Onboarding Guide
Go to leaddesk.com
Into the Application
Welcome to LeadDesk
Into the Application
Admin accounts
Agents' accounts
Getting Started with Outbound
Sponsors and Offices
Phone numbers and mandates
Contact lists
Projects
Results and Outcomes
Products, Meeting calendars, Manuscripts
The agent experience
Inbound calls
Getting Started with Omni
Core concepts
Contact lists in Omni
Creating Omni projects
Agents and skills
Inbound email
Inbound calls
Flows
Webchat
Chatbot
Inbound SMS
Facebook messenger
Templates and canned messages
Conversations, Categories and Note Categories
Getting More from LeadDesk
Reports
Stagelight
AI Tools
Explore the LeadDesk ecosystem
Omni, Talk, Mobile interfaces
The Great LeadDesk Time Challenge
Outbound
Agents - Outbound
Agents - Omni
About Omni
Calls in Omni
Email in Omni
Callbacks, History and Searching
Conversations and categories
Mobile interface
Back to home
Onboarding Guide
Into the Application
Welcome to LeadDesk
Into the Application
Admin accounts
Agents' accounts
Getting Started with Outbound
Sponsors and Offices
Phone numbers and mandates
Contact lists
Projects
Results and Outcomes
Products, Meeting calendars, Manuscripts
The agent experience
Inbound calls
Getting Started with Omni
Core concepts
Contact lists in Omni
Creating Omni projects
Agents and skills
Inbound email
Inbound calls
Flows
Webchat
Chatbot
Inbound SMS
Facebook messenger
Templates and canned messages
Conversations, Categories and Note Categories
Getting More from LeadDesk
Reports
Stagelight
AI Tools
Explore the LeadDesk ecosystem
Omni, Talk, Mobile interfaces
The Great LeadDesk Time Challenge
Outbound
Agents - Outbound
Agents - Omni
About Omni
Calls in Omni
Email in Omni
Callbacks, History and Searching
Conversations and categories
Mobile interface
Into the Application
All things related to creating and managing accounts.
Admin accounts
Introduction to Admin accounts
How do I log in to LeadDesk as an Admin?
How do I update my Admin account's details?
How do I navigate the Admin interface?
How do I reset a user's password?
See more
Agents' accounts
Introduction to agent accounts.
What are the different LeadDesk user interfaces?
How do I create an agent account?
