CRM Instructions

Here are quick and easy steps that you can follow to get you started in using the lead management software.

USER Instructions:

1. Sign up
- The sign up button can be found on The Lead Tree homepage.

2. Log in
- The log in link is also found on The Lead Tree home page. Type in your username and the temporary password sent to your email.

3. Change password
- Since you were emailed a temporary password to log in, you are allowed to change it to your preference.

4. Add Campaign
- You can do this by clicking on the create campaign button on the dashboard page.

5. Assign Vendor
- After creating your campaign, you will need to assign a vendor to it.

VENDOR Instructions:

1. Sign up
- The sign up button can be found on The Lead Tree homepage.

2. Log in
- The log in link is also found on The Lead Tree home page. Type in your username and the temporary password sent to your email.

3. Change password
- Since you were emailed a temporary password to log in, you are allowed to change it to your preference.

4. Add leads to a user’s campaign assigned to you
- As a vendor, a user can assign you to their campaigns and you will need to add leads.