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Stuart Glover (Unlicensed)

Stuart Glover (Unlicensed)

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As a Manger User you play a key role as the ‘engine’ of your LeadX Community.

The My Pipeline Feature is where you view and action all your Leads.
It’s also where every Lead created by a Non-Sales User (Basic & LITE) will be sent, into your Pipeline, for you to action.

Therefore you will want to check your My Pipeline Feature often, this is how it works:

(Video)


My Pipeline Feature is available with every Licence User in LeadX.Desktop View:

Image Added

Here you can see

an overview of all the Leads assigned to you or created by you.
Here you can see your personal

3 sections:

  1. Key Performance Indicators

(KPI’s)

If you have a Sales Licence (Manager or Professional) this is where you select and update the Leads you are working on.

If you have a Non-Sales Licence (Basic or LITE) this is where you select and view the leads you have created.

  2. Ongoing Sales

  3. Contact List

Notice the 2 dropdown boxes where you select Organisation or Licence User.

Expand
titleReview, Accept & Assign Leads

First things first you want to Review, Accept & Assign Leads on a regular basis.
You do this in the Ongoing Sales Section


Info

Sales News can only be accessed by a Manager or Admin User.

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