Guides > Getting Started > First Steps After Login
What you'll learn
This guide walks you through the essential steps to take after logging into OneLead for the first time.
Welcome to OneLead
Your first login sets the tone for how smoothly you’ll work day-to-day. Follow these steps to get comfortable with the system and ready for real customers.
Step 1: Complete Your Profile
Your profile is the foundation of your OneLead experience.
Why it matters
- Your profile picture appears on your digital business card
- Customers see your name and contact details
- Your information appears in customer records and messages
What to do
- Go to Profile Settings
- Upload a professional profile photo
- Verify your name, phone number, and dealership details
- Save your changes
Step 2: Understand Your Dashboard
Your dashboard is your home base in OneLead.
📱 Mobile App Overview
The mobile home screen has five main areas:
Top-Left: Profile Icon
- View your profile
- Confirm your department
- Switch departments (if permitted)
- Access your Digital Business Card (QR code)
Top-Right: Analytics Icon
- View analytics for your customers
- Track performance metrics
- Monitor activity summaries
Bottom Navigation (3 icons)
1. Activities (default view)
- Appears immediately after login
- Shows all recent customer activity
- Calls, messages, notes, check-ins
- Quick access to everything happening today
2. Customers
- View all customers assigned to you
- Search and filter records
- Open full customer details
3. Camera Icon (centre)
- Scan a customer’s digital card
- Capture walk-ins instantly
- Create a new record from QR scans
Pro Tip: Start your day by checking Activities. It shows exactly what needs your attention.
💻 Web/Desktop App Overview
The desktop layout is designed for fast navigation and efficiency.
Top Bar (Global Navigation)
- OneLead Logo — return to dashboard
- Dealership/department selector — switch locations if you have access
- Search Bar — search across all customers
- Notifications Bell — view alerts and updates
- Help Icon — open Help Centre
- Profile Menu — profile settings and logout
Left Sidebar (Primary Navigation)
- Dashboard/Home — high-level metrics
- Customers — full customer list
- Activities — activity timeline
- Messages — SMS or communication history
- Settings — configure preferences
Step 3: Add Your First Customer
Quick exercise
- Tap or click Create Customer
- Fill in First Name, Last Name, Phone, Email
- Add relevant notes
- Save
Important: Customer records cannot be deleted. Please make sure this is a valid customer before proceeding. If not, you can skip this step for now.
Step 4: Choose Your Preferred View
OneLead offers multiple ways to view customers.
📱 Mobile App
More advanced views coming soon.
💻 Web/Desktop App
- Table View — see everything in columns
- Kanban View — drag-and-drop pipeline
Learn more:
Step 5: Set Up Your Digital Business Card
Make it easy for customers to save your contact details.
What to do
- Open Profile
- Review your details (name, photo, number)
- Preview your digital card
- Practice sharing it with your personal phone
Learn more:
Step 6: Explore Key Features
Spend 10 minutes exploring your tools.
Analytics (if available)
- Performance metrics
- Activity summaries
- Conversion tracking
Notifications
- Tap the bell icon
- Review how alerts appear
Settings
- Confirm your dealership details
- Review permissions
- Check access level
Step 7: Review Your Dealership Setup
Understand what you have access to.
Check:
- Which dealerships you can view
- Available brands
- Your role at each location
Find it in: Profile Settings → Associated Roles
Step 8: Learn the Check-In Process
If you’re in a showroom, this is essential.
Practice the workflow
- Go to Check-In
- Review the form fields
- Understand which are required
- Add a test customer
Learn more:
Step 9: Test Notifications
Make sure you receive alerts.
How to test
- Create a test customer
- Add an activity or update
- Check your notification bell
- Review notification timing
(Notification settings coming soon.)
Step 10: Bookmark Important Pages
💻 Desktop
Bookmark the login page for faster access:
Windows (Chrome/Edge/Firefox): Ctrl + D
Mac (Chrome/Edge/Firefox): Cmd + D
Your First Week Checklist
Day 1
Complete your profile
Upload your photo
Explore the dashboard
Add 3–5 real customers
Test your digital business card
Day 2–3
Try different views
Send a follow-up message
Check in a walk-in
Day 4–5
Review your pipeline
Update statuses
Add notes and follow-ups
Practice search & filtering
End of Week 1
Review analytics (if available)
Understand conversion metrics
Ask questions about unclear features
Set goals for Week 2
Getting Help
Ask your manager
For dealership-specific settings, permissions, or processes.
Check the Help Centre
Step-by-step guides and best practices.
Contact OneLead Support
For technical issues or account access problems.
Common First-Day Questions
"Why can't I see certain features?"
Your permissions control what you can access. Ask your administrator if something is missing.
"How do I switch dealerships?"
Mobile: Through your profile.
Desktop: Use the dealership selector at the top.
"Can I use OneLead on multiple devices?"
Yes — phone, tablet, and desktop. Everything stays synced.
"What if I make a mistake?"
Most things can be edited or updated. You can delete test records, update details, and correct errors anytime.