MEJ Leads AI

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How to Edit and Customize Notification Templates with Leads AI

How to Edit and Customize Notification Templates with Leads AI https://www.youtube.com/watch?v=py6DoqAufUk&list=PL7iTFgKuioZ6cDvwGYAPaYEPfZNlYV7YE&index=19 Today, we’re going to learn about the notification templates in Leads AI. These templates are used to send email notifications to the admin or users when certain events occur,…

How to Customize and Configure Setup with Leads AI

How to Customize and Configure Setup with Leads AI https://www.youtube.com/watch?v=Azo6yDo8C58&list=PL7iTFgKuioZ6cDvwGYAPaYEPfZNlYV7YE&index=18 Hello, today we are going to discuss the setup in the Leads AI platform. So let’s move on to the setup tab. In setup, we have multiple things such as…

How to Generate and Analyze Reports with Leads AI

How to Generate and Analyze Reports with Leads AI https://youtube.com/watch?v=hV7b7DeiJcA&list=PL7iTFgKuioZ6cDvwGYAPaYEPfZNlYV7YE&index=17 Today, we’re going to delve into the Report tab within Leads AI. This section encompasses various reports related to leads, deals, invoices, expenses, and income. Starting with the lead reports,…

How to Create and Manage Contracts with Leads AI

How to Create and Manage Contracts with Leads AI https://www.youtube.com/watch?v=T2IshpUkeS8&list=PL7iTFgKuioZ6cDvwGYAPaYEPfZNlYV7YE&index=16 In this video, we’re going to learn about the Contracts tab within Leads AI. When you click on the Contracts tab, you’ll be presented with an overview of the total…

How to Integrate and Schedule Zoom Meetings with Leads AI

How to Integrate and Schedule Zoom Meetings with Leads AI https://www.youtube.com/watch?v=ddtGpr_aZfQ&list=PL7iTFgKuioZ6cDvwGYAPaYEPfZNlYV7YE&index=15 Today, we’re going to explore the Zoom Meetings tab within Leads AI. The Zoom Meeting feature allows users to integrate the API algorithm of the Zoom app into the…

How to Use the Messenger Feature within Leads AI

How to Use the Messenger Feature within Leads AI https://www.youtube.com/watch?v=gt6Cq5x8gVI&list=PL7iTFgKuioZ6cDvwGYAPaYEPfZNlYV7YE&index=14 Today, we’re going to explore the Messenger tab within Leads AI. It’s a straightforward process – simply click on the Messenger tab, and if you have any staff members listed,…

How to Manage and Track Market Development Funds with Leads AI

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

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

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,…

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