Platform Onboarding Guide
Short videos that show you how to use your partner account.
How to log in
- Go to app.lixen.ai.
- Click Forgot password.
- Enter your email address.
- Check your email and set your own password.
Video 1
Signing in and your dashboard
How to sign in and find your way around your dashboard.
Video 2
Contacts and Smart Lists
How to find your leads and keep them organized with Smart Lists.
Video 3
Lead Registration form
How to register a new lead so it is recorded under your name.
Video 4
Pipeline stages
How to read the pipeline and move a deal to the next stage.
Video 5
Calendars: booking a call
How to book a call with a lead on the calendar.
Video 6
Conversations: emailing a lead
How to email a lead from Conversations.
Video 7
Notes and tasks
How to add notes and set follow-up tasks on a lead.
Video 8
Client Handoff form
How to hand a closed client over to our team.
These videos use demo sample data. Names, businesses, and records shown are examples only.