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This quick starter guide gives you a brief overview of how to access LeadX 360 and enjoy its features.

1. Account & User Access

LeadX is available on Desktop & Mobile.

Access: After successfully completing the on-boarding process the LeadX Customer Success Team will send you your unique Web Application URL: https://”customername”.leadx.com

Refer to System Requirements for browser support and mobile application support

Login:

Access your Tenancy URL using your browser
Login Screen will be displayed
Enter valid User Credentials such as Email address and Password shared with you by your Admin User or the Customer Success Team
You can always Change the Password
After Successful login you will be navigated to Sales News Page
The Application will show Welcome to LeadX Sales News!
You are all set to use LeadX Application on Web

Access: Download Mobile Application from AppStore or PlayStore

	‎LeadX 360 on App Store
	LeadX 360 on Google Play

Login:

Download the Mobile App from AppStore or PlayStore
Click on the App icon to launch the application
Enter valid User Credentials such as Email address and Password shared with you by your Admin User or the Customer Success Team
You can always Change the Password
After Successful login you will be navigated to Sales News Page
The Application will show Welcome to LeadX Sales News!
You are all set to use LeadX Application on Mobile

More on Login Information

NOTE: This can only be done on desktop browser.

LeadX 360 Help Center > Getting Started with LeadX 360 > Screenshot 2021-09-06 at 17.37.26.png

On the login page select the green Register link under the login button as shown here.

NOTE:
This is only available on Desktop browser.

LeadX 360 Help Center > Getting Started with LeadX 360 > Screenshot 2021-09-06 at 17.38.53.png

Fill in the details of the New User and hit the Register button.

NOTE:
This will need to be verified by your Admin User:

Admin > User Management > Pending Requests

Now the Admin User sets the Licence and Organization of the New User.

More Info on New User Creation

2. Personal Profile

Personalise your application by adding Profile information

LeadX 360 Help Center > Getting Started with LeadX 360 > Screenshot 2021-09-06 at 17.09.30.png

Select the dropdown arrow next to your name.
Notice the Reward Points you’ve registered in green.
More on Reward Points.

LeadX 360 Help Center > Getting Started with LeadX 360 > Screenshot 2021-09-06 at 17.07.36.png

Once opened check your email and number are correct.
Hit the View profile button to add your photo and hit save.

3. Licence User Information

LeadX has 5 Licence User Seats as shown in the table below;

Manager User Sales Manager	Professional User Sales Team	Basic User Lead Generation
INTERNAL USER LICENCES
Professional + Sales Overview Pulse Dashboard News Creation	Basic + Lead Qualifying Pipeline Management Activity Management	LITE + Sales Community Contact Management Company Sales Notification
EXTERNAL USER LICENCE	INTERNAL SUPER USER LICENCE
LITE User Referral / Lead Generation	Administrator User Super User
Lead Generation Handover to Sales Follow Pipeline View Lead Life cycle	User / Licence Management Subscriptions / Data Integrations / API Profile / Child Organisations

4. Help Desk & Support

Check out our LeadX 360 Help Desk to learn more about Features and Functionality.
Register to our X-Factory for training videos, inspiring articles and more.
Contact us at support@leadx360.com if you wish to speak to a LeadX Team Member.

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