Sales News Feature
- Devendra
- Stuart Glover (Unlicensed)
The Sales News feature is the default Landing page when logging into your LeadX 360 Platform.
Sales News can only be created by the Manager or Admin User who chooses which organisations and licences holders can view the news they create.
The image below displays the layout of the Sales News Page on Desktop.
The Feature options are listed down the left hand side.
Sales News is displayed in the centre, simply click on the image to open the news page.
Notifications are listed down the right hand side.
Create Sales News
To Create Sales news
Login as a Manager or Admin User.
Select Create sales news button to view following Popup
Enter News Title
Select and Upload appropriate image for News
Enter the News description
Select Organizations in 'Publish news to' from the drop-down
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
Select an expiry date for the news from Expiry Date
Click Preview to Preview the Sales news before publishing the News
You can save the news as Draft by clicking Save as draft button. If you click the Save as draft button then the news will be saved but not displayed in the Sales News Page
You can always edit the news saved as draft and click Publish button to publish the news
You can click the Publish button to Save and Publish the news
You can click Reset button to clean all entered information
Edit Sales News
Login as a Manager or Admin User, you must login with the same Licence User that created the Sales News to edit it.
To edit Sales News click Published option to view following Popup
Click Edit button displayed under the desired Sales News
Delete Sales News
Login as a Manager or Admin User, you must login with the same Licence User that created the Sales News to edit it.
Click the Delete button to delete the desired News and Click Yes button on the confirmation Popup
The Sales News will be deleted and removed from Sales News page
Unpublish Sales News
Login as a Manager or Admin User, you must login with the same Licence User that created the Sales News to edit it.
Click Unpublish button to delete the desired News and Click Yes button on the the confirmation Popup.
The Sales News will be unpublished and moved to the Drafts
You can always Publish the news by clicking Publish button for the news present in the Drafts section
Sales News Screen on Mobile
The Sales News screen displayed on Mobile
You can click on the buttons provided at the bottom section to navigate to:
Sales Community
My Pipeline
Activities
Profile