How to Manage and Track Market Development Funds with Leads AI https://www.youtube.com/watch?v=wg4L4eZPWng&list=PL7iTFgKuioZ6cDvwGYAPaYEPfZNlYV7YE&index=13 Today, we’re going to delve into Market Development Funds (MDF) within Leads AI. Upon accessing the MDF section, users are presented with a comprehensive overview of their MDF…
How to Create and Review Forms with Leads AI https://www.youtube.com/watch?v=Sz_eSbz3YQk&list=PL7iTFgKuioZ6cDvwGYAPaYEPfZNlYV7YE&index=12 In this video, we’re going to delve into the Form Builder tab within Leads AI. This feature allows users to create and manage forms seamlessly. Upon accessing the Form Builder…
How to View and Manage Payments with Leads AI https://www.youtube.com/watch?v=uq54iRyAOL8&list=PL7iTFgKuioZ6cDvwGYAPaYEPfZNlYV7YE&index=11 Today, we’re going to explore the Payment section within Leads AI. Upon accessing this feature, users are presented with an overview of their total payments, total payments made this month,…
How to Track and Record Expenses with Leads AI https://www.youtube.com/watch?v=SNonIhxtuDs&list=PL7iTFgKuioZ6cDvwGYAPaYEPfZNlYV7YE&index=10 Today, we’re going to delve into the Expenses tab within Leads AI. Upon accessing this tab, users are presented with an overview of the total expenses made, the total expenses…
How to Create and Export Invoices with Leads AI https://www.youtube.com/watch?v=2QkTAf73Xlw&list=PL7iTFgKuioZ6cDvwGYAPaYEPfZNlYV7YE&index=9 In this video, we’re going to explore the Invoices tab within Leads AI. Upon accessing this tab, users are presented with an overview of the total invoices, monthly total invoices,…
How to Create and Manage Estimations in Leads AI https://www.youtube.com/watch?v=D-Ezgdg50vY&list=PL7iTFgKuioZ6cDvwGYAPaYEPfZNlYV7YE&index=8 Today, we’re going to delve into the Estimations tab within Leads AI. Upon accessing this tab, users are presented with an overview of the total estimates, monthly estimates, weekly estimates,…
How to Create, Export, and Import Products in Leads AI https://www.youtube.com/watch?v=xoJmYBk2tJI&list=PL7iTFgKuioZ6cDvwGYAPaYEPfZNlYV7YE&index=7 Today, we’re focusing on the Production Service tab within Leads AI. This tab allows users to create, edit, and manage products within the platform. To create a new product,…
How to Create and Track Deals in Leads AI https://www.youtube.com/watch?v=ijWpkh33GYk&list=PL7iTFgKuioZ6cDvwGYAPaYEPfZNlYV7YE&index=6 In this video, we’re focusing on the Deals tab within Leads AI. This tab provides an overview of the total deals for the month, week, and last Saturday, offering users…
How to Create and Manage Leads in Leads AI https://www.youtube.com/watch?v=Hm2SwwxRmBU&list=PL7iTFgKuioZ6cDvwGYAPaYEPfZNlYV7YE&index=5 Today, we’re delving into the Leads AI platform and exploring its Leads tab. This tab provides an overview of all leads, categorizing them into various stages such as draft, sent,…
How to Create and Assign Roles with Custom Permissions in Leads AI https://www.youtube.com/watch?v=KsuJIzcJXHs&list=PL7iTFgKuioZ6cDvwGYAPaYEPfZNlYV7YE&index=4 In this video, we will explore the functionality of the Roles tab within Leads AI. To create a new role, simply click on the Roles tab and…
