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How to Introduce New Users to LeadSimple
How to Introduce New Users to LeadSimple

Learn how to onboard new users into LeadSimple

Aimee avatar
Written by Aimee
Updated over a week ago

Ready to introduce a new team member to LeadSimple? Great, here's how to do it.

In-App Onboarding

As soon as you add a new user, they will automatically be sent an invitation to join LeadSimple that will look like this:

After they click the link in the email they will be taken to a page where they can set up their password, add their phone number, and edit their email signature.

Watch Our Training Video Series

Next, have them go through our training video series. These can be found on our training site and in LeadSimple under "Learn LeadSimple" in the lefthand sidebar.

Schedule an In Person Demo

If you'd like to schedule an in person team training session you can schedule that on this page.

Ask a question

Regardless of how your users get introduced to LeadSimple, when new questions come up the easiest way to get in touch with us is via our chat system which appears as a green circle in the bottom right portion of the app.

This button brings up a messaging window where you can submit questions or comments that will go out to our whole team.

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