• Key components of the Marketing Audit report in the Prospecting Tool

    This tool analyzes the strength of your prospects’ online presence in terms of their Listings and Reviews. The Report also clearly showcases the gaps in their online marketing strategies.  TABLE OF CONTENTS Business Reviews Analysis: Business Listings Overview: Business Critical Information Evaluation: Easy Search Functionality and unlimited report: SEO Analysis:…

  • How to find Leads for a business using Prospecting Tool

    Lead Contact Details Users can access comprehensive lead information directly within the Point of Contacts section of the Prospecting Tool, including:   Lead Information: For each generated prospect, users can now access vital lead details such as their role, expertise, and more. Social Media Profiles: Easily connect with prospects through their linked…

  • Analysing Website Performance of a prospect in the Marketing Audit Report

    The Website Performance section is essential in the Marketing Audit Report of a prospecting tool as it helps agencies optimise user experience, improve search engine visibility, conduct competitive analysis, optimise conversion rates, and provide valuable client education and consultation services on their website.  TABLE OF CONTENTS How to access Website…

  • SEO Heatmaps in the Prospecting Tool: A Support Guide

    Overview The SEO Heatmap feature in the Prospecting Tool provides a visual representation of your prospect’s search engine rankings. This feature allows agencies and businesses to quickly understand where their website stands in search results for specific keywords and locations, helping improve visibility and optimise SEO efforts. What is an…

  • Understanding the Grades in Your Marketing Audit Report

    This document provides detailed information on the visual representation and calculation of scores within the Marketing Audit Report. The aim is to offer clarity on how different performance levels are evaluated and displayed using a colour-coded scheme and weighted scoring system. TABLE OF CONTENTS Overall Score Calculation: Business Information Section…

  • Introduction to Workflows and Automations

    Workflow automation simplifies repetitive tasks by setting up sequences of predefined actions triggered by specific events. This introduction explains the essentials of workflow automation, including its core components—triggers and actions—key benefits, and real-world applications, providing a strong foundation to explore further. TABLE OF CONTENTS What is Workflow Automation? Key Benefits…

  • Highlighting & Resolving Errors in a Workflow

    TABLE OF CONTENTS Overview Why This Feature Matters Key Features Using Error Resolution AI (Step-by-Step Guide) Error Resolution Types FAQs Overview The Error Highlight and Error Resolution using AI feature helps you quickly identify, understand, and resolve errors within your workflows using AI.  This feature provides visual cues, actionable insights,…

  • Custom Code AI

    TABLE OF CONTENTS Overview: Previous Behaviour What’s New? How to Use It? Use Cases Overview: Writing custom code in workflows just got smarter, faster, and easier—thanks to AI! We’re thrilled to introduce Code with AI (Beta), enabling users to generate custom code snippets with just a simple description. Previous Behaviour:…

  • Action – Send Email

    In this article, you’ll learn how to use the “Send Email” action in your workflow to automate and personalize email communication with your contacts. We’ll guide you through the key benefits of this action, provide a step-by-step process for setting it up, and share a practical example to help you…

  • How to use the Custom Webhook LC Premium Workflow Action?

    The Custom Webhook – LC Premium Action is a feature enabling real-time data exchange between your CRM and third-party services. It allows tailored requests with various HTTP methods, authorization, headers, and query parameters. This user-friendly tool ensures efficient and accurate workflows while considering API responses and server limitations. Covered in…