Welcome to LeafLink!
Please use this guide as an overview for you to go Live on LeafLink. Live means your account is visible to buyers and you can actively accept and place orders. Once you build your page, you’ll be able to go Live.
Onboarding 101
Configure
Settings
You're Here!
Create Products
& menu
Add Customers
Schedule
Account Review
Go Live
Steps to go live
Sellers on LeafLink take about 5 days to create their account on average. This depends on your team’s bandwidth, along with how many brands and products you have. Go through each section and check off the items.
Day 0-1:
Sales Introduction
Your sales representative will introduce you to your onboarding specialist. You now have access to your account.
Company Information
Added Users
Day 2-3:
Brand Setup Checklist
Build your inventory and configure your settings. Account attends training one, or watches training one recording (link to both).
Brand Information*
Day 7:
Go Live
Finish building your account and set time to review with your onboarding specialist. Attend your Go-Live call and then your Onboarding Specialist will flip your account to Live, after you will be Introduced to your Account Manager.
CRM Upload Information (if applicable)
Looking for a more detailed guide to going live? You can attend our live group training, or check out the training videos on your own time.
Your LeafLink Team
Your Account Manager
This person is dedicated to making sure you are achieving your goals with LeafLink.
Onboarding Specialist
We will help you get up and running on the platform.
Support
Product questions, bugs, troubleshooting.
Solutions Consultants
Here to help solve with product solutions.
Account Executive
Your strategic partner for everything LeafLink. You can always refer back to them if you get lost. If you’d like to add more services to your account, you'll work with them!
Solutions Consultants
Onboarding
Account
Executive
Support
Account
Manager
You're in onboarding right now, so you'll work with your Onboarding Specialist! Unsure who they are? Reach out to OB@leaflink.com and we will be able to direct you.
Welcome to the LeafLink Community
Stay in the loop by checking out our LeafLink Community page.
Case studies
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Sign up for the LeafLink Flash here. LL Core values
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Deals Month
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