Welcome to LeadClose! This video provides a complete tour of the platform's main features and how to navigate the application. It's the best place to start if you're a new user.
Watch the video below to learn about:
- The Dashboard: Understanding your key performance metrics at a glance.
- The Team Inbox: How to manage conversations, assign chats, and use the contact sidebar.
- Customers & Segments: The basics of adding customers and creating your first segment.
- Templates & Campaigns: A quick overview of creating a message template and launching a campaign.
- Account Settings: Where to find your profile, team, and WABA connection settings.
Video Timeline
- 0:00 - Introduction
- 0:30 - The Dashboard Explained
- 1:45 - Navigating the Team Inbox (Chats)
- 3:00 - Managing Your Contacts (Customers)
- 4:15 - Creating Your First Template
- 5:30 - Launching a Campaign
- 6:30 - Account Settings Overview