Quick Start Guide

This guide will help you get started with LeadsFollow in just 5 minutes. Follow these steps to set up your account and start managing leads.

Step 1: Sign Up

1. Go to the LeadsFollow homepage
2. Click "Start Free Trial"
3. Enter your email and create a password
4. Complete the signup process

Step 2: Complete Onboarding

When you first log in, you'll be guided through the onboarding process:

1. Enter your organization name - This is your travel agency or business name
2. Set up your profile - Add your name and contact information
3. Explore the dashboard - Take a quick tour of the interface

Step 3: Create Your First Lead

1. Click "Add Lead" or go to Leads in the sidebar
2. Fill in the lead information:
   • First and Last Name (required)
   • Email (required)
   • Phone number
   • Desired destination
   • Budget (single amount)
3. Click "Create Lead"

Step 4: Explore Your Lead

1. Click on the lead you just created
2. You'll see the lead detail page with several tabs:
   • Overview: Contact information, working trip details, notes, communications, and contacts
   • Tasks: Reminders and to-dos
   • Files: Attachments and documents
   • Itinerary: Build and manage trip itineraries (requires working trip)
   • Quotes: Create and manage proposals (requires working trip)
   • Portal: Build and share client portal, including invoice management (requires working trip)

Step 5: Create Your First Task

1. In the lead detail page, go to the Tasks tab
2. Click "Add Task"
3. Enter a task description (e.g., "Follow up with quote")
4. Set a due date
5. Click "Create Task"

What's Next?

Congratulations! You've completed the quick start. Now you can:

• Import existing leads - See Importing Leads
• Create forms - Set up lead capture forms for your website
• Invite team members - Add your team to collaborate
• Explore the pipeline - Use the visual kanban board

Tips for Success

• Organize by status: Use lead statuses to track where each lead is in your sales process
• Set tasks: Create tasks for every follow-up to never miss an opportunity
• Log activities: Use the "Log Activity" button in the lead header to quickly record calls, emails, meetings, or notes
• Sort columns: Click column headers in the leads list to sort by name, email, destination, status, and more
• Use the pipeline: The visual pipeline helps you see your entire sales funnel at a glance
• Portal features: Access Itinerary, Quotes, Invoice, and Portal builder directly from the lead detail tabs

Related Guides

• Your First Lead
• Understanding the Dashboard
• Creating Leads

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Next: Learn how to create and manage your first lead →