LeadCenter.AI Knowledge Base

Getting Started

• Introduction to LeadCenter.AI
• Overview of the Leads Dashboard
• Setting up an Account Using Store Wizard

General Settings

• Basic Settings
• Email Configuration to Send Emails and Notifications Using your Email Account
• Notifications by Email and SMS
• Users: Adding Additional Users As Dashboard Managers

Settings the Lead Management Software (CRM)

• Introduction to Lead Management System (CRM)
• Setting Lead Sources
• Setting Lead Stages
• Setting a Category for Leads
• Mediums
• Custom Fields

Settings for Lead Capturing

• Configuring Call Redirect (Virtual Phone Number)
• Configuring Email Redirect (Leads by Email)

Managing Leads

• Managing Leads from the Dashboard
• Adding Offline Lead
• Searching Leads
• Downloading Leads to Microsoft Excel

Calendars and Appointments

• Introduction to Calendars and Appointments
• Setting up Calendars and Resources
• Creating a New Appointment
• Managing Multiple Calendars with Resource Scheduler
• Canceling an Appointment
• Modifying Appointment Details
• Sending Reminders

Integration

• Redtail CRM Integration

Website Builder

• Getting Started

  • Introduction to OryxCloud Website Builder
  • Domain Setup and DNS Records for your Website
  • Website Themes: How to change your website template
  • Menus: Adding, Deleting, and Organizing Menu Items in your Website
  • Website Pages: Adding and Deleting Pages to Your Website
  • Creating Landing Pages without Website Header and Footer
  • Customizing Website Header and Footer
  • Blog List: Manage Blog and Articles in Website

• Page Designer Tool

  • Introduction to Website Page Designer Tool

• Advanced Styling, Coloring, and Typography

  • Advanced Coloring
  • Advanced Styling
  • Advanced Typography

• Advanced Coding for Developers

  • Adding HTML and CSS Code to Website Pages

LeadCenter.AI Forms

• How to Create and Build Forms
• Types of Forms
• Creating Customized Forms
• Add Forms to your Website