Tips & Video Tutorials from LeadLoft

Introduction (Start Here)

Intro to LeadLoft!
Get a broad overview of the LeadLoft platform and learn everything you need to get started in just a few minutes.

Before We Begin
Before we get started, there's a few boxes to check off to ensure a smooth onboarding process.

Core Features

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Playbooks
Learn how to use Playbooks like an outreach expert. This includes everything from building playbooks to enrolling prospects into them.

Quick Views
Learn everything you need to know about Quick Views in just a couple minutes.

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LinkedIn Prospector
Learn how to find anyone's email directly from LinkedIn using a LinkedIn Chrome Extension.

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Deal Statuses
Learn how LeadLoft makes it easy to see which deals you are engaging and which you need to follow up with.

Custom Fields
Discover how to use LeadLoft's new feature, Custom Fields, to streamline customize the fields and data you store within your CRM.

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How to Integrate Your CRM With Your Website
Learn how to automatically create leads in LeadLoft when a form is submitted via your website, ads, or any other lead source.

Import Data
Learn how to migrate your CRM to LeadLoft or to import data in bulk.

AI DealRouter
Learn how to update Deal Stages depending on the sentiment of the responses you receive.

Intro to Email Sync
Learn how LeadLoft can bi-directionally sync with your email to pull all the most relevant conversations into the LeadLoft dashboard. This collects all of your most important conversations and organizes them within the LeadLoft dashboard.

Intro to Inbox
Learn how LeadLoft's Inbox simplifies your life and keeps your email inbox organized for a clean and stress free workflow.

Setup & Onboarding

Setup for Startup Fundraising
This tutorial covers how to set up LeadLoft for startup fundraising.

Setup for Sales
This tutorial covers how to set up LeadLoft for sales.