• How To Create LeadTruffle Mobile Shortcut (iOS)

  Using your mobile web browser (Google Chrome and Safari recommended) you can get push notifications every time a lead replies in LeadTruffle. Step 1 - Log into LeadTruffle on Google Chrome or Safari Download (if you don't have it) and open up Google Chrome or Safari web browser on your mobile device Head to app.leadtruffle.com and log into your LeadTruffle account Step 2 - Add LeadTruffle as a bookmark on your home screen Once logged in, click theSome readers

• How to Add and Manage Users in LeadTruffle

  Adding a New User Log into your account at app.leadtruffle.com/users. Click Invite New User. Enter the following details: First Name Last Name Email Address Role (choose one of the available roles) Click Send Invite. The invited user will receive an email to accept and set up their account. Available User Roles LeadTruffle supports three roles: Admin – Full access, including billing and userFew readers

• Learn how to set up and customize email and SMS lead notifications in LeadTruffle.

  How to set up notifications in LeadTruffle 📝 Set up email, SMS, and push notifications so you and your team never miss a new lead, reply, or important account update. LeadTruffle offers email, SMS, and push notifications to help you and your team stay on top of new leads, conversation milestones, and account activity. Table of contents Notifications overview When is a conversation complete notification sent (2-when-is-a-conversation-Few readers

• How to Set Up a Custom Sending Email Domain in LeadTruffle

  Overview If you’re sending emails to leads through LeadTruffle, you’ll want them to come from your branded email (like email protected ) instead of a generic system address. Setting up a custom sending domain improves: • ✅ Brand trust • ✅ Email deliverability • ✅ Professional appearance This guide walks you through the full setup process. StepsFew readers

• User Roles and Permissions in LeadTruffle

  Overview LeadTruffle allows you to invite teammates and assign them different roles based on how much access they need. Roles help ensure that team members can work leads and conversations while limiting access to sensitive settings like billing, API keys, and teammate management. There are three user roles available in LeadTruffle: Administrator Manager User Each role has a different level of permissions within the workspace. Role Breakdown AdmFew readers

• How to Create LeadTruffle Mobile Shortcut (Android)

  How to add LeadTruffle to your Android home screen and enable push notifications 📝 Add LeadTruffle to your Android home screen via Chrome and enable push notifications to get alerted instantly when leads reply. Table of contents Step 1 — Log into LeadTruffle on Google Chrome Step 2 — Add LeadTruffle to your home screen (https://claude.ai/chat/16000ae9-2149-4bbc-a5b5-59dbefec96Few readers