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Account Set Up
Account Set Up
Onboarding and account setup
14 articles in this collection
Written by
Chemierra McNeil
and
Joe Hansen
Editing Curated Campaigns
Steps for editing a campaign
Written by
Joe Hansen
Updated over a week ago
Creating and Managing Users/Teams
Inviting users and adding members and teams to your Lead Pilot account
Written by
Chemierra McNeil
Updated this week
Configure Email Settings
CNAME Record Help: Wix
Written by
Joe Hansen
Updated over a week ago
CNAME Record Help: IONOS
Support articles for adding CNAME records to your IONOS DNS host
Written by
Joe Hansen
Updated over a week ago
CNAME Record Help: Squarespace
Support articles for adding CNAME records to your Squarespace DNS host
Written by
Joe Hansen
Updated over a week ago
(Optional) Adding an SPF/TXT Record
A TXT record associated with a domain's DNS for email authentication.
Written by
Chemierra McNeil
Updated over a week ago
Authenticate Your Domain
Email authentication and CNAME setup
Written by
Chemierra McNeil
Updated over a week ago
Add CNAME Records
A general guide to connecting Lead Pilot to your DNS Host
Written by
Joe Hansen
Updated over a week ago
Add CNAME Records to GoDaddy
A guide for adding records when GoDaddy is your DNS host
Written by
Joe Hansen
Updated over a week ago
Add CNAME Records to Network Solutions
A guide for adding records when Network Solutions is your DNS host
Written by
Chemierra McNeil
Updated over a week ago
Add Your Email Address to Lead Pilot
Adding the name and address so you can send emails from Lead Pilot
Written by
Joe Hansen
Updated over a week ago
Adding Social Networks & Contacts
Connect Social Network Accounts
Connecting your social network accounts #onboarding #setup
Written by
Joe Hansen
Updated over a week ago
Creating Social Network Accounts
Making a Facebook Page, and Twitter and LinkedIn profiles
Written by
Chemierra McNeil
Updated over a week ago
Import Contacts to Lead Pilot
Add contacts to Lead Pilot to start tracking leads and clients #onboarding #setup
Written by
Joe Hansen
Updated over a week ago