Support Forums/Training Materials

Leads360 Insurance User Live Training Information

Leads360 Support January 10, 2011

Leads360 offers live training sessions for all clients on the Leads360 system.  

Leads360 User Training is available Monday, Wednesday and Friday at 9:00 AM and 3:00 PM (PST). Here’s how to attend.

 

1)     At one of the scheduled meeting times click this link to join meeting: https://www1.gotomeeting.com/join/834337888 

2)     Call in to (646) 558-2100, and enter the meeting access code when prompted - 834-337-888

 

Go-To-Meeting Information

 

Dial +1 (646) 558-2100

Access Code: 834-337-888

Audio PIN: N/A (just press #)                                                                            

Meeting ID: 834-337-888

 

Please join in on a training session to learn:

o    Login/Dashboard — Logging in and getting started

o    My Settings — How to change your personal settings

o    Lead Workflow — How to use Statues and Actions to disposition and track leads

o    Understanding View Leads — Learn how the lead pipeline page works

o    Working My Leads — How to disposition, track notes, reminders and follow-up

o    Lead Prioritization – Using My Queue

o    Editing Leads — How to edit leads in your pipeline

 

If you have any trouble joining the meeting, please call us at (310) 765-7370 and we can help you join.