Welcome to Lead Dolphin! Here is an outline of your training session.


Your account
  1. How to Login

Home page
  1. Latest Lead Status
  3. Entry source
  4. Drip campaigns


Managing Leads
  2. How to use the DGR (Digital Guest Register)

How to use the Daily Agenda
  1. Followups


How to use MAB (Master Appointment Book)


Calendar

  1. View the calendar
  2. Create an appointment
  3. How to change your schedule
  4. Sync your LD calendar with Google Calendar
  5. Sync your LD calendar with Outlook


Mailbox


General

  1. Glossary of common terms
  2. If you have browser issues, clear your cache
  3. If you have other issues, submit a support request