Quickstart Guides
Below we have 5 quick start guides to help you set up just the basics with the boberdoo system. Each video covers different aspects of the initial setup process.
Important Note
Quickstart guides are NOT A SUBSTITUTION FOR ACTUAL ONBOARDING. There are many components involved in setting up the boberdoo system, and the quickstart guides alone will not be sufficient to start using the system in production. Please contact your onboarding specialist for full setup assistance.
QuickStart 1 — Getting Started
Duration: 3 minutes, 2 seconds
This guide covers the initial basics of getting started with your boberdoo system, including logging in, navigating the dashboard, and understanding the main tabs.
QuickStart 2 — Tracking & Segmenting
Duration: 4 minutes, 47 seconds
This guide walks you through how to track and segment your leads, including setting up sources, lead types, and posting specifications.
QuickStart 3 — Distributing
Duration: 5 minutes, 20 seconds
This guide covers lead distribution setup including creating partners, building filter sets, and configuring delivery methods.
QuickStart 4 — Reporting & Lead Tools
Duration: 2 minutes, 58 seconds
This guide covers the reporting features and lead management tools available in your boberdoo system.
QuickStart 5 — Additional Features
Duration: 2 minutes, 51 seconds
This guide covers additional features such as automation, webhooks, invoicing, and other advanced tools available in boberdoo.
Need Help With Setup?
Contact your onboarding specialist or our support team for full setup assistance.