Getting started
The big picture, and the screen you land on every morning.
2 guides in this section
Getting started is where a new account should begin. It covers two things: what Getlead CRM actually is — how leads, deals, campaigns and your team fit together under one system — and the Dashboard, the screen every login opens on. Between the two guides you get the map and the cockpit: the mental model for the product, then the live view of leads, deals, conversion and pipeline value you'll check first each day. Read What is Getlead? before touching Settings or importing data, since it explains the vocabulary — leads, deals, tasks, campaigns — the rest of the help centre assumes. Then use Your Dashboard to learn which KPIs and charts matter and how to read the pipeline at a glance, so daily check-ins take seconds instead of a tour through every menu. Together they're the fastest route from a fresh login to knowing your way around.
The fastest reply usually wins the deal
Reply in 30 seconds,
not 30 minutes.
Getlead catches the enquiry, alerts the right rep, and keeps every follow-up on track — so speed stops being luck.
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