Overview
LeadBoard in FreedomSoft allows you to create real-time, fresh, and aged lead boards to manage, distribute, and sell leads to your clients. The short videos below (most under 3 minutes) show specific actions inside the LeadBoard software.
LeadBoard Training Videos
It’s recommended to start at the top and watch all of them, but you can also select videos based on the topic you need.
Video 1 - Logging in to the LeadBoard
How to access the LeadBoard software inside your FreedomSoft account.
Video 2 - Creating a Real-Time LeadBoard
Set up a board that delivers new leads instantly to your clients.
Video 3 - Creating a Fresh LeadBoard
Build a board for newly added leads that haven’t been worked yet.
Video 4 - Creating an Aged LeadBoard
Create a board for older leads that can still be sold.
Video 5 - Linking a LeadBoard to a Campaign
Connect your LeadBoard directly to a campaign for automation.
Video 6 - Adding Clients to a LeadBoard
Assign clients to your boards so you can start selling leads.
Video 7 - Manually Approving Leads to Sell
Review and approve leads before they are distributed.
Video 8 - Customizing Your LeadBoard URL
Set up a custom URL to share your LeadBoard.
Video 9 - Stopping the Sale of a Lead
Pause or stop the distribution of a particular lead.
Video 10 - Final Overview of LeadBoard
A full recap of how to use LeadBoard in FreedomSoft.