What is LevelUp Demo?
How to log in and access the app
Dashboard overview (Today view)
Navigating the main menu
Understanding your user role

What is the Inbox?
How AI auto-qualification works
Reviewing flagged demo requests
Understanding flag reasons and scores
Inbox date range filter
Inbound trends and analytics
Inbox metrics cards

What is the Contacts section?
Adding a new contact manually
Searching and filtering contacts
Contact status pipeline tabs
Contact types explained
Contact statuses explained
Viewing a contact detail page
Customer Information panel
Quick Actions on a contact
AI Company Summary
Adding Running Notes to a contact
Managing tasks for a contact
Viewing Activities on a contact
Viewing Emails on a contact
Editing a contact record
Scheduling a demo from a contact
Contact source types
Assigning contacts to team members
Archiving contacts

Docs
Workflows

Workflows

No articles in this category yet.

About Levelup Demo

© 2026 Levelup Demo. All rights reserved.