Installing Send & Track

Follow this step by step guide to install Send & Track.

Step 1: Download Send & Track

• Login to Lead Liaison at https://app.leadliaison.com/login.php
• Click Settings > Integrations > App Cloud
• Search for Send & Track and click the Install button

• Locate the zip file file you downloaded and proceed to Step 2
  
  

Step 2: Extract Zip File

1. Go to the location where you downloaded Send & Track
2. Use your favorite program to unzip Send & Track

Step 3: Run Installer

• Double click the file unzipped from Step 2
• If necessary, tell Windows to trust the application.
• Click "Next" on the welcome screen

• Leave the default installation folder and settings then click "Next"

• Click "Next" on the Confirm Installation screen

• Once the installation completes, click "Close"

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, notice the "Lead Liaison" menu item added to Outlook, as shown in the second screenshot below.