Getting Started with LeadX 360

Owned by Devendra
Last updated: Dec 17, 2021 by Stuart Glover (Unlicensed)
3 min read

This quick starter guide gives you a brief overview of how to access LeadX 360 and enjoy its features.

1. Account & User Access

LeadX is available on Desktop & Mobile.

Desktop
Access: After successfully completing the on-boarding process the LeadX Customer Success Team will send you your unique Web Application URL: https://”customername”.leadx.com

Refer to System Requirements for browser support and mobile application support

Login:

  • Access your Tenancy URL using your browser

  • Login Screen will be displayed

  • Enter valid User Credentials such as Email address and Password shared with you by your Admin User or the Customer Success Team

  • You can always Change the Password

  • After Successful login you will be navigated to Sales News Page

  • The Application will show Welcome to LeadX Sales News!

  • You are all set to use LeadX Application on Web

Mobile
Access: Download Mobile Application from AppStore or PlayStore


‎LeadX 360 on App Store


LeadX 360 on Google Play

Login:

  • Download the Mobile App from AppStore or PlayStore

  • Click on the App icon to launch the application

  • Enter valid User Credentials such as Email address and Password shared with you by your Admin User or the Customer Success Team

  • You can always Change the Password

  • After Successful login you will be navigated to Sales News Page

  • The Application will show Welcome to LeadX Sales News!

  • You are all set to use LeadX Application on Mobile

More on Login Information

REGISTEr a new user

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

 

2. Personal Profile

  • Personalise your application by adding Profile information

Select the dropdown arrow next to your name.
Notice the Reward Points you’ve registered in green.
More on Reward Points.

 

Once opened check your email and number are correct.
Hit the View profile button to add your photo and hit save.

 

3. Licence User Information

LeadX has 5 Licence User Seats as shown in the table below;

INTERNAL USER LICENCES

Manager User
Sales Manager

Professional User
Sales Team

Basic User
Lead Generation

  • Professional +

  • Sales Overview

  • Pulse Dashboard

  • News Creation

  • Basic +

  • Lead Qualifying

  • Pipeline Management

  • Activity Management

  • LITE +

  • Sales Community

  • Contact Management

  • Company Sales Notification

EXTERNAL USER LICENCE

INTERNAL SUPER USER LICENCE

LITE User
Referral / Lead Generation

Administrator User
Super User

  • Lead Generation

  • Handover to Sales

  • Follow Pipeline

  • View Lead Life cycle

  • User / Licence Management

  • Subscriptions / Data

  • Integrations / API

  • Profile / Child Organisations

 

4. Help Desk & Support

  • Check out our LeadX 360 Help Desk to learn more about Features and Functionality.

  • Register to our X-Factory for training videos, inspiring articles and more.

  • Contact us at support@leadx360.com if you wish to speak to a LeadX Team Member.

 

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