if you have specific questions

Key Areas to Explore

1. Dashboard: Centralized hub to view, manage, and track leads. Assign team members, update lead statuses, and access detailed lead information.
2. Time Slots: Configure and manage available time slots for booking leads across various offices and departments.
3. Statuses: Define and customize lead statuses to reflect their current stage in the pipeline, also used to track key performance indicators (KPIs).
4. Team Management: Edit, manage, and assign roles to team members.
5. Reports: Gain insights into team performance, office performance, department performance and overall KPIs through customizable analytics and reporting tools.

Need Help?

If you have any questions or run into issues:

• Email Support: [email protected]
• Live Chat: Available here

We're here to help you get set up and running smoothly.

Have a spectacular day ahead!