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To verify your installation, log into the Lead Liaison app and navigate to the Home Screen. An extended Sales menu should be located directly beneath the Dashboard option. You should also see an orange asterisk symbol in the lower right of your screen – this is the CRM Sales Shortcuts. If this is not correct, please inform you representative so we can verify your activation.
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Note: if you onlysee the Sales Emails option, the CRM is not running. Make sure you have an LMA™ subscriptions and request your Revenue Performance Specialist your Client Success Manager to activate OneFocus™ on your account. If you still don't see the additional options, please visit support.leadliaison.com, or contact your representative.
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