The role of a Business Admin?
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”.
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.