Getting Started
What is LevelUp Demo?
An overview of LevelUp Demo — the AI-powered sales demo management platform for qualifying leads, scheduling and recording demos, and coaching your team to close more deals.
How to log in and access the app
How to reach LevelUp Demo at levelupdemo.app and sign in with your email and password or with Google or Microsoft single sign-on.
Dashboard overview (Today view)
A tour of the Today dashboard: alerts for overdue follow-ups, inbox items, and cold leads, plus today's demos, pipeline this week, top actions, and your performance.
Navigating the main menu
A guide to the LevelUp Demo left-hand menu: Today, Inbox, Contacts, Schedule, Actions, Levelup Assist, Workflows, Reports, and Settings.
Understanding your user role
The difference between Account Owner and Sales roles in LevelUp Demo — what each can see and do across the platform.