Getting Started Guide


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.

  • 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. 








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