CW Frontier Innovations

leadagg (v1.2) — User Guide

Updated for version 1.2

Use this living guide to onboard advisors, master daily workflows, and troubleshoot issues without slowing momentum. Each section links directly to deeper content below.

What’s New in This Version

Dashboard metrics now include warm lead scheduling goals for each advisor.
Analytics export refreshed with source-level cost benchmarks for quarterly reviews.
Support section updated with after-hours escalation path and ticket guidelines.

introduction

1. Introduction & Overview

Understand what leadagg offers and why financial advisors rely on it for modern lead management.

1.1 What is leadagg?

leadagg centralizes prospect tracking, communication notes, and marketing analytics in a single workspace.
Provides visibility across offices, advisors, and marketing sources to help teams collaborate effectively.

1.2 Why use it — the problem it solves

Eliminates fragmented spreadsheets and missed follow-ups by giving teams a shared, live status board.
Surfaces actionable insights so advisors can double down on high-performing lead sources.

1.3 Key features at a glance

Unified dashboard with performance metrics refreshed in near real time.
Lead detail workspace with notes, timeline events, and automation triggers.
Analytics suite highlighting conversion trends, source quality, and marketing ROI.

1.4 Target users

Financial advisors seeking clarity across inbound, warm, and hot leads.
Operations teams coordinating multi-advisor offices or regional branches.

getting-started

2. Getting Started

Create your account, configure your office, and learn where core tools live before onboarding the team.

2.2 Create your office

Name your office exactly as it appears on your marketing collateral to keep analytics consistent.
Assign the initial office owner; they can invite additional advisors once setup is complete.

2.3 Initial office settings

Set default lead statuses and pipeline stages so imported data maps correctly from day one.
Configure time zone, currency, and default target KPIs for scheduling and conversion metrics.

2.5 Tour of UI sections

Dashboard shows current performance and alerts that need attention.
Leads provides a sortable, filterable table of all prospects across sources.
Analytics highlights conversions, costs, and marketing trends at a glance.
Profile & Settings lets you manage office-level defaults and personal preferences.

core-workflows

3. Core Workflows

Day-to-day activities inside leadagg center on the dashboard, leads workspace, analytics, and profile settings.

3.1 Dashboard / Home

Purpose: monitor office-wide performance indicators and spot trends immediately.
Key metrics include total leads, scheduled meeting percentage, and cost per lead.
Interact with metric cards to reveal historical performance and suggested next steps.
Use date range filters to analyze performance over the last 30 days, quarter, or custom periods.
Tip: Hover over chart points to view exact counts and conversion percentages for that interval.

3.2 Leads Page (List / Table)

Purpose: manage every prospect using filters by status, source, advisor, or intake date.
Columns include lead name, lifecycle status, created date, primary source, and owner.
Use the quick search to locate a specific lead; combine with column sorting for deeper filtering.
Bulk select multiple rows to trigger multi-update or export actions when enabled.
Select ‘New Lead’ to capture inbound calls or manually sourced prospects within seconds.
Tip: Sorting by "Last Activity" bubbles the warmest leads to the top of your follow-up list.

3.3 Lead Detail / Lead Screen

Purpose: review complete contact details, timeline history, and current action plan for a lead.
Sections include contact profile, qualification tags, status timeline, and collaborative notes.
Change lead status or add notes using the action bar; updates sync instantly across dashboards.
Attach files or meeting summaries so team members can review prep work in context.
Status changes refresh analytics widgets and maintain an audit trail for compliance.

3.4 Analytics / Marketing Insights

Purpose: evaluate marketing effectiveness by tracking conversions, source quality, and trends.
Available charts include conversion rate by quarter, cost per lead over time, and source quality heatmaps.
Filters allow segmentation by time period, lead source, campaign, or office.
Interpret charts using the insight banners that call out anomalies or streaks worth action.
Export CSV snapshots when you need to share results with leadership or external partners.
Tip: Apply a custom source label if you renamed marketing channels so graphs reflect shared terminology.

3.5 Profile / Office & Settings

Profile page summarizes personal details, notifications, and authentication options.
Office settings manage branding, custom lead sources, default filters, and scheduling targets.
Administrators control advisor access levels and can deactivate users who leave the firm.
Revisit these settings quarterly to ensure KPIs and automation rules match current goals.

configuration

4. Configuration & Customization

Tailor leadagg to match your workflow, lead sources, and future integrations while keeping defaults safe.

4.1 Available settings

User preferences: language, locale, notifications, and calendar reminders.
Office settings: lead statuses, source labels, expense mapping, and automation toggles.

4.2 Default behavior

Lead statuses default to `New`, `Working`, `Meeting Scheduled`, `Won`, and `Lost`.
Marketing expenses import nightly unless you opt out in the office preferences panel.

4.3 Customizing fields & sources

Add or rename lead sources to mirror campaigns tracked in your CRM or advertising platforms.
Define custom statuses to follow your unique sales process while preserving analytics mappings.

4.4 Future integrations

Integrations roadmap includes CRM sync, marketing automation, and telephony connectors.
Refer to `Account → Integrations` for the latest beta programs and availability dates.

4.5 Saving or reverting

Save settings to persist changes instantly; adjustments cascade to dashboards within minutes.
Use the revert option to restore the previous configuration if analytics regress unexpectedly.

troubleshooting

5. Troubleshooting & Common Issues

Use these diagnostics before escalating to support to resolve common account and data questions.

5.2 Lead not appearing / data missing

Ensure filters are cleared on the leads table; status and date filters persist between sessions.
Verify the lead source integration shows a recent sync time inside `Account → Integrations`.

5.3 Analytics not updating

Check the analytics date range; select `Last 30 Days` to trigger a live recalculation.
If data seems stale, confirm overnight jobs completed in the maintenance log within settings.

5.4 Status changes not reflecting

Refresh the lead detail page or reopen the lead from the list to pull the latest status history.
Review automation rules to ensure a conflicting workflow is not overwriting manual updates.

5.5 UI / display glitches

Clear browser cache and confirm you are on the supported browsers list in the appendix.
Capture a screenshot and note the time if rendering issues persist; provide this detail to support.

5.6 When to contact support

After verifying integrations, filters, and cache, escalate issues with reproducible steps.
Include the impacted office, lead IDs, and screenshots to expedite troubleshooting.

maintenance

6. Maintenance, Updates & Versioning

Understand how updates roll out and where to review the latest change history for transparency.

6.1 Update cadence

leadagg deploys maintenance releases weekly; feature releases target the first Tuesday of each month.
Updates apply automatically in the background; you will see a banner if a reload is required.

6.2 Version numbering

Version numbers follow `major.minor.patch`; review the changelog in the appendix for history.
Release notes highlight dashboard, leads, analytics, and integrations updates separately.

6.3 Backup & retention

Data snapshots run nightly with 30-day retention; contact support for extended compliance exports.
Restorations are coordinated through support to maintain data integrity and audit trails.

6.4 Upgrading / migrating

If major changes affect workflows, preview environments are provided for validation before launch.
Migration guides live in the appendix and detail steps for data mapping or integration updates.

appendices

7. Appendices / Reference

Quick reference material that clarifies terminology, shortcuts, exports, and historical changes.

7.1 Glossary

Lead: a prospective client actively tracked in the system.
Conversion rate: percentage of leads that move to `Won` within a selected period.
Status: lifecycle label representing the lead's progress in your pipeline.

7.2 Keyboard shortcuts

Press `/` on the leads table to focus the quick search bar.
Use `Shift + K` to open the command palette for faster navigation (beta).

7.3 Sample data

Demo offices include `Trailhead Advisors` with warm and hot leads representing realistic states.
Use sample analytics exports to validate spreadsheet formulas before importing live data.

7.4 Change history

See the release notes archive linked below for version highlights and bug fixes.
Maintain an internal log of process updates when you adopt new features across the team.

support

8. Support & Contact

Reach out to CW Frontier Innovations for help, feedback, or roadmap discussions.

Support email

Email info@cwfrontierinnovations.com for assistance (configure before launch).

Hours of support

Support is available weekdays 9am–6pm CT; emergency escalations monitored after hours.

Report bugs or request features

Email info@cwfrontierinnovations.com with steps to reproduce, affected office, and lead IDs.

Contact support