Quick-start guides

Short, visual walkthroughs. Open a guide, follow the arrows.

1. Create your account Start the free trial and set up your company. 2. Add a contact & checklist Create a person and attach a default checklist (or make your own). 3. Start a transaction Open a deal and keep tasks moving toward closing. 4. Set up your profile Name, photo, and company defaults so the app looks like yours. 5. Customize your dashboard Hide widgets you don’t use so the home screen stays clean. 6. Add Lead2Deed to your phone Home-screen icon so it opens like an app on iPhone or Android. Convert Excel to CSV Save .xlsx as .csv so you can import contacts.

Stuck? Email lead2deed@gmail.com — we reply by email.

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