Navigating Your Connect Account

Let's dig into the details as we guide you through navigating your account dashboard.

Two ways to learn where everything resides. Choose the method that best suits you:   

• Watch the video: For a visual guide on navigating your dashboard and understanding where to go to view lead details, set up your account and customize your account to your preferences, .
• Step by Step Instructions: If you prefer a text-based guide, follow these simple steps, complete with screenshots. You'll find both choices below.

VIDEO INSTRUCTIONS: From 00:00 to 00:50

STEP BY STEP INSTRUCTIONS:

After logging in to your account, you'll arrive at the dashboard. Here you'll find a summary of activity and your most recent leads. Navigate your way to the dashboard's upper right hand corner. Click on the head and shoulders icon.

A dropdown menu will appear. Here you'll see the options for Leads, My Account and Logout. Click on "Leads" and all your leads will display with the most recent at the top of the page. You'll also see a summary of the number of leads, contacts and discussions.

Next, click on the account button in the dropdown.

At the top of the page you will see the HTML code you'll need to load the lead gen tool (widget) to your website.

Scroll down from there and on the right you'll see your account information. On the left is where you'll find customization options.