Adding User Logins

The Manage Users page displays a list of your users, and allows you to add additional user logins. In addition to a user’s name and email address, the Manage Users table has columns that control aspects of each user’s identity in the system.

1. Click Manage Users on the Administration submenu

2. Click the Add New User button 3. Enter the required information as well as additional details.   Some or all of the information you put into these fields will be used in automatically generated emails; so make sure you type everything as you would like it to appear to potential clients. 4. Click the Submit button

 

Adding Lead Sources

The first step in setting up Leads360 to receive leads from any lead provider or lead source is creating a campaign in Leads360.  You might want to think of ‘Campaigns’ like folders in an email inbox. Leads are collected into campaigns so that they can be easily identified as belonging to groups that come from different vendors or marketing efforts.       

1. Click Manage Campaigns on the Administration submenu

2. Click the Add New Campaign button

3. Enter the required information Title: The title will be seen by all the users. If you wish to conceal the source of the leads, give this a name which will not divulge the source of the leads Type: Select Internet Lead Active: This must be checked Provider: Select a Provider from the drop down menu* 4. Click the Submit button

* Note: The lead vendors listed in the ‘Provider’ drop down menu are the most common providers – however, Leads360 DOES work with hundreds of providers not included in this list.

If the lead provider you are buying leads from is not listed:

• Leave the ‘Provider’ drop down selection on ‘--Select Provider--‘
• Click ‘Submit’ to complete adding the campaign.
• Contact the Leads360 support team for additional details.

5. Contact your Lead Provider

The campaign has been created in Leads360. As a final step, contact your lead provider and ask them to send (post) your leads directly to your Leads360 account. Any information you may need to pass on to your provider is on the Manage Campaigns page. You may be asked for something called a ‘Posting URL’ – Click Delivery Instructions/URL link associated with your new campaign in the Options column.

Setting Account Options

The Client Settings page contains account wide options – for example: Time Zone settings, enabling/disabling some pop-up notifications, or adding Company Profile Information.

1. Click Client Settings on the Preferences submenu

2. Choose Account Settings Most settings and options can be left to their defaults.   The 'Company Name' and 'Phone Number' values may appear in emails that Leads360 sends out automatically so be sure that you enter them as you want them to appear in official, external business communication.   Select the correct Time Zone.   3. Click the Apply or Submit button at the bottom of the page to save the changes

Accessing Training

1. Help and Support - Always located at top right corner

2. Click on "Home" to go to the Support Portal home page Links to Live Webinar trainings for users and Training Videos are available.

 

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