Start here & onboarding
Start here: learn to use Leadgains step by step
Use this learning path to progress through Leadgains in logical order. You start with contacts, then move on to conversations, appointments and opportunities, and end with AI, follow-up and support buttons.
Brief overview
This learning path is the fastest way to go from "I understand how the system works" to "I can work independently with Leadgains". The order has been deliberately chosen: first you learn to make and find a contact, then communicate, then manage appointments and opportunities.
Complete each step yourself. The brief explanation on this page provides direction; the buttons always open the full article with all details, screenshots or video explanations.
This is how you use this learning path
- Plan 60 to 90 minutes for an initial onboarding, or divide the learning path over two short sessions.
- Work in order. Don't skip basic steps because later actions build on contacts and Conversations.
- After each article, complete the exercise in Leadgains.
- Only use an agreed test contact for training, for example leadgains test training, or work with a real lead that the trainer designates.
- Conclude with the final assignment. If you can do this without help, you have mastered the basics.
Level 1
Contacts: the basis of everything
Goal: you understand that every conversation, every appointment and every opportunity revolves around a contact.
Create contact
Learn how to add a new contact, check the details and correctly understand DND.
Ready when: you can create a contact without making a duplicate and know why phone number and DND are important.
Find contact
Learn to search via Conversations, inbox filters and general search logic.
Ready when: you can find the same contact via name, conversation or inbox filter.
Create or open an agreed test contact, check the contact details and then find the contact again from the inbox.
Level 2
Conversations: messages, channels and inboxes
Goal: You can read a conversation, choose the right channel and understand how inboxes help organize work.
Send message or SMS
Learn to use the text box, choose the right channel and deal consciously with WhatsApp, SMS, email and internal comments.
Ready when: you can explain which channel was chosen and why.
Understanding conversation tab and inboxes
Learn how to open, read, filter, favorite, and mark conversations as read.
Ready when: you can find a conversation without getting lost between filters, unread, recents or team inbox.
Calling from Conversations
Learn when calling is useful, how to start a call and how to save the result.
Ready when: you can call a contact or at least know where the call action and call summary are.
Open a conversation, choose the right channel, write a short internal comment and then show where to find the inbox filters.
Level 3
Perform actions from a conversation
Goal: you handle a lead from Conversations without having to search for a different module each time.
Add notes
Learn to capture context that colleagues will need later, such as agreements, preferences or exceptions.
Ready when: you can add a clear note that can be used without additional explanation.
Make an appointment from Conversations
Learn to book, reschedule or cancel an appointment from the conversation.
Ready when: you can create the appointment and know what statuses such as Confirmed, Cancelled and No show mean.
Customize opportunity from Conversations
Learn from the conversation to check or adjust the correct pipeline, stage and status.
Ready when: you can see whether the lead is still open, has been booked, has been won or needs further follow-up.
Add a note, schedule an appointment and then check whether the opportunity makes sense for the same person.
Level 4
Manage pipeline and appointments in an overview
Goal: you can not only work in a conversation, but also keep an overview of all leads and appointments.
Opportunities understand tab
Learn to read pipeline stages, open cards, move cards and understand statuses such as Open, Won, Lost and Abandon.
Ready when: you can explain where a lead is and what the next logical action is.
Use appointment list
Learn to search, filter, sort, reschedule, cancel appointments and follow up on statuses.
Ready when: you can find an appointment and adjust it correctly without opening the conversation.
Manually make an appointment
Learn to schedule an appointment if you do not start from an existing conversation.
Ready when: you know when you book via Conversations and when the general appointment flow is more convenient.
Find an appointment in the list view, then open the linked opportunity and tell which internship and status suit the situation.
Level 5
Control buttons: AI, follow-up and support
Goal: you know when automation should continue to run, when manual takeover is necessary and how problems are reported correctly.
Turn AI on and off
Learn when to temporarily stop the AI, when to turn it back on and how to properly take over manual follow-up.
Ready when: you know that turning AI off is a conscious action, not just a default response.
Use Remove from follow-up
Learn to stop automatic follow-up when someone should no longer be followed up or when reminders no longer fit.
Ready when: you know this button is important to avoid unnecessary or erroneous follow-up messages.
Use Report Error
Learn to report an issue with enough context, contact information, and screenshot so that support can quickly investigate what happened.
Ready when: you can report an error message without separate WhatsApp explanations or unclear screenshots.
Discuss three scenarios: when do you turn off AI, when do you remove someone from follow-up, and when do you report an issue via Report Error?
Final assignment: process a lead from start to finish
Use this assignment to conclude the onboarding. You don't have to be fast; above all, you must be able to explain the correct order and choices.
- Create or open an agreed test contact, for example leadgains test training.
- Check name, phone number, email and DND.
- Find the contact via Conversations.
- Send or write an appropriate message via the correct channel.
- Add a short note that a colleague will understand later.
- Make an appointment or show how you would make one.
- Check the linked opportunity and set stage or status logically.
- Open the appointment list and find the appointment again.
- Explain when to turn off AI, when to use remove from follow-up, and when to use Report Error.