[{"data":1,"prerenderedAt":134},["ShallowReactive",2],{"shell":3,"article:learning-center":33},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":34,"kind":35,"href":36,"icon":37,"title":38,"description":39,"level":40,"status":41,"verification":42,"reviewedAt":43,"videoStatus":44,"topic":45,"html":48,"toc":49,"shots":60,"related":67,"topicNext":105,"paths":109,"videos":110,"sidebar":111},"learning-center","guide","\u002Fguides\u002Flearning-center","compass","Find lessons in the Learning Center","Browse lessons by experience level and recognize unavailable videos.","beginner","published","browser-observed-read-only","2026-11-04","planned",{"slug":22,"title":46,"href":47},"Getting started","\u002Ftopics\u002Fgetting-started","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>Use the product's Learning Center to browse training without changing a lead or starting outreach. Choose the \u003Cstrong>Learning Center\u003C\u002Fstrong> book icon in the header; it opens the \u003Cstrong>Learning Center\u003C\u002Fstrong> page.\u003C\u002Fp>\u003Col class=\"steps\">\n\u003Cli>Start with \u003Cstrong>Beginner\u003C\u002Fstrong> if you are new. Other choices are \u003Cstrong>Intermediate\u003C\u002Fstrong>, \u003Cstrong>Advanced\u003C\u002Fstrong>, \u003Cstrong>How To\u003C\u002Fstrong>, \u003Cstrong>Release Updates\u003C\u002Fstrong> and \u003Cstrong>All Videos\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Choose \u003Cstrong>Grid View\u003C\u002Fstrong> or \u003Cstrong>List View\u003C\u002Fstrong> to change how the lesson list appears.\u003C\u002Fli>\n\u003Cli>Read the title and description before opening a lesson. A \u003Cstrong>Coming Soon\u003C\u002Fstrong> card is not a playable lesson.\u003C\u002Fli>\n\u003Cli>If a recording is available, use the lesson controls and follow any linked written instructions. Playback and links must be checked independently; a thumbnail is not proof that a video works.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Add Bookmark\u003C\u002Fstrong> can help you find a lesson again. Bookmarking or reading a lesson does not mean a CRM task has been completed.\u003C\u002Fli>\n\u003C\u002Fol>\u003Cfigure class=\"shot\" data-shot-figure=\"learning-center\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"learning-center\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Learning Center on the Beginner category in grid view, with four lesson cards and one marked Coming Soon\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Flearning-center.jpg\" alt=\"Learning Center on the Beginner category in grid view, with four lesson cards and one marked Coming Soon\" width=\"1920\" height=\"873\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Learning Center on the Beginner category, with lesson cards, video lengths and a Coming Soon card.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"learning-center\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003C\u002Fdiv>\n\u003Cdetails class=\"accordion\" data-section=\"if-a-lesson-does-not-work\">\u003Csummary>\u003Ch2 id=\"if-a-lesson-does-not-work\">If a lesson does not work\u003C\u002Fh2>\u003Cspan class=\"acc-hint\">Troubleshooting\u003C\u002Fspan>\u003C\u002Fsummary>\u003Cdiv class=\"accordion-body\">\u003Cp>Choose a relevant written guide, or use support to identify the lesson title and the problem. Do not enter credentials into a video page or external resource because a lesson asks you to. Some catalog entries and resource links still need verification; unavailable content must stay labeled as such.\u003C\u002Fp>\u003Cp>This help site provides goal-based written learning paths. Video lessons will appear only when recordings are available. Start with \u003Ca href=\"\u002Fguides\u002Fimport-leads\">Import\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fleads\">Leads\u003C\u002Fa> and \u003Ca href=\"\u002Fguides\u002Ftasks\">tasks\u003C\u002Fa> for a basic written workflow.\u003C\u002Fp>\u003C\u002Fdiv>\u003C\u002Fdetails>\n\u003Cdetails class=\"accordion\" data-section=\"detailed-guides\">\u003Csummary>\u003Ch2 id=\"detailed-guides\">Detailed guides\u003C\u002Fh2>\u003Cspan class=\"acc-hint\">More guides\u003C\u002Fspan>\u003C\u002Fsummary>\u003Cdiv class=\"accordion-body\">\u003Cp>For a focused written lesson, use \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-notes\">Lead Notes\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fworkflow-task-create\">Create a task\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fworkflow-import-history\">Import History\u003C\u002Fa>, or \u003Ca href=\"\u002Fguides\u002Fworkflow-email-composer\">Email composer\u003C\u002Fa>. Start operational exercises only when their required permissions and channel setup are in place.\u003C\u002Fp>\u003C\u002Fdiv>\u003C\u002Fdetails>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cfigure class=\"shot\" data-shot-figure=\"learning-center\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"learning-center\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Learning Center on the Beginner category in grid view, with four lesson cards and one marked Coming Soon\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Flearning-center.jpg\" alt=\"Learning Center on the Beginner category in grid view, with four lesson cards and one marked Coming Soon\" width=\"1920\" height=\"873\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Learning Center on the Beginner category, with lesson cards, video lengths and a Coming Soon card.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"learning-center\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003C\u002Fsection>",[50,54,57],{"id":51,"text":52,"depth":53},"if-a-lesson-does-not-work","If a lesson does not work",2,{"id":55,"text":56,"depth":53},"detailed-guides","Detailed guides",{"id":58,"text":59,"depth":53},"screenshots","Screenshots",{"learning-center":61},{"id":34,"src":62,"alt":63,"caption":64,"width":65,"height":66},"\u002Fmedia\u002Fscreenshots\u002Flearning-center.jpg","Learning Center on the Beginner category in grid view, with four lesson cards and one marked Coming Soon","The Learning Center on the Beginner category, with lesson cards, video lengths and a Coming Soon card.",1920,873,[68,74,80,87,93,99],{"slug":69,"title":70,"href":71,"icon":72,"description":73,"level":40},"import-leads","Import a small list of leads","\u002Fguides\u002Fimport-leads","upload","Prepare a compatible file, choose import settings and check where records appear.",{"slug":23,"title":75,"href":76,"icon":77,"description":78,"level":40,"productLocation":79},"Find and review leads","\u002Fguides\u002Fleads","users","Use the lead lists to find a record, understand its lifecycle, and open its details before deciding what to do next. You need a signed-in workspace and access…","Leads",{"slug":81,"title":82,"href":83,"icon":84,"description":85,"level":40,"productLocation":86},"tasks","Manage follow-up tasks","\u002Fguides\u002Ftasks","calendar-check","Tasks gives the team a shared place to review assignments, due dates, and progress. You need access to the task area and the relevant workspace records. Task…","Task",{"slug":88,"title":89,"href":90,"icon":77,"description":91,"level":92},"workflow-lead-notes","Read and add lead notes","\u002Fguides\u002Fworkflow-lead-notes","Notes combines the lead's note timeline with a note composer. Open the intended record in the shared drawer and select Notes; there is no separate Notes route…","intermediate",{"slug":94,"title":95,"href":96,"icon":84,"description":97,"level":92,"productLocation":98},"workflow-task-create","Create a follow-up task","\u002Fguides\u002Fworkflow-task-create","The Add Task form creates work for a person or the AI Assistant. You need access to Tasks and the relevant lead or workspace. Confirm the intended assignment…","Quick Add (+) → Add Task",{"slug":100,"title":101,"href":102,"icon":72,"description":103,"level":92,"productLocation":104},"workflow-import-history","Read import history and recovery status","\u002Fguides\u002Fworkflow-import-history","Import History tracks uploaded files and their processing results. You need access to Import and the current workspace. Reviewing history is separate from…","Import → History",{"slug":106,"title":107,"href":108},"notifications","Work through your notification workspace","\u002Fguides\u002Fnotifications",[],[],{"title":46,"href":47,"groups":112},[113],{"title":114,"items":115},null,[116,120,121,122,126,130],{"label":117,"href":118,"slug":119},"Find your way around LeadScore","\u002Fguides\u002Fnavigate-leadscore","navigate-leadscore",{"label":38,"href":36,"slug":34},{"label":107,"href":108,"slug":106},{"label":123,"href":124,"slug":125},"Review support requests and report useful context","\u002Fguides\u002Fsupport","support",{"label":127,"href":128,"slug":129},"Review a customer Go-Live checklist","\u002Fguides\u002Fgo-live-checklist","go-live-checklist",{"label":131,"href":132,"slug":133},"Review a private agreement before signing","\u002Fguides\u002Fagreement-signing","agreement-signing",1793910213571]