Welcome to our tutorial on leveraging ScoreCEO's unique feature – adding leads using a special link. In today's fast-paced business world, efficiency and convenience are key, and ScoreCEO's special invite link offers just that. This innovative tool empowers you to swiftly generate and add leads to your system, eliminating unnecessary steps and ensuring accuracy.

What's even more exciting is that this special link isn't limited to just you. You can share it with your leads, incorporate it into your social media strategy, and even include it in your Link Tree or bio. This versatility not only simplifies lead generation but also opens doors for creative promotion. So, whether you're a business owner, a marketer, or a professional in finance, this tutorial will guide you through the process of generating leads effortlessly and making the most of this exceptional link.

 Follow these simple instructions to ensure that you're getting the most out of your ScoreCEO account

If you prefer to watch a short video. Watch Below!

 


Step 1: Log in to ScoreCEO

  1. Open your Google Chrome web browser and navigate to the ScoreCEO login page. or Click Here
  2. Enter your login credentials (username and password) to access your account dashboard.

Step 2: Access Referral Section

  1. After logging in, you will land on the ScoreCEO dashboard.
  2. Look for and click on the "Referral" option in the navigation menu. This will take you to the referral management section.


Step 3: Select Lead Invites

  1. In the referral management section, you'll find various options related to managing referrals.
  2. Locate and select the bullet point labeled "Lead Invites." This is the option you'll use to generate a special invite link for adding leads.

Step 4: Locate Your Special Invite Link

  1. In the "Lead Invites" section, you will find information about generating leads using a special link.
  2. Look for the option titled "Using Code" or similar wording.
  3. Here, you'll find your unique "Special Invite Link." This link will be used to add leads with specific details.

Step 5: Copy the Special Link

  1. Click "Select Link" this will highlight the entire link provided in this section. Right-click and choose "Copy" or use the keyboard shortcut (Ctrl+C or Command+C).


Step 6: Share or Use the Link

  1. Provide the copied special invite link to your client. You can send it via email, messaging apps, or any preferred communication method.
  2. Alternatively, you can paste the link into your web browser's address bar if you're adding the lead yourself.

Step 7: Fill Out Lead Information

  1. Once the special link is opened, you or your client will be directed to a lead creation form.
  2. Fill out the necessary information for the lead, such as name, contact details, and any other required fields.
  3. Ensure all relevant details are accurate and complete.

Step 8: Save the Lead

  1. After entering the lead's information, look for a "Save" or "Submit" button at the bottom of the form.
  2. Click the "Save" or "Submit" button to store the lead's information in the system.

Congratulations! You've successfully created a lead using a special link in ScoreCEO. This streamlined process makes it easy to add leads with the provided link, saving you time and ensuring accurate lead information.