Training

Training

How to use your system

Four short modules take you from logging in to running the whole pipeline. Work through them in order.

Step 1

Accessing your LeadConnector account

Your login details arrive by email

Once onboarding kicks off, Heather emails each team member a personal invite to your LeadConnector sub-account. Look for an email from the platform — check spam if it doesn't arrive within a few minutes of the tech setup phase.

  1. 1Watch for an invite email with the subject line inviting you to your account
  2. 2Click the secure link and set your password
  3. 3Sign in at the LeadConnector login page
  4. 4Download the LeadConnector mobile app for on-the-go access
Didn't get your invite? Reply to your onboarding email or book a call with Andy and Heather will resend it right away.
Step 2

How the system works

The big picture

Your Property Pipeline Pro system is built to move leads from first click to booked appointment — automatically. Here's how the pieces fit together.

  1. 1Traffic lands on your FunnelCentrix website and funnels
  2. 2Leads enter your LeadConnector CRM and get tagged & segmented
  3. 3Automations trigger nurture emails, SMS, and follow-up tasks
  4. 4Qualified leads book straight into your calendar
  5. 5Everything is tracked and reported back to you
Think of it as: website captures, CRM organizes, automations nurture, calendar closes.
Step 3

Using the LeadConnector app

Your CRM on mobile

The LeadConnector mobile app puts your entire pipeline in your pocket. You can manage contacts, reply to messages, and keep deals moving from anywhere.

  1. 1Download the app from your phone's app store
  2. 2Sign in with your LeadConnector credentials
  3. 3Review your pipeline and drag deals between stages
  4. 4Reply to leads via text and email directly from the app
  5. 5Get push notifications for new leads and bookings
Turn on notifications so you never miss a hot lead — speed-to-lead wins deals.
Step 4

Using the FunnelCentrix web platform

Your website & funnels

FunnelCentrix is where your website and lead funnels live. It's where leads land, convert, and flow straight into your LeadConnector CRM.

  1. 1Log in to your FunnelCentrix dashboard
  2. 2Review your live website and funnel pages
  3. 3Check page analytics, traffic, and conversions
  4. 4Preview any page before edits go live
  5. 5Request changes through the support team or on a review call
You don't have to edit pages yourself — our team handles builds and edits. You'll use FunnelCentrix mostly to review and approve.

Who to reach out to

Your onboarding team is here to help at every step.

Andy

Onboarding Strategist

Strategy, timeline, and your kickoff & review calls

Heather

Technical Lead

Account setup, integrations, and LeadConnector access

Copy Team

Messaging & Content

Funnel copy, nurture sequences, and brand voice

Questions about training?

Book a call and we'll walk through it together.

Book a call with Andy