Getting started

Get started with LeadScout

The first things to set up: invite your team, set your lead statuses, and get the mobile app.

New to LeadScout? Set up these three things and your team is ready to knock.

1. Invite your team

Open Settings, then Team, and click Invite. Enter each person's name and email, and choose Sales Rep or Admin. Only the owner can invite people. See Invite your team and choose roles.

2. Set your lead statuses

Lead statuses are the outcomes your reps tap at each door, like No Answer or Contract Signed. Open Settings, then Lead Statuses, to rename, reorder or recolor them. See Set up lead statuses.

3. Get the mobile app

Your reps work from their phones. Download LeadScout from the App Store or Google Play and sign in with the same account.

Find this checklist in the app

The same checklist, with a short video tour, is under Settings, then Getting Started.

Need a hand?

Text us at +1 (616) 253-9797.

Updated October 7, 2026