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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)


Desktop View:

Here you can see 3 sections:

  1. Key Performance Indicators

  2. Ongoing Sales

  3. Contact List

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

 Review, 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


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

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