LITE 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 LITE User you play a key role in Lead Generation, capture conversations and opportunities in your network.

Create Leads
View your Leads performance through My Pipeline

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

QUICK ACCESS BAR
Located across the top of the Landing Page,
click for more information.

Multi-Organization

+ Create new lead
Create new leads to be processed by your Sales Team

NOTIFICATION BAR
Located under the Sales News heading,
click the box for more information.

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

FEATURE BAR
Located at the bottom of the Landing Page, please click boxes for more information.

	Sales News displays internal in-App communication with all Licence Users. Scroll and select the news you wish to read, click to open into new window.
	My Pipeline displays KPI’s & Overview of your Leads only. Click the arrow to open full screen and view your leads in their stages.
	Personal Profile displays your name and current Reward Points Hit Update/Edit Profile to add picture and update your information.

lite walkthrough video
Watch our 3 minute live walkthrough demonstration of how to use the LITE License, including Lead creation and My Pipeline Features.

https://youtu.be/5KLBPY2pi-g

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