AI DM Funnel · Step Two Of Four
Software Setup Guide
Getting set up on desktop and on the Lead Connector app, then configuring your lead cards.
Software Setup Guide
Getting Set Up
Estimated Time: 5 minutes.
Before we walk through the system, get set up on both desktop and mobile so you can follow along in real time.
Desktop — Web App
This is where you are right now.
This is your central hub for everything. Inside you will find:
- Your Dashboard and CRM
- Complete Onboarding + Info Hub
- Business Scaling Program
- Support
- Optional Upgrades
You should be working from here the majority of the time.
Mobile — Lead Connector
Open the App Store or Google Play Store and search for Lead Connector.
Log in using the exact same credentials as your desktop account.
Lead Connector is your CRM on mobile, it is synced with your laptop.
You will use it to receive lead notifications, continue conversations and manage your pipeline when you are away from your laptop.
Configuring Your Lead Cards
Before we go any further we need to do a quick manual setup to make sure your lead cards are configured properly on both the web app and mobile. Just follow my exact steps on screen.
Selected Visible Fields (In Order)
- Vehicle Type
- Phone Number
- Service Inquiry
- Opportunity Value
Selected Quick Actions
- Notes
- Calls
- Conversations
- Appointments
How To Use Each One
- Web App —
- your main platform. Use this regularly to manage your pipeline, continue conversations, review results, and work through your training
- Lead Connector —
- use this for on-the-go notifications, continuing conversations and pipeline management
Now that you are set up, we will walk through the system.
You Are Set Up
With your lead cards configured, the next step walks through using the software itself.
