LineLeader

Teddy Hook

Marketing Team

Imogen Shelton

Here you can find recordings of the bi-weekly User Training and Deep Dive sessions. It's a great place to get answers to your questions and learn how to utilize all the exciting features and updates in the platform.

User Training Video Recordings

Recordings of LineLeader Enroll User Trainings

LineLeader Enroll User Training Videos

Our Australian LineLeader Enrol Team put together quick screen recording videos to walk you through some training topics and FAQs. Check them out below!

LineLeader Enrol Quick Training Videos

Learn more about the standard reports now available in CRM+ and how to utilize them for your childcare organization.

CRM+ Reports Update Deep Dive Session

Learn how to enable Telephony in ChildcareCRM.

CRM+ Customer Webinar: Telephony

Learn how to create and edit email templates in CRM+ in this Deep Dive session from April 2022

CRM+ Deep Dive: Creating and Editing Email Templates

Learn how to utilize CRM+ reports for your childcare organization. February 2022 CRM+ Deep Dive Reports Training

CRM+ Deep Dive Reports Training

Learn how to use CRM+ Drip Campaigns and Automations to Save Time

CRM+ Webinar: How to use CRM+ Drip Campaigns & Automations to Save Time

Learn more about the the CRM+ Location Dashboard and how to use it to get the most out of the system & grow your business with less work.

CRM+ Deep Dive Location Dashboard

This CRM+ deep dive training will help you learn more about landing pages and web forms.

CRM+ Deep Dive: Landing Pages & Web Forms

Facebook is the go-to social media platform for parents, this deep dive training will help explain how to use CRM+ to communicate with them.

CRM+ Deep Dive: Facebook Training

Learn how to utilize CRM+ reports for your childcare organization. March 2022 CRM+ Deep Dive Reports Training

CRM+ Deep Dive: Reports

LineLeader Enroll Video Trainings

Manage & Engage User Training Videos

LineLeader Manage & Engage Video Trainings

Find answers and get help from Intercom Support and Community Experts

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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.

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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.

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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.

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