LeadHub Onboarding

LeadHub Settings

The following questions will help us tailor your

LeadHub setup for you and your business.

Email

First Name

Last Name

LeadHub Users

How many additional users do you need?

One

Two

Three

None

First User

First & Last Name
Email
Phone

Second User

First & Last Name
Email
Phone

Third User

First & Last Name
Email
Phone

Web Chat

Do you want to use the chat widget on your website?

SMS/Email

Live

None

Phone System

What number do you want calls forwarded to?

What area code would you like to use?

In case your area code is not available, what other area code would you prefer your LeadHub phone numbers to be in?

Do you want to enable call recording and transcription?

Yes

No

Are you planning on making outbound calls from LeadHub?

Yes

No

Email System

What email should we send new lead notifications to?

Enter domain name to use to send out emails

Do you want to enable 2-way Email Sync?

Yes

No

Do you want to enable missed call text back?

Yes

No

What message would you like to use?

Calendar Settings

Do you plan to use the booking calendar?

Yes

No

Social Media

Do you plan on using social media management?

Yes

No

Review Request

Do you collect reviews on any platform other than Google or Facebook?

How many times would you like to follow up after an initial review request is sent?

One Time
Two Times
Three Times
Four Times
Five Times
Six Times
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How much time do you want to leave between follow-up requests?

Weekly
Every Two Weeks
Monthly
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