There are a few things we need to do in order to get completely set up and start using the Lead Fusion marketing system. Below is a step by step video tutorial on how to complete each step.
Once these steps are completed, please check out our other tutorial sections for each system and/or apps integrated with our system.
Step 1 - Activating Your CRM Account
First you will need to activate your CRM account. Upon signing up, our team will set up your CRM account. Once your CRM account is ready, you will receive an activation email. Below is a video on how to do this.
Step 2 - Setting up your contact information and linking your email address.
In this video, we will walk you through how to set up your contact information as well as syncing your email address with your CRM so you will be able to see all email correspondence between each team member and your leads.