LeadX Documentation : Manage Lead

The Lead can be managed by either Professional user or Manager User.

In Manage Lead you can

Update Lead Information
Update Lead Pipeline Stage
Mark Lead as Closed - Won, Closed - Lost
Update Lead as Parked
Create Planned Events
- Mail
- Message
- Other
Create Notes
View History

To Update Lead you must select the Lead present in your My Pipeline (Mobile and Web)

Update Lead

Login to LeadX web application or Mobile App using valid User Credentials
Go to My Pipeline
- On Web, click on My Pipeline present in the left Menu Panel
- On Mobile, Click on the My Pipeline button present at the bottom of the mobile
Select the desired Lead to update

On Web

The Update Popup or screen is displayed
To Update Lead Information
- Click on Update button
- Make changes to the lead information and Click Save
To add new Event
- Scroll to the bottom of the popup or page
- Click on + sign present in the header of Planned Events box to open Create Event popup
- You can add event as
  - Lead Sales Activity
  - Lead Task
  - Note
- To add new Event
  - Click Lead Sales Activity button
  - Enter the necessary information and click Save
- To add new Lead Task
  - Click Lead Task button
  - Enter the necessary information
  - Enter the Deadline
  - Click Save
- To add new Note
  - Click Note button
  - Enter necessary information and click Save
You can also create Notes by clicking + sign present in the Notes Box on Update popup
- To create a Note
  - Click + sign present on the top section of Notes box
  - A New Note popup is displayed
  - Enter necessary information and click Save

On Mobile

The Lead detailed screen is displayed with basic information about the lead
To update the Lead
- Click See more details button
- Scroll to the bottom of the screen and click Update button
The screen displays three sections Planned Events, History and Notes to show existing events, history information and Notes information
To add new Event
- Click Add new sales activity button present under Planned events
- A New Sales Activity screen is displayed
- Enter the necessary information
- Enter Date and Time to plan the event
- click Save
To add Add new Task
- Click Add new Task button present under Planned events
- A New Lead Task screen is displayed
- Enter the necessary information
- Enter Deadline
- click Save
To Add new Note
- Click Add new Note present under Notes section
- A new Note screen is displayed
- Enter the necessary information and click Save

Ring the Bell

Ring the bell feature allows Manager user to generate a special Sales Feed notification for the Lead that Rings the bell when any user clicks the notification on mobile or web

To enable Ring the bell for any Lead :

The lead can be updated by Lead Owner ( Manager or Professional User ) at any point and stage is updated as Closed and sub stage as Won
Once the Lead is closed in Won Sub Stage, the owner can open the Lead from My Pipeline to view the Lead
The lead details are displayed along with Ring the Bell button
Click Ring the Bell button to generate Sales Feed with Ring the bell turned on.
Once the button is clicked a Sales Feed is generated and displayed on Sales Feed section of Sales New Page or Screen

In this document

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