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  • Double click the file unzipped from Step 2
  • Click "Next" on the welcome screen

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  • Enter in your full name and company name, Leave the default installation folder and settings then click "Next"Choose a destination folder to install the application and click

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  • Click "Next" .
    Info

    It's recommended you keep the default installation folder for Send & Track

  • Enter in your Lead Liaison username and password. This is the same username and password you use to login to Lead Liaison's web application located at https://app.leadliaison.com/login.php
  • Click "Next" to begin installing Send & Track
  • Click "Finish"on the Confirm Installation screen

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  • Once the installation completes, click "Close"

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Step 4: Open Microsoft Outlook

  • When you first open Outlook a Lead Liaison Send & Track box will popup. This box contains instructions on how to use Send & Track. Read the instructions then hit "OK". Also,

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  • notice the "Lead Liaison

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  • " menu item added to Outlook, as shown in the second screenshot below. 

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Tip

Congratulations, Send & Track has been successfully installed!