Lead Liaison is a software platform designed to help sales and marketers reach their goals. The platform offers tracking, automation, nurturing, and a host of other capabilities to get the job done. 

What to do First

Login to Lead Liaison at The first thing you will see is a Getting Started wizard. Once each item is completed the system will place a checkmark next to each item indicating it's completed. A Completeness bar resides at the top of 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.

Administrators will see sections that standard users may not, for example, the IT section.