Beginner
Find your way around LeadScore
Choose the right workspace, find a lead and return to your next useful step.
Getting started
Find your way around, get help and learn where things live.
Beginner
Find lessons in the Learning Center
Browse lessons by experience level and recognize unavailable videos.
Beginner
Work through your notification workspace
Notifications brings updates and linked records into one workspace. Use your own signed-in account and verify the workspace before acting on a notification…
Beginner
Review support requests and report useful context
Support requests lets you follow issues associated with your workspace. LeadScore opens a separate support application inside the page after resolving your…
Advanced
Review a customer Go-Live checklist
The 14-day SnapSuite Go-Live page coordinates an owned checklist for a verified paid customer. It is a specialized customer-onboarding surface, not the…
Beginner
Review a private agreement before signing
The private agreement page lets an intended recipient read one exact agreement and record a typed signature with consent. It is reached through a private link…