Let's find you some Help for SMART Lead Digital
Let's find you some
Help
for SMART Lead Digital
4 Ways to Get immediate support:
**Index options below (click the text)
1. Install the SMART Lead Digital Chat GPT
1. Install the SMART Lead Digital ChatGPT
Meet the SMART Lead Digital Support Assistant, your on-demand expert for everything inside the SMART Lead Digital platform. Available 24/7, this intelligent support tool guides you through operations, automations, calendars, pipelines, integrations, API usage, and advanced workflow design.
The SMART Lead Digital TEAM uses this almost everyday. You will love it.
What It Does:
✔ Step-By-Step Feature Support
Clear explanations of tools, settings, and workflows so you can make changes confidently.
✔ Automation & Workflow Building
Guidance for triggers, conditions, and multi-step automation sequences.
✔ Developer-Friendly Technical Help
API examples, webhook guidance, JSON structures, headers, and integration best practices.
✔ Troubleshooting Assistance
Support for calendars, funnels, forms, contacts, email/SMS delivery, and more.
✔ Safe & Responsible Operation
No internal data exposure and confirmation before high-impact actions.
Why We Recommend It
The SMART Lead Digital Support Assistant delivers fast, accurate help without waiting for support tickets. It blends expert CRM knowledge with real-world implementation guidance — ideal for business owners, sales teams, marketers, and developers.
If you use SMART Lead Digital, this is the smartest support tool to have by your side.
2. Live & AI Chat widget Support
Step 1: Inside your members dashboard, Click the QUESTION MARK “?” at the TOP RIGHT
Step 2: The HELP DESK will open. From here, you can search for answers, start a chat, or request additional support.
Step 3: Pick an option. Here’s what they do:
- HOME: Common help shortcuts.
- Messages: Send your question, attach screenshots, or record a Loom style video. You will receive an email response once the team reviews it. During peak seasons, allow up to 2 business days.
- HELP LIBRARY: Our full help library. It includes detailed guides on automations, CRM tools, SMS, funnels, website building, ad launcher setup, workflows, and step by step checklists. This is the best place to get unstuck fast. When you cannot find what you need, go to Messages and the team will help you.
- News: Important updates, alerts, fixes, and announcements. Check this section regularly so you stay informed.
- Live Chat and Video Support: If you want live assistance, open a chat and request it. You can ask for a video call or screenshare at any time. For email follow up, start a chat, send your question, and close the chat. The support team will convert it into a ticket and reply by email.
3. Mobile Phone App (Lead Connector)
SMART Lead Digital Mobile App (Lead Connector) – Help & Overview
The SMART Lead Digital Mobile App (Lead Connector) gives you complete access to your CRM, leads, pipelines, conversations, social media posting, and automations while on the go. It keeps you connected, responsive, and fully in control of your business from your smartphone.
Where to Download the App
The app is free on both major app marketplaces:
Apple App Store: IOS CLICK HERE or Search “Lead Connector”
Google Play Store: ANDROID CLICK HERE Search “Lead Connector”
Log in to your SMART Lead Digital dashboard using your SMART Lead Digital credentials to access your account instantly.
Key Features Inside the Lead Connector App
Conversations Inbox
Manage every channel in one place: SMS, email, calls, voicemail, Facebook Messenger, Instagram DMs, and more. Assign conversations, use templates, and reply instantly with push notifications enabled.
Lead & Contact Management
View, edit, and update contacts, add notes, assign tags, create tasks, and trigger workflows. Add new contacts or scan business cards directly into your CRM.
Pipelines & Opportunities
Monitor your deals and lead stages in real time. Drag and drop leads between stages, update values, or create new opportunities from your phone.
SMS & Email Tools
Send SMS or email messages, use saved templates, or trigger nurture sequences. Perfect for rapid follow-up and quick communication with leads.
Social Media Posting
Post directly to Facebook, Instagram, Google Business Profile, LinkedIn, TikTok (if enabled), and other connected platforms. Create posts immediately or schedule them for later deployment.
Calendars & Appointments
Access your full schedule, confirm or reschedule appointments, add new bookings, and manage client availability from anywhere.
Automations & Workflows
Monitor workflow activity, manually trigger automations, and track lead progress through your sequences.
Reviews & Reputation
Send review requests, track new reviews, and respond directly—helping you strengthen your online presence.
Payments
Send invoices, collect payments, and view transaction history if payment tools are enabled on your account.
Best Practices for Maximizing Lead Flow
Turn on push notifications for instant responses.
Use SMS for fast follow-up, especially with new leads.
Keep pipelines updated daily for accurate reporting.
Schedule social posts weekly to stay consistent.
Trigger automations right away when meeting new prospects.
Add notes after every call to keep your team aligned.
Finally, if you’re unsure, please email support@smartleaddigital.com and we’ll work to get you the assistance you need.
4. SMARTAds Connect - Basic breakdown
SMARTAds Connect: The Fastest, Simplest Ads Launcher for Small Businesses like Auto Repair & Pest Control, and more
SMARTAds Connect is the guided ads launcher inside SMART Lead Digital, designed to help business owners launch high-performing ads without needing to master complex advertising platforms. While tools like Google Ads still require structured inputs and compliance steps, SMARTAds Connect streamlines the process, provides proven templates, and ensures all leads flow directly into the CRM for instant follow-up and automation.
What SMARTAds Connect Does
SMARTAds Connect provides a structured, step-by-step workflow for launching ads on Facebook, Instagram, and Google. It simplifies audience selection, creative setup, tracking configuration, and budget planning so business owners can deploy campaigns confidently without navigating multiple ad dashboards.
21+ Industry Templates (Including Auto Repair & Pest Control)
SMARTAds Connect includes over twenty-one pre-built industry templates with ready-to-launch ads. The first two primary industries we support are Auto Repair and Pest Control, followed by additional categories such as Real Estate, Home Services, Fitness, Restaurants, Med Spa, Beauty, Automotive Sales, Insurance, Coaching, Consulting, and more.
These templates include recommended copy, creative guidance, targeting suggestions, and proven offer structures—allowing users to launch effective campaigns with minimal adjustments.
Instant CRM Sync and Automated Follow-Up
All leads generated through SMARTAds Connect flow directly into SMART Lead Digital with contact details, attribution, and source tracking. From there, the system automatically triggers SMS, email, pipeline updates, notifications, and nurture sequences. This eliminates manual imports and ensures immediate follow-up to maximize conversions.
Professional Media Buyers Enhancing Collective Results
Behind the scenes, professional media buyers monitor and optimize collective campaign data across the platform. By analyzing patterns and performance trends across many accounts, they identify winning creative angles, audiences, and cost efficiencies that an individual business would normally have to discover through time-consuming and expensive trial-and-error.
This pooled optimization means every user benefits from the insights generated by the broader network of campaigns, reducing costs and improving performance for all.
Transparent Pricing That Scales With You
SMARTAds Connect removes the need for agency retainers and traditional management fees. The pricing model is simple and aligned with business growth:
15% of ad spend
Monthly software subscription
Data usage fees (SMS, email, etc.) billed separately
Instead of paying large monthly agency retainers, users only pay more as they grow (ad spend increases) keeping costs predictable and success-based.
Why SMARTAds Connect Is a Strong Fit for Small Businesses
SMARTAds Connect is built to solve the most common barriers small businesses face in running digital ads: Eliminating the middle man like Angie’s list, HomeAdvisor, Thumbtack, HomeGuide.
It eliminates complexity, trying to become of full-time marketer & professional media buyer to run ads while trying to focus on your business plus:
You LOW setup, cost, and unreliable follow-up because SMART Lead Digital team handles 95% of the launch!
By providing guided ad creation, proven templates, collective optimization, and immediate CRM automation, the system offers a predictable and scalable customer acquisition process without the overhead of an agency.
Recommended Training for Best Results
Users are encouraged to attend the training at: https://smartleaddigital.com/registration
DISCOUNT NOTICE: Attendees receive the only discounted access pricing offered. The session demonstrates how SMART Lead Digital combined with SMARTAds Connect replaces major expenses, closes operational gaps, and creates a dependable customer acquisition engine, making it clear why most attendees become long-term users once they understand how the system works together.