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Welcome to LeadX 360 Tutorials, here you can find self-help articles and training videos to make sure you get the most out of this awesome platform.

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title	PURPOSE

As a LITE User you play a key role in Lead Generation, capture conversations and opportunities in your network.

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title	LANDING PAGE

This is the first page you see after logging in, as a LITE User you can use both Mobile & Desktop, however we suggest Mobile for the best experience.

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title	QUICK ACCESS BAR

Located across the top of the Landing Page,
click for more information.

+ Create new lead
Create new leads to be processed by your Sales Team

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title	NOTIFICATION BAR

Located under the Sales News heading,
click the box for more information.

	The green line on the left shows this notification has not been opened yet.
	This notification has been viewed.

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title	FEATURE BAR

Located at the bottom of the Landing Page, please click boxes for more information.

Image RemovedImage Added	Sales News displays internal in-App communication with all Licence Users. Scroll and select the news you wish to read, click to open into new window.
Image RemovedImage Added	My Pipeline displays KPI’s & Overview of your Leads only. Click the arrow to open full screen and view your leads in their stages.
Image RemovedImage Added	Personal Profiledisplays your name and current Reward Points Hit Update/Edit Profile to add picture and update your information.

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title	lite walkthrough video

Watch our 3 minute live walkthrough demonstration of how to use the LITE License, including Lead creation and My Pipeline Features.

Can’t find what you’re looking for? Create a ticket and we’ll get back you.

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