Manager 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.

PURPOSE
As a Manager User you play a key role in your LeadX Community, including:

Full access to your LeadX 360 environment with Features, Leads and Team Overview (Licence Users)
Accept, Review & Assign Leads - Every Lead created by a Non-Sales Users (Basic & LITE) will come into your Pipeline for you to action.
Sales News & Rewards, communicate effectively with your team in-App and create incentives with our in-built reward system.

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 new lead

Create new leads to be processed by your Sales Team

Create new contact

Create Contacts as Persons or Companies.

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.

FEATURE BAR
Located down the left-hand side of the Landing Page, 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
	Business Intelligence Dashboard & Performance Overview

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

	Contract won. RING THE BELL! Green Bell means a contract has been won!
	Unopened. The green line on the left shows this notification has not been opened yet.
	Opened. This notification has been viewed.

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