Learn, Grow & Master
Leadvix
Guides, tips, and deep dives on CRM software workflows, lead management, and AI automation written to help you actually grow your business, not just use the software.
How to Customise Your Account Settings
Updating your company info, email integrations, and system preferences What Is This Guide For? This guide covers everything inside the Settings section where you...
Read MoreHow to Add and Manage Your Team
Adding employees, setting roles, and controlling who has access to what What Is This Guide For? If you’re not working alone, LeadVix lets you...
Read MoreHow to Read Your Dashboard & Reports
Understanding your numbers and what to do with them What’s on the Dashboard Click Dashboard in the left sidebar. At the top, you’ll see...
Read MoreHow to Set Up the SendGrid Webhook
Connecting SendGrid to LeadVix so every email event gets tracked automatically What Is This Guide For? You’ve connected SendGrid for sending and IMAP for...
Read MoreHow the AI Email Assistant Works
Understanding how LeadVix reads, classifies, and responds to your leads automatically What Is This Guide For? Once your campaign is running and leads start...
Read MoreHow to Run Your First Email Campaign
Taking your leads and templates and turning them into real outreach What Is This Guide For? You’ve connected SendGrid, set up IMAP, configured your...
Read MoreHow to Create an Email Template
Building the emails your campaigns will send manually or with AI What Is This Guide For? Before you can run a campaign in LeadVix,...
Read MoreHow to Manage and Organise Your Leads
Finding, filtering, updating, and staying on top of your lead data inside LeadVix What Is This Guide For? Once your leads are imported, the...
Read MoreHow to Import Leads Into LeadVix
Getting your contact data into the platform and ready for campaigns What Is This Guide For? Now that your account is fully set up,...
Read MoreHow to Configure General Settings
Setting up your company information, sender details, Auto Send preference, and Knowledge Base What Is This Guide For? You’ve connected SendGrid and set up...
Read MoreWelcome to LeadVix & How to Create Your Account
Everything you need to know before you start, plus how to get set up in minutes What Is LeadVix? LeadVix is a CRM platform...
Read MoreHow to Connect SendGrid to LeadVix
Setting up outbound email so LeadVix can start sending on your behalf What Is This Guide For? Before LeadVix can send any outreach emails,...
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