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titleGoogle Chrome Profile

What is Google Chrome?

Google Chrome is the primary web browser that LeadVenture uses to access information and our internet-dependent tools.

How to

Set Up

Access

Follow the LMS course to correctly set up access your personal profile within Google Chrome, as well as essential Chrome extensions to add:

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Important Note

The Additional Chrome Profiles lesson is outdated. There is a new method for signing into our other digital marketing Chrome profiles:

  1. Use Passwordstate to locate the SEO Chrome profile credentials.

  2. After you have the credentials, navigate to your Chrome icon in the top-most righthand corner of your browser window.

  3. Click on your icon and navigate to the “Other Profiles” section and select “Add”.

  4. Sign into a new Chrome profile using the SEO Chrome Profile email and password.

    1. If prompted to have a verification code be sent, contact the Trainer for further assistance.

  5. When prompted, link and sync your Chrome data to the account in order to access the SEO Chrome account’s bookmarks and tools.

  6. Repeat this process for the SEM, SEOMarketing, MarketingAutomation, and Digital Marketing Chrome profiles.

Linking each of these accounts will cause a slow loading time. However, once it is complete, you will have access to our additional Chrome profiles.

For written instructions, refer to the Chrome Profiles and Extensions module:

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titleMicrosoft Outlook

What is Microsoft Outlook?

LeadVenture utilizes Microsoft Outlook to organize emails, share calendars, and schedule meetings/calls with clients, team members, and more.

Outlook Email

Microsoft Outlook is the main email messaging system for LeadVenture. The functionality of Outlook email allows for organized communication between clients and other team members.

How to

Set Up

Access

Follow the LMS Course to correctly set up your Outlook email, complete with signature, folders, contact lists, and more:

Basic Outlook Email Setups

For written instructions on several organizational setups within Outlook email, refer to the instructions below. They will help organize your inbox and prioritize your communications:

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Pinning Emails

Pinning emails can help you prioritize and keep track of certain requests, communications, and tasks by keeping those messages at the top of your inbox.

  • How to pin emails:

    • Hover over the email you wish to pin and click the thumb tack symbol in order to pin it.

Sweeping Emails

Sweeping emails means filtering certain email addresses and content into specific folders you can create. This helps organize your inbox to improve your ability to keep track of communications coming from certain sources.

  • How to sweep emails:

    • Click on an email from a source you wish to filter into a specific folder.

    • Click on the broom symbol in the top menu bar of your Outlook inbox.

    • Select the “Move all messages from the Inbox folder and any future messages” option.

    • On the same window, click into the “Move to:” dropdown menu and either select one of the folders that is included there, or select “Create new folder” at the bottom of the options.

    • By following this process, any future or current emails you have from a certain source will be filtered into the email folder you set.

Set-up your Email Signature

An offical and professional email signature serves to create legitimacy and reinforces your position within the company to all your contacts.

Outlook Calendar

Microsoft Outlook also has scheduling capabilities. In Outlook Calendar, you are able to schedule and keep track of calls and meetings within LeadVenture and with clients. It is fully integrated with Microsoft Outlook to include your contacts list and mark calendar invites from emails. Your Outlook Calendar will also sync with your calendar in Microsoft Teams.

How to

Set Up

Access

Follow the LMS Course to correctly set up your Outlook calendar to ensure you can navigate and create events in your Outlook Calendar:

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titleMicrosoft Teams

What is Microsoft Teams?

Microsoft Teams is the direct messaging platform for LeadVenture. You will receive company-wide, department-specific, and individual messages, announcements, and updates through this app.

How to

Set Up

Access?

Follow the LMS Course to be introduced to, set up, and customize your Microsoft Teams account:

Teams Group Chats

Leadventure has various Teams chats that each serve a purpose. The Trainer, Team Lead, or SEO Manager will add you to chats that are most relevant to you.

In order to learn the names and purpose of each chat, refer to the Microsoft Teams Chat Breakdown document: