Manuals for Leadgains

Go

Leadgains system overview

Home page with video explanation for new customers: where to log in, how to view the system and where to find further help docs.

Conversations

Turn AI on and off in Conversations

How-to with video to temporarily stop and restart the AI per contact and consciously deal with manual takeovers.

Follow up

Remove someone from follow-up

How-to with video to stop automatic follow-up and stop appointment reminders correctly.

WhatsApp DBR

Database reactivation: flow, calculator and WhatsApp messages

Explanation of DBR via WhatsApp, including list cleanup, number warmup, terms, inline revenue calculator, and message examples.

WhatsApp

Lead follow-up: timing and WhatsApp messages

Compact overview of follow-up for new leads with WhatsApp previews, buttons, variables and stop rules.

Follow up

Cancel follow-up: D1, D2 and D3

Overview of the exact cancel follow-up messages from MG AP 2. Cancel D1, D2 and D3, including NL/FR/EN texts and workflow links.

Follow up

No-show follow-up: Immediately, D1, D2 and D3

Overview of no-show follow-up after a missed appointment, including timing and WhatsApp template messages.

DND

What happens at STOP or DND?

Explanation about unsubscribing, opt-out, DND, appointment reminders and the difference with regular follow-up deletion.

Conversations

Conversations: Find and filter conversations

SOP to find contacts and conversations, use inbox filters and favorite conversations or mark them as read.

Conversations

Add notes to contacts

SOP to keep context on a contact with title, description, color, attachment and pinned notes.

Conversations

Send messages via Conversations

SOP to choose the correct messaging channel and use WhatsApp templates correctly outside the 24-hour window.

Conversations SMS

Call and SMS with your Leadgains number

Video how-to for calling, SMS's, following up on pipeline leads, using calling scripts and understanding target pricing.

Conversations

Make an appointment from Conversations

SOP to book an appointment from a conversation, to reschedule and to correctly use statuses such as Cancelled or No show.

Conversations Opportunities

Manage opportunity from Conversations

SOP to create an opportunity from a conversation, choose internships correctly and understand statuses such as Won, Lost, Open and Abandon.

Support

Report problem with Report Error

SOP to report an error from Conversations with conversation link, description, screenshot and video explanation.

Opportunities

Opportunities and manage pipeline

SOP with video to read pipeline stages, open opportunity cards, drag cards and correctly adjust stage, status, value, owner, followers and source.

Calendars

Pairing Google Calendar with Leadgains

Step-by-step plan to connect a Google account to Leadgains Calendars and synchronize appointments correctly.

Settings

Add and manage employee in Leadgains

Step-by-step plan with video to create a new employee, set permissions correctly and manage additional user settings.

WhatsApp

Create and use WhatsApp template

SOP to create an WhatsApp template, fill in variables and sample values, follow Meta review and use the template correctly.

WhatsApp

Testing Booking Bot, DBR Bot and Feedback Bot

SOP to replay a real test lead via WhatsApp, assess the bot flow and provide actionable feedback to Leadgains.

Contacts

Create and manage contact in Leadgains

SOP to add a new contact, check data, set DND correctly and delete a contact safely.

Contacts

Delete contact in Leadgains

SOP to safely delete a contact and not use Delete to opt out, DND or stop follow-up.

Calendars

Make an appointment from the calendar tab

Step-by-step plan to choose a free moment from Calendars and schedule an appointment for a contact yourself.

Calendars

Manage appointments with the list view

Step-by-step plan to filter, sort, reschedule, cancel appointments and follow up on statuses such as No Show, Canceled or Cancelled.