Getting Started with Lead Rescue AI
Follow this step-by-step checklist to connect your CRM account, configure monitoring, and test your lead re-engagement workflow.
Install Lead Rescue AI
Begin by accessing the install link or marketplace listing provided for Lead Rescue AI.
Checklist Items:
- Open the Lead Rescue AI install link or marketplace listing.
- Make sure you are signed in to your connected CRM account with the permissions needed to install applications.
- Review the permissions the application requests before continuing.
Authorize Access to Your Connected CRM Account
Grant Lead Rescue AI permission to access your CRM account so it can review lead activity and support your re-engagement workflow.
Checklist Items:
- Confirm your organization and approve the authorization prompt.
- Lead Rescue AI connects using your CRM's standard authorization process.
- Follow your CRM's guidance for managing and reviewing connected applications.
Confirm Your Connected Business Account
Before continuing, verify that Lead Rescue AI is connected to the correct business account.
Checklist Items:
- Check that the connected CRM account shown is the one you intend to monitor.
- If the wrong account appears, reconnect using the correct credentials before continuing.
- Confirm your selection to continue.
Complete Initial Configuration
Review your connected business account and save the basic preferences required before configuring lead monitoring.
Checklist Items:
- Review the connected business account details shown in Lead Rescue AI.
- Save the basic preferences required before configuring lead monitoring.
- Confirm the initial configuration to continue.
Review Lead Monitoring Settings
Tell Lead Rescue AI which pipelines and inactivity thresholds to use when looking for leads that may need attention.
Checklist Items:
- Choose which CRM pipelines you want to monitor.
- Set inactivity thresholds that make sense for your sales process.
- Exclude any stages (such as closed or unqualified) you do not want flagged.
Review Re-Engagement Preferences
Understand how Lead Rescue AI is designed to support follow-up activity.
Checklist Items:
- Review how suggested follow-up messages are generated for relevant leads using available CRM context.
- Confirm that suggestions are reviewed and edited by you before use.
- Note that Lead Rescue AI is not designed to automatically send messages on your behalf.
Review the Lead Rescue Dashboard
Open your dashboard to see the leads identified by the initial review.
Checklist Items:
- Review the leads flagged as potentially needing attention.
- Check the priority indicators shown for each lead.
- Look over the suggested follow-ups for your highest-priority contacts.
Test the Setup Before Activating
Confirm everything works as expected before relying on Lead Rescue AI day to day.
Checklist Items:
- Use an appropriate contact or record in your connected CRM to see how leads are surfaced.
- Review how the lead appears in your dashboard and the suggested follow-up.
- Verify that the lead details displayed in Lead Rescue AI match the relevant information in your connected CRM.
- Adjust your monitoring settings based on what you learn during testing.
How to Disconnect or Uninstall the Application
You stay in control of your connected CRM account at all times and can disconnect Lead Rescue AI whenever you choose:
- From within Lead Rescue AI: Use the available connection controls to disconnect your CRM connection.
- From your CRM: Open your CRM's application or integration controls, locate Lead Rescue AI, and revoke its access.
- After access is revoked: Lead Rescue AI will no longer be able to retrieve new information from that CRM connection. Information previously processed or stored is handled according to the Lead Rescue AI Privacy Policy.