How to Schedule Live Training

Live training with a person who knows the CRM is included with every plan. Book it from the top bar, the phone app or your account portal, and join from the dock when it starts.

1. Open Schedule Training

   In the CRM top bar, open Menu controls. Schedule Training is the first item on the menu and every user has it, whatever their role. Click it and the booking calendar opens in a popup inside the CRM, so you never leave the screen you were on.

2. Pick a day and a time

   Choose a day, then one of the open times shown for it. Pick a slot when the floor is quiet and the people who need the session can sit with you, such as a weekday morning before the first appointments.

3. Confirm your details

   Enter your first name, last name and email, and use the notes to say what you want to cover, such as the lead inbox, texting, desking or Leads Manager, so the session starts on what matters to your store. Confirm the booking.

4. Or book from your phone or your account portal

   In the LeadLocate app, open Video Training and tap Schedule Live Training under Do you need more training?. In My LeadLocate, when your settings page shows an Assigned Representative card, its Schedule a Call button opens your representative's calendar.

5. Join the session

   At the booked time, click Join a Live Meeting on the dock at the bottom of the CRM; the button reads Join a Meeting. The meeting room opens in a new tab and your trainer walks the CRM with you on screen.

You need a login to LeadLocate CRM, the LeadLocate app or My LeadLocate. Any of the three books a session. Live training is included with every plan, alongside the video training library, so there is nothing to buy first.

Decide who should be on the call. A new store usually starts with the manager who will run the CRM and the people who answer leads first, then books a second session for the rest of the floor once the basics are in place. Write down the three things you most want to see working, because a session that starts from your questions ends with your team using the tools that afternoon.

After you confirm, a confirmation screen shows the day and time you picked, and a confirmation email with the details is sent to the address you entered. At that time, Join a Live Meeting on the dock takes you straight into the meeting room, where the trainer shares the screen and walks the CRM with you, from the lead inbox to the tools your store uses most.

Between sessions, training stays one click away. More Options on the dock carries Live Training, which opens the live training site, and Support Tickets for anything that needs a person. On the phone app, Video Training holds the video library for the moments on the lot when a salesperson wants a quick refresher.

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.

Use the top bar first. Schedule Training is on the menu for every user, so it is the fastest route for anyone on the team.

Check the time zone. The booking calendar shows its times in the time zone selected on the page; set it to your store's before you pick a slot.

Book one session per group. The managers and the floor learn different things; two focused sessions beat one long one.

Join from the CRM. Opening the meeting from Join a Live Meeting on the dock puts you in the right room with one click.

Need help before the session? Open a ticket from Support Tickets and the support ticket guide covers the rest.

The first session gets the team working. The stores that get the most from LeadLocate keep training going as a habit, and every plan includes everything it takes.

• Book a session for every new hire. When a salesperson joins, point them to the video library on the phone app for their first days, then book a live session from Schedule Training once they have worked a few leads. The trainer starts from the questions they bring.
• Book a session when the store adds a tool. Starting desking, credit applications in SecureWebX, bulk texting or a new campaign in Leads Manager is the right moment for a focused session on that one tool, with the people who will use it.
• Keep a running list of questions. A manager who notes what the floor asks during the week can put the whole list in the booking notes, and the next session covers all of it in one sitting.
• Use the video library between sessions. A salesperson on the lot opens Video Training on the phone for a quick refresher on a text, a call or an appointment, and is back with the customer in minutes.
• Send ideas through Feedback. The Feedback button on the dock files a feature request with a screenshot attached, so a good idea from the floor reaches our team exactly as the salesperson saw it.

Training that runs a little at a time keeps every user on the tools that turn leads into appointments. Sessions are included with every plan, so book the next one as soon as the team has new questions.

Plan it the way you would plan a sales meeting: short, specific and built around what happens on the floor tomorrow. The first session covers the lead inbox, the first text and the call, because those decide whether a new lead becomes an appointment. The second covers the calendar, follow up and the tools your store leans on, whether that is desking, credit applications or inventory. A manager session covers reports, lead feeds and Leads Manager, where the sample ads preview shows exactly what your shoppers see.

New salespeople do well with the video library on the phone app in their first week and a live session once they have worked a few leads of their own. The lead inbox guide and the Trash Bin guide are good reading between sessions, and every other guide is in the LeadLocate Help Center.

Is live training included with my plan?

Yes. Every plan includes Live Training sessions, the video training library, Schedule Training in the CRM top bar and Join a Live Meeting on the dock.

How do I schedule training from my phone?

Open Video Training in the LeadLocate app and tap Schedule Live Training under Do you need more training. The same screen has a button to open a support ticket.

How do I join the session when it starts?

Click Join a Live Meeting on the dock at the bottom of the CRM. The meeting room opens in a new tab and your trainer shares the screen with you.

Can I book more than one session?

Yes. Book one for managers and one for the sales floor, and come back to Schedule Training whenever a new question comes up.

Book a live session whenever your team needs one, from the CRM, the phone app or your account portal. Watch the recorded demo to see the CRM before your first session.

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