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  • Gain a Competitive Edge with Competitor Analysis in Reputation Management

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    The Competitor Analysis feature empowers agencies and businesses to benchmark their online reputation against up to three competitors. Using real-time review data from Google, Facebook, Yelp, Foursquare, Trustpilot, and more, you can quickly uncover strengths, weaknesses, and opportunities to get ahead of the competition. TABLE OF CONTENTS ? Table of…

  • Texas Mini-TCPA Law: What You Need to Know (Effective Sept. 1, 2025)

    • September 15, 2025
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    NOTE: This information is for educational purposes only and does not constitute legal advice. The content provided is general in nature and may not reflect the most up-to-date information. Lead connector strongly advises consulting with a qualified legal counsel to ensure your compliance with applicable laws and regulations in connection with…

  • How to use the Sync Edit Checkbox for Email Actions in Workflows(Continuous Sync)

    • September 4, 2025
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    The new Sync Changes feature gives you control over whether changes in your workflow’s email action should update the template or not. Enable or disable sync easily with a checkbox while selecting templates for email actions. TABLE OF CONTENTS What’s New Benefits How to Use FAQ What’s New p]:pt-0 [&>p]:mb-2…

  • Track External Forms with the Tracking Script

    • September 3, 2025
    • admin_wiki

    Our tracking script lets you capture form submissions from external websites (WordPress, Wix, Squarespace, Shopify, custom sites) and sync them into your CRM. It also records page views on any page where the script is installed. This guide is written for all users. If you’re comfortable with code, you’ll find…

  • Getting Started – Launch a Course

    • August 29, 2025
    • admin_wiki

    Setting up and launching your online course might seem daunting at first, but trust me—it’s simpler than you think! With just a few clicks, you’ll be on your way to sharing your expertise, building your audience, and even earning some income. Let’s dive in step-by-step. TABLE OF CONTENTS Create a…

  • How to view all “Chart of Accounts” within the Xero Integration?

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    If you are unable to view your Chart of Accounts in your CRM after connecting with Xero, follow the steps below to enable it. Step 1: Go to Settings in Xero From your Xero dashboard, select your organization. Click Settings from the dropdown menu. Step 2: Open Advanced Settings In Organization settings, scroll…

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