Hello there! 😊
Welcome to the Skylead Terminology article!
To better understand our platform and for seamless communication with our support team, we created a list of words and their meaning.
First things first!
Skylead Login Page🏆
Here you can register, if you are a new user or log in if you are already registered.
Master login dashboard 🥇
This is the page you will see when you first register to Skylead
From here you can buy Seats to connect your Account.
User, Account, and Seat ➕
Skylead User 🆕
What is a User on Skylead?
When you first register you create a User on Skylead.
The user is the one who manages all billing information and can buy seats, connect accounts, cancel accounts, or delete them.
Become a User is free, all you need to do is - Register on our Platform.
When you click on Add seat button you will be taken to the Account creation.
We call it Account once it is connected with Linkedin or/an email.
To create an Account on Skylead you first need to buy a Seat. You can think of a seat as a token, or credit that you can use to create an Account.
The seat doesn't necessarily have to be converted to an account, you can have a seat that is not connected yet and use it when you are ready.
If you have unused seats they will be shown at the bottom of the page.
On this page, you can see all your leads from all campaigns. You can switch between active campaigns, filter the leads by certain criteria, edit them, and export them.
Here you can also see what is the status of the lead, what will be the next step, etc.
Reports page 📊
This is the page where you go to see all of the activity of your account. All statistics for every step will be shown here.
You can see the graph and the table for the selected period, both for all campaigns and for each campaign individually. 📈
Messages Page 🗨️
This is our Smart Inbox page.🎉
Here you will see all replies from your leads.
You can reply directly from the tool, and get them back to the campaign. You can add labels to conversations and much more.
Integration Page 🔗
If you want to send out data from Skylead to your CRM this is the page! 🤓
You can set up Webhooks from here, both globally and for a single campaign.
Settings Page ⚙️
All settings associated with your account are located on the settings page. 🎯
Feature Request Page 📝
On this page, you can suggest a feature for our Product team. You can track the progress of new features and upvote other suggested features.
Campaign Creation 📌
The first page you see when you click on Create New Campaign button is:
Manage Campaigns 📂
Here is where you will name your campaign and add a lead source in a form of a Search URL or CSV file.
Campaign Settings Page⚙️
We call this page Campaign Settings Page. All settings that you need to set before entering a sequence builder are located here along with Advanced Settings for your campaign.
Sequence Builder Page 🔀
Here is where the magic happens.
This is the place where you are creating your campaign.
You can add steps and conditions and combine them in a flow that best suits your needs.
The first step is always a Lead Source and is a Search URL or a CSV file you provided previously.
Team Management 👤👤👤
When you register to Skylead platform you automatically create a team. You can create as many teams as you want. All teams that you create will be shown on the left side of your screen. You can invite your teammates to join the team, and your teammates can invite you to join their team.
All the users that register to the Skylead platform become team members. There can be multiple team members in one team. You can invite your team members to manage the accounts that you add.
You can assign roles to every team member. We made 3 native roles (Admin, Owner, and Editor), but you can create up to 10 custom roles. Depending on the roles you assign to your teammates the permissions they have will differ.
You can assign different roles for different accounts your team member is managing. For example, if you have 3 accounts one team member can have 3 different roles, every role for every account.
As mentioned above, roles can be assigned to your team members. With each role comes a different set of permissions. With specific permission, team members can use certain features. When creating a custom role you are the one who chooses what will your teammates see and what features can they manage.
With permission, you can allow your teammates to manage billing and/or roles and permission features.
If this is not enabled they won't be able to see this feature.
We hope this article was helpful!
Enjoy your Skylead experience! 🚀