Business Admin

The role 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.