This section provides essential information for new users to get up and running with Leadpal. Learn about the platform, pricing, and how to integrate with Acturis, as well as how to set up your account and add your company details.
Manage your leads effectively with guides on adding leads, navigating pipeline stages, customising sources, and mastering the Lead Manager.
Explore the various methods to bring leads into Leadpal, including manual entry, automations, and Leadpal forms, to streamline your lead acquisition process.
Manage your team and account settings with ease. This section provides guidance on updating roles and permissions, adding or removing users, billing, and subscription management, ensuring your account operates smoothly.
Dive into the data with Leadpal’s analytics tools. Learn how to track and interpret key metrics to gain insights into your lead performance and make data-driven decisions.
Simplify your workflow with Leadpal’s automation tools. Learn how to automate tasks and streamline your lead management process effortlessly.
Need assistance? This category offers help and support resources to answer your questions and resolve any issues you might encounter while using Leadpal. Get the help you need quickly and efficiently.
Leadpal Tracker is a key tool for Introducers to manage and monitor their leads effectively. This section provides quick guides and instructions to help you navigate Leadpal Tracker, from submitting leads to understanding your dashboard metrics. Use these resources to maximise your lead management and conversion success.
