Business Admin

Function of a Business admin?
  •  Manage leads.
  • Monitor sales leader and sales agent.
  • Create team and directly assigned leader and agents in it.
  • Add tagging.
  • Add product.
  • 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.

Manage User

Step 1: Click on “Admin” at the navigation bar, select “Manage User”

Add 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

Edit User
Step 1: Click on the “Edit” button
Step 2: Once changes have been made, click on the submit button

Delete User
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

Manage Team

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.