Function of a Business admin?
Monitor sales leader and sales agent.
Create team and directly assigned leader and agents in it.
Create form and assigned which team to handle the leads from that form.
If you are a business admin in LeadMS, you can manage the user and team.
Step 1: Click on “Admin” at the navigation bar, select “Manage User”
Step 1: Click on the “Add New User” button
Step 2: Enter email address, name, and default password for the user
The user can edit their password anytime they want after they have logged in the account.
Step 3: Pick any role for the user, either Sales Leader or Sales Agent
Step 4: Click on the “Submit” button to save the users’ details
Step 1: Click on the “Edit” button
Step 2: Once changes have been made, click on the submit button
Step 1: Click on the “Trash” button
Step 2: Click on the “Proceed to Delete” button. If you do not want to delete the user, Click on the “Cancel” button
Step 1: Click on “Admin” at the navigation bar, select “Manage Team”
Add New Team
Step 1: Click on the “Add New Team” button
Step 2: Enter team name
Step 3: Assign leader for the team
Step 4: You can add sales agents for the team by clicking on the “Add Agent” button
Step 5: Click on the “Add Agent” button after choosing any sales agent from the dropdown menu
Step 6: Click on the “Trash” button to remove any sales agent added in the team.
Afterwards, the leader also can assign any sales agents of the team using their LeadMS account.