A guided set of steps that help you set up the platform and learn each feature. Your progress is tracked automatically.
What Is the Progress Checklist? #
When you first create your DOT Lead Scout account, you’ll see a progress checklist in the Help & Progress panel (accessible via the icon in the portal). This checklist walks you through the essential setup tasks and key features, adapting to your plan level.
As you complete each step — setting up your clinic, creating your first list, viewing a lead’s details — the system automatically detects your progress and marks steps as complete. You don’t need to manually check anything off.
The Progress Steps #
The checklist is organized into three groups: Getting Started (initial setup), Learning the Basics (exploring features), and CRM Mastery (advanced tools for Engage/Autopilot users). Steps that require a higher plan appear as locked until you upgrade.
Add your clinic address for accurate distance calculations and map features.
Configure your pricing so the platform can calculate revenue estimates for each lead.
Search for motor carriers in your area by entering a zip code and radius.
Click on any lead to open the detail panel and explore company information, fleet data, and compliance records.
Use quick filters or column filters to find specific lead types — hot leads, new entrants, high quality, etc.
Download your leads as CSV or Excel for use in spreadsheets or other tools.
Visualize your leads geographically with radius rings and clusters.
Move a lead through your pipeline — from New to Connected, Interested, Quoted, or Converted.
Record call outcomes, meeting details, and important context on any lead.
Schedule an email or SMS reminder so you never miss an important follow-up.
Send an outreach email using the built-in composer and templates.
Follow guided talking points for a more effective cold call, then log the outcome.
Mark a lead as Converted when they become a client. This is the milestone step — your first win!
Automatic Progress Detection #
DOT Lead Scout automatically detects when you complete a step. For example, when you add a clinic location, the “Set up your clinic location” step is immediately marked as complete — no manual checkboxes needed.
The system checks for completed actions each time you load the portal. If you completed a step outside of the normal flow (for example, a support team member configured your clinic for you), it will be detected on your next login.
Skipping Steps
If a step isn’t relevant to you, you can skip it from the checklist panel. Skipped steps are dimmed and don’t count against your progress percentage. You can un-skip a step at any time if you change your mind.
Try to complete the three "Getting Started" steps — clinic location, exam price, and first lead list — before exploring anything else. With those configured, every other feature in the platform works at its best.
Locked Steps & Plan Upgrades #
Steps in the “CRM Mastery” group (and the Map View step) are locked for Scout and Trial users. These features require the Engage or Autopilot plan.
Locked steps appear with a gray icon and show which plan is required. When you upgrade, they unlock automatically and become part of your active checklist. You don’t lose any progress you’ve already made on the unlocked steps.
Once all available steps are marked complete (or skipped), the progress section automatically hides from the Help panel. The Help panel remains available for searching articles and features — it just focuses on reference content instead of onboarding.
