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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.


PURPOSE
As an Admin User you play a key role in building LeadX Community, including:

  • Access to Sales News, Pulse and Admin Features.

  • User & Organisation Creation, Self-Registration, User Management.

  • Integrations, API Registration, Data Export and more.


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

QUICK ACCESS BAR
Located across the top of the Landing Page.

Create sales news

  • Create Sales News to communicate in App to your team.

Personal Profile

  • This displays your name and current Reward Points

  • Press the dropdown arrow to open profile, add picture and update information.

QUICK BUTTONS
Located at the top-right of the Landing Page, click boxes for more information.

Multi Organization


FEATURE BAR
Located down the left-hand side of the Landing Page, please click boxes for more information.

Sales News Feature


Internal in-App communication with all Licence Users

Sales Community Feature


KPI’s & Overview of your whole LeadX environment

Pulse


Business Intelligence Dashboard & Performance Overview

SuperUser behind the scenes control over your LeadX environment.
See the Features in the table below.

ADMINISTRATOR FEATURE
As the Admin User you have complete control over your LeadX environment.
Select on the boxes below for more information.

NOTIFICATION BAR
Located down the right-hand side of the Landing Page, please click boxes for more information.

Sales feed

Contract won.
RING THE BELL!
Green Bell means a contract has been won!

Sales feed

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

Sales feed

Opened.
This notification has been viewed.

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

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