LineLeader

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LineLeader Enrol Quick Training Videos

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Training Topic	Training Video
Managing Duplicate Pending Families	https://www.loom.com/share/535c64e1595c40bfb4f5eb52537f3418
Adding a New Family into LineLeader	https://www.loom.com/share/8ad480077c99429d851973391067d777?sid=ad48b2e5-fe10-43e1-88d1-64b7ebedb296
Completing Daily Tasks	https://www.loom.com/share/4adfea363a3a48d886bdc4e39db37e1b?sid=9a296b24-4d1a-4b5b-a54c-86e36a580d4d
Creating/Adding a New Task	https://www.loom.com/share/6e822158d6d44a6094fadf05526acfd9?sid=7ba13ded-31aa-4498-be2d-036e73fa18e0
Creating/Adding a New Tour	https://www.loom.com/share/9d1e7230d3ef442680a27b0ede113ac7?sid=28f98029-0ed6-4014-a6bf-1d9d89e3321e
Actioning a Tour Booking	https://www.loom.com/share/ba4daeb87ff84884b6f3b11314fc1ee7?sid=560c312f-8268-450d-abc4-c0c10879423c
How to set up a new User	https://www.loom.com/share/9f34cbf1314f48578caf8a3fe1c5d423
How to Login to LineLeader via AU Website or URL	https://www.loom.com/share/bb3c633f56a44be7aa9e409fe78efcb4
How to reply to emails & texts in the inbox	https://www.loom.com/share/575ffb75d30042308f0eb74127e3d911
How to refer/transfer lead to other location	https://www.loom.com/share/1e2012e056b24ca980a62b9e83443985
How to pull a waitlist report	https://www.loom.com/share/5a639b0e96364b73913c3b74346e032d
How to send a group email or text	https://www.loom.com/share/fb63bc2133f24890a7d418aa854efce8
Where can I see my Tours	https://www.loom.com/share/509b02eb189a4b1b819e64b57cc82409
How to update my Paren Schedule Tour (PST) times	https://www.loom.com/share/e67fdb7f5958457198b34ff812762388
I've had a change in staff - How do I update this?	https://www.loom.com/share/68ada24b53044924bd388249d408fe44
How do I delete a child/lead	https://www.loom.com/share/729cd5bb9c964ca3b326c0a9cc7bbce4
I accidentally rejected a lead - What should I do?	https://www.loom.com/share/3fa22017816041f7889d74670b5052e8
How do I link family records together?	https://www.loom.com/share/dbde680e2ea1475dabdf664749447326
Parent rescheduled a tour - What should I do?	https://www.loom.com/share/5420ee6dca9345cca5b94ff83f8f706d
How do I add a New Task/Task Result?	https://www.loom.com/share/adf0c225f71a40d6be17ab0e56d2960b
How do I deactivate a user?	https://www.loom.com/share/43943ef3ad3e40afb0ee73b0a7ad037d
How to add a new Location in LineLeader?	https://www.loom.com/share/0322ac1ad11240169c932d43161508a9
How can I save, share & schedule a report?	https://www.loom.com/share/27a592b0f4a84ee2bad1950f4e757c6b
How do I text/email a parent?	https://www.loom.com/share/dde38dfb77b04fe19ed5ae3c1be882dd
How to use variable tags in Message Templates?	https://www.loom.com/share/eb13315698324703b48d97c92afc626c
How to block off Public Holidays (No Tour Dates)	https://www.loom.com/share/13ce02c6c6c54f13b46794c70a436f8e