Setting Up My LeadX Community

Welcome to LeadX 360.
Let’s get your Team set up and ready to go!

Helpful links:
Getting Started With LeadX 360
Self-Registration & Inviting Users

Registering Licence Users in your Team
A simple and quick way to add users is on the Login page, as shown below:
NOTE: This can only be done on desktop browser.

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

NOTE:
This is only available on Desktop browser.

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

You need to login with your Admin User Licence to access this feature.

Once logged in as Admin click the Admin Feature button.
This opens up your Administrator Options.
Next, select User Management.
Here you can invite and manage all your Users.
The landing page shows you a current list of all your Users, as shown below:

Select Pending Requests along the top of the landing page, this open up your News User list awaiting confirmation, as shown below:

Here you can check every User that has registered
Assign Role - select what Licence User they will have from the drop down menu.
Here is a reminder of our Licence options, click the Titles for more information.

Manager User Sales Manager	Professional User Sales Team	Basic User Lead Generation	LITE User Lead Generation
INTERNAL USER LICENCES			EXTERNAL USER LICENCE
Professional + Sales Overview Pulse Dashboard News Creation	Basic + Lead Qualifying Pipeline Management Activity Management	LITE + Sales Community Contact Management Company Sales Notification	Lead Generation Handover to Sales Follow Pipeline View Lead Life cycle

Select the Organization this User will belong to.
NOTE: You will only have multiple options if you have implemented Multi-Org into your LeadX environment.
Select the Department you wish this User to be associated with from the dropdown.
To edit these options please contact your Customer Success representative.
Select the Green Tick to confirm the Licence User, now it’s active and ready to use.
Select the Red Cross to cancel this Licence User.

Click here for more on Inviting Users & Self-Registration

Next, let’s send out some Sales News.

You need to login with your Manager or Admin User Licence to access this feature.

Select Create sales news button to view following Popup

Enter News Title and add an image.
Enter your message in the description box
Select which Organizations can access this News.
Select which Licence Users you wish to view this news, select from drop-down menu.
Tick the checkbox to add expiry date for the news if applicable.
Click Preview to Preview the Sales news before publishing the News
Send out different News to different Licences as required.

Click here for more on Sales news

Incentives & Rewards

Understanding how the LeadX 360 built in reward system works will help you create relevant challenges for your teams.

Here is a table explaining how the points are calculated:

Click here for more on Incentives and Rewards