How to Download Your Welcome Guide in My LeadLocate

The welcome guide is the PDF your store gets when the account opens. It lives in your file library in My LeadLocate, so anyone who joins later can pull it again.

1. Sign in to My LeadLocate

   Open your account portal and sign in with the email on the account. This is the same portal you use for invoices, add-ons and support tickets, and the same place you launch the CRM, Inventory Link and SecureWebX from.

2. Open your files

   Click Files & Documents. This is your store's file library: the welcome guide, anything our team has sent you, and anything you have uploaded for us. Files that arrived recently are flagged New so you can spot them without hunting.

3. Find the welcome guide

   Look for the welcome guide by name in the list. If your library has grown, sort by date and go back to the week the account opened; the guide is one of the first things put there. Every file shows what it is and when it arrived.

4. Click Download

   Click Download on the row. The PDF saves to your computer in the usual place your browser puts files. Open it once to confirm it is the guide you expected before you send it anywhere.

5. Get it to the people who need it

   Print a copy for the desk and email the PDF to everyone who will touch the platform: the sales floor, the BDC, the desk and whoever answers the phone at the front. A guide read by one manager does nothing for the store.

6. Use it alongside your onboarding

   Your account also runs an onboarding sequence in the days after it opens, and the portal dashboard shows where you are. Account Snapshot gives you the current state of the account, and Account Timeline lists what has happened on it, so you can see which onboarding steps are already behind you.

You need a My LeadLocate sign in. Every store gets one for the account admin when the account opens, and the admin can hand sign ins to anyone else in the building. There is nothing to install and nothing to unlock first: the file library is on the menu the moment you sign in.

If you are brand new and have not signed in yet, do that first. The portal is also how you reach your plan, your invoices and your support tickets, and it is worth a walk through on day one. The My LeadLocate page covers every screen in it.

A list of your store's files with names and dates, the newest first, with recent arrivals flagged New. Clicking Download on the welcome guide gives you a PDF you can print, forward or keep in your own shared drive. Nothing about the file changes when you take a copy, so you can come back and download it again for the next person you hire.

The file library is also two way. Anything our team sends your store lands there instead of getting lost in one person's inbox, and anything you need to send us securely goes in the same place. That is why a store that uses the library rather than email stops losing documents between people.

Leave your number and a lead specialist calls you back to answer your questions about pricing, coverage, and setup. Mon - Sat, 9:00 AM - 6:00 PM Pacific.

Prefer to talk right now? Call or text 844-376-2274.

You do not see Files & Documents on the menu. Your user has not been given that part of the portal. The account admin can add it under user access in a few seconds.

The guide is not in the list. Sort by date and look at the first week of the account, or search the library by name. If it is genuinely not there, open a support ticket from the portal and we will put a copy in your library.

The PDF opens as a blank page. The file finished saving but your reader opened it too early. Close it, open the saved file again from your downloads folder, and it will render properly.

You want a copy for a new hire but cannot find the email. Skip the email. The library copy is the one that lasts, so send them the PDF you just downloaded, or give them their own sign in and let them get it themselves.

Treat the guide as the agenda for your first sales meeting on the platform rather than as reading homework. Sit the floor on the leads inbox, sit the BDC on the texting inbox, and sit the desk on the worksheet, and have each group do one real task while the guide is open. People learn a CRM by working a live customer in it, not by studying a PDF at home.

Follow it with the two things that make the first week stick: give every person their own sign in so the history reads as who did what, and set the notification preferences so a reply reaches the right phone. The recorded demo is a good second session for anyone who joined after the launch, and the LeadLocate Help Center answers the questions the guide does not.

The rest of the account portal, including invoices, receipts, the add-on shelf, credits, support tickets and the launch tiles for each product, is on the My LeadLocate page. The products the guide introduces are on the platform overview, starting with LeadLocate CRM.

The Help Center has the guides your team will want next: setting up a profile, working the lead inbox, texting a customer and booking an appointment. A training document your store wants in its own words is available on request, and our team puts it in production for your dealership.

Where is the welcome guide kept?

In your file library in My LeadLocate, under Files and Documents. The copy there does not expire, so anyone with a sign in can download it long after the onboarding emails are gone.

Can I share the welcome guide with my whole team?

Yes. Download the PDF and print or email it to anyone in the store. You can also give each person their own portal sign in so they pull their own copy.

I joined the store later. Can I still get it?

Yes. Ask your account admin for a sign in, open the file library and download it. Nothing about the guide is tied to the person who opened the account.

What if the guide is missing from my files?

Open a support ticket from the same portal and say which account it is for. Our team puts a copy in your library, and you keep the ticket as a record.

The welcome guide, your files, your invoices and every product launch tile live in the same portal. Watch the recorded demo, or ask us to walk your team through week one.

Prefer to talk right now? Call or text 844-376-2274.