This portal makes available all our training, support, help and video documentation for Small Business and Enterprise.

Contacting Leads360 Support

 

Leads360 online support is available Mon-Fri between 6AM and 6PM PST. To submit a trouble ticket, connect with real-time chat support or access our knowledge base, clients must login to the LeadManager and click the "Online Help" link from the support menu item. Please click here to login.

User Guides & Documentation

 

Leads360 Help Guide — Training for administrators and users

Best Practices Workflow Guides — View our best practice workflow diagrams for your specific vertical

Leads360 Live Training

 

Leads360 Insurance User Live Training — Follow the link for information on how to get Leads360 live training

Leads360 Training (General) — Follow the link for general information on how to get Leads360 live training

Dial-IQ User Training — Follow the link for general information on how to get Dial-IQ live training

LeadManager Training Videos

 

Small Business (For Administrators)

• Part 1 - Small Business Admin Training Introduction— Logging in and getting started
• Part 2 - Client Settings — Finding your way around and adding your company information
• Part 3 - Managing Users — Add your users and assign roles
• Part 4 - Manage Campaigns/Add Lead Sources — How to add campaigns to help you organize your leads
• Part 5 - Distribution — Learn how to quickly and strategically assign leads to your agents
• Part 6 - Best Practices — See how leads move through the sales cycle with statuses and actions
• Part 7 - Emails — Keep in touch with leads automatically
• Part 8 - Importing Leads — How to Import leads and work imported leads

Small Business (For Users)

• Part 1 - Small Business User Training Introduction — Logging in and getting started
• Part 2 - My Settings — How to change your personal settings
• Part 3 - Adding and Working a Lead — How to add a lead and work it from the Add/Edit Lead page. Scheduled Dial is also covered
• Part 4 - View Leads Page/Speed Dial — Learn how the lead pipeline page works in normal view and how to use Dial-IQ
• Part 5 - Lead Prioritization/IntelliDial — Learn how Lead Prioritization helps you focus on your ripest opportunities
• Part 6 - Additional Dial-IQ Features — More about Dial-IQ
• Part 7 - Importing Leads — How to Import leads and work imported leads

Dial-IQ Training

• Dial-IQ Administrator Training Video - Overview of using Dial-IQ from an administrator level
• Dial-IQ User Training Video - Overview of using Dial-IQ from a user level
• Dial-IQ Product Documentation Administrator - Full written admin level product documentation for Dial-IQ, the Intelligent Dialer Suite
• Dial-IQ Product Documentation User - Full written user level product documentation for Dial-IQ, the Intelligent Dialer Suite

LeadManager Release Notes

January 20, 2012 - Dial-IQ Multiline Dialing | Dial-IQ Inbound

November 11, 2011 - Dial-IQ Softphone | User Scripting Usability Enhancements

September 30, 2011 - User Scripting | Multiple Group Managers | View Leads Page User Filters Usability Enhancements (Filters and Assign Lead)

July 21, 2011 - Dial-IQ Warm Transfer and Call Conference | Lead Distribution User Performance Filters | Configurable Milestone Metrics Rules

May 5, 2011 - Dial-IQ | Shotgun Connect | Leave Message | Pipeline Threshold | Desktop Notifications | Targeted Help

February 24, 2011 - Dial-IQ | Demand Connect | Call Transfer | Pipeline Threshold | Average Call Volume Report

December 28, 2010 - Dial-IQ | Speed Dial | IntelliDial | Shotgun Connect | Message Recording

December 2, 2010 - Dial-IQ | Distribution Enhancements | Quick Connect

October 14, 2010 - Vendor Setting Page | Speed to Contact Metric | Update to Search Functionality

August 19, 2010 - Lead Prioritization | Lead Time Zone | LeadManager Interface Enhancements

June 17, 2010 - Real Time Distribution/Local Time Zone | Email Allotment Fix | Small Business Template /Change Status Upon Distribution

April 8, 2010 - Support Portal | Manual Duplicate Lead Flagging | My Favorites | Lead Prioritization Beta | Dashboard Metrics | Schedule Reports

January 21, 2010 - Calendar Events | Duplicate Management | Search User/Group/Report | Opt-Out | Read-Only

December 3, 2009 - Reports by Email | Scheduled Reports/Batch Process | SMS Text Notifications | Dashboard Metrics Reports | Print Lead

October 22, 2009 - Drip Filters | Lead Types | Client Settings | Time Zones

September 9, 2009 - Filters and Fields Improvements

Jun 25, 2009 - Interface Updates | Navigation | Mutli-Select Dropdown | Email Updates | Provider Reports

April 16, 2009 - File/Email Attachment | Files Storage | Dashboard Milestones | Email Summary Report

February 28, 2009 - Email Opened Notification | File Attachment and Storage

December 11, 2008 - Form Builder Sections | Insurance Template 

November 20, 2008 - Dashboard Enhancements | Email Deliverability | XML Poster