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.

As a Professional User you play a key role in Lead creation and maturing a lead through the Sales Process.

• Access to your LeadX 360 environment with Features, Leads and Sales Activities

• Create & Assign Leads

• Move Leads through the Sales Process

This is the first page you see after logging in, as a Professional User you can use both Mobile & Desktop.

Located across the top of the Landing Page.

Create new lead

• Create new leads to be processed by your Sales Team

Create new contact

• Create Contacts as Persons or Companies.

Personal Profile

• This displays your name and current Reward Points

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

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

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

	Internal in-App communication with all Licence Users
	KPI’s & Overview of your whole LeadX environment
	KPI’s & Overview of your Leads only
	Sales Activities & Notes

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

	Contract won. RING THE BELL! Green Bell means a contract has been won!
	Unopened. KPI’s & Overview of your whole LeadX environment
	Opened. KPI’s & Overview of your Leads only

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