General

Getting Started

• Welcome to Leader.
• Leader's main features
• Arrange leads and customer in a pipeline
• Labels

Leads & Customers / Contacts

• Zapier Integration
• How to save leads/customers to the address book?
• How to make an action for multiple contacts?
• How to send automatic messages to leads/ customers that call me?
• How can I view people's insights?
• How to send messages with WhatsApp Business?

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Quotes

• How to create a quote?
• Quotes settings and appearance
• How to delete a quote?
• Track your quotes status
• How to edit an existing quote?

Collaboration

• What is a workspace?
• How I can track the work of my team?
• How to remove a teammate?
• What permissions are available for my team?
• How to add teammates?

Privacy

• Is my data kept private?

Support & Troubleshooting

• Contact us
• How to delete my account?