Basic User Licence

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.

status:PURPOSE
As a Basic User you play a key role as a Lead Generator for your company.

• Access to your LeadX 360 environment with Features, Sales Community & Lead Creation

status:LANDING PAGE
This is the first page you see after logging in, as a Basic User you can use both Mobile & Desktop.

Open

status:QUICK ACCESS BAR
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.

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

Open

Open

status:FEATURE BAR
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

status:NOTIFICATION BAR
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

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