How to Use the Onboarding Checklist

The Onboarding Checklist is designed to help you walk through, step by step, the standard implementation of LeadFirst. Click the link icon for each item to complete the step.

Some links will open a video for you to watch. After you start the video, you can expand it to full screen. Once finished, you can close the pop-up via the X.

Some links will take you to a system screen for you to complete a task. For example, the "Setup Meeting & Agenda" step takes you to My Meetings. When you come to a system screen, click the question mark in the upper right to launch the help article for this screen.

The help article opens in our help widget. You can click on the title of the article to open it full screen in a new window. Clicking the X will close the article but keep the help widget open (this is where you can search for other articles or contact us). Clicking Close X will close the widget.

Some steps are optional, as indicated by the prepended [O].

As you work through the checklist, feel free to contact us for assistance.