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Login to Lead Liaison at https://app.leadliaison.com. The first thing you will see is a Getting Started wizard. Complete all steps. Once each item is completed the system will grey-out the text and place a checkmark next to each item indicating it's completed. A Completeness bar resides at the top of Step 1 each section indicating the progress made configuring your account. Complete all steps of the wizard until the Completeness bar reaches 100% for each respective section.
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Administrators will see two sections in Step 1, a User Profile and Admin Settings section. Users who do not have administrative rights will only see a "User Profile" section.sections that standard users may not, for example, the IT section. |
- If a "Mark as Complete" button appears on hover the item can be manually completed. Click the button to manually complete the item.
- Some items will have a "Video" button, click the button to watch a video tutorial on the item.
- Click anywhere on the item to complete it.
