How to Video Series
Watch this “How to” series to get started
You can watch this 20 minute series on our Youtube channel or keep scrolling to watch each video individually below.
QUICK START GUIDE
Getting Started with Lead Scout
Welcome to Lead Scout - it's time to get started! Here are the top 3 things you can do right now to get started the right way. 1) Download the mobile app on iOS or Android if you haven't already. 2) Invite your team members. 3) Scout your first prospect.
VIDEO #2: TEAM MANAGEMENT
Invite & Manage Team Members in Lead Scout
Easily add team members in Lead Scout for seamless collaboration. Follow these steps to invite and enable your sales team.
VIDEO #3: STATUSES
How to set a status on a prospect
Use prospect statuses to streamline scouting: prioritize prospects, organize your pipeline, and enable data-driven decision making.
VIDEO #4: TAGS
What are tags and how should I use them?
Tags are key to organizing your scouting. Learn how to use tags to streamline canvassing, enhance collaboration, and boost sales.
VIDEO #5: NOTES
How to add collaborative notes to a prospect
Use notes to add more detail to a prospect beyond tags and the prospect status and to give your team (or yourself) more context for the next time you visit that prospect!
VIDEO #6: LEADERBOARD
Use the Leaderboard to measure success and keep your team accountable
Use the leaderboard as your pulse for team activity in Lead Scout. Filter over a time range to track status updates, tags, or direct mail.
VIDEO #7: ACCOUNT SETTINGS
Update My Account information
Easily update your personal info in Lead Scout: name, email, phone, and password. Keep your account updated to avoid collaboration issues!
VIDEO #8: COMPANY SETTINGS
Update Company information and settings
Easily keep your company information up to date in Account Settings within your Lead Scout account.
VIDEO #9: COMPANY SETTINGS
How to manage your subscription
Login to your account on the web portal at to manage your subscription, update your plan, update your payment method, or view your invoice history.
