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The LeadX platform Platform stores the following type of information in the System :

Type of Information

Description

Parent OrganizationOrganisation

Parent Organization is an Organization or Company of a Tenant that is Customer of LeadX

Child Organization

Child Organization is an Organization or Company which is Vendor or Channel Partner of Parent Organization

You can see Child Organizations only if Multi Organization feature is enabled

This is the default (original) organisation you have as our LeadX customer.
You can only have 1 parent organisation.

Child Organisation

This is any additional organisation that is created underneath the Parent. You can create as many Child Organisations as you require, however the structure only allows for them to sit directing under the Parent. For example you cannot have a Child organisation underneath another Child organisation.

You can only access Child Organisations if you’ve purchased the
Multi-Organisation Feature and you are logged in as Manager.

Lead

A Lead is a basic information captured and posted in the LeadX platform. A Lead in LeadX contains basic information about the Lead along with Company, Contact person, Lead Value, Lead Value currency etc
This information must include Lead Title and Company Name to be posted.

A Lead can be Closed as Won or Lost in LeadX Platform. A Lead can also be Parked in LeadX platform if there is no major activity related to the Lead

The term Lead can be a potential new customer or existing Customer having specific requirement. Leads usually contains piece of requirement and contact and Company information

Contact

The term contact . The Parked function is used when a Lead journey stalls, whilst placed on Parked none of the Lead information is counted in the KPI’s.

Contact

A Contact designates an individual Person or a Company who has a specific requirement or service request. Contact can also be a company representative responsible for discussing requirements or purchasing services In LeadX there are 2 types of

  • Contact

  • Contact Company: Name/information of the company associate with a Lead

  • Contact Person: Name of the representative of the Company who or the point of contact and responsible for sharing the requirement or purchasing services /decision maker.

For Norwegian customers, the LeadX Platform provides Brreg Integration to pull autofill Public Information of the Company that is established in Norway and registered in Norway.

Sales News

This is created by The Manager User can generate an organization wide announcement which is visible to all types of LeadX users. Such announcement is termed as Sales News in LeadX . Sales News can be shared with specific Organisations or specific Licence Users within an Organisation.

Only Manager User can create or manage Sales News in the LeadX Platform.

Sales Feed

The Sales Feed in LeadX is a notification generated by the System notification feature is automatically generated after specific activities occur in the LeadX Platform.

There are 2 3 types of Sales Feeds:

  • Sales Feed notification generated after specific action taken for a Lead

  • Sales Feed generated after manager the Manager uses Ring ‘Ring the Bell Bell’ feature after winning a Lead

  • Sales Feed notification generated when Parent organisation transfers or passes a lead to a Child organisation and vice versa.

Tip

LeadX 2.0 onward, Ring the Bell feature generates a Push notification for all mobile users. Mobile Users can click on the notification to view the notification and at the same time hear Bell sound (big grin)

Lead Sales Activity

The Sales Activity in LeadX platform Feature is utilized utilised for creating a Lead specific activity that is usually performed by a sales professional Sales Professional while working on the Lead.

LeadX provides following types of Sales Activitiess Activities:

  • Email

  • Call

  • Meeting

  • Other

Info
Sales Activity also provides ability to select date and time to plan activity in future. The Sales Activity also allows sales professional to select Company & Contact Person while creating Sales Activity

Only available for Sales Licences, Professional & Manager

Lead TaskThe Task in LeadX platform is utilized for creating

Create a Lead specific Task that is usually performed by a sales professional while working on the Lead. The major difference between Lead Sales Activity & Lead Task is that sales professional doesnt have to select type of Task, Company and Person. Also, the Lead Task typically has a deadline which can be selected by sales professional while creating the TaskTask ‘action plan’ list, select a deadline and tick off the tasks as you complete them.

Lead Task is very useful for preparing individual Action Plan which can be tracked via the Activities Page (on Web) or Screen (on Mobile)

Note

The Notes feature can be utilized utilised for capturing and recording any specific information or discussion related to the Lead. This information is usually available along with the Lead and any one Anyone who has access to the Lead can view the Notes.

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