Manager User: Review, Accept & Assign Leads

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:

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

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