Leads360 Express Support
posted this on September 14, 2009 03:03 pm
Answer: An admin is the manager of the account, and oversees any adjustments and or preference changes made to the account. A user is a registered worker linked to the account. A user status should be given to workers who need to be concerned only with working leads, while an admin status should be held by the person who is managing the users, or managing users and working leads.
Detailed explanation:
The role of the admin is to manage users in the software, while ensuring everything is running smoothly. Admins have the ability to assign leads, see all the leads within the system, make necessary account changes, view reports, etc. Admins can do all this while also working leads assigned to them if they so choose. Users on the other hand, are the managed workers using the account. They do not have the ability to make changes within the account, delete leads, etc. Our software is designed to maximize the potential of your entire sales team. We want metrics to be easily accessible and available on your entire sales pipeline. From when a lead enters the system until it is worked by a user, information and tracking is key. To make the most out of leads360 Express, having only one admin is recommended. By having only one admin, it allows all other users to be tracked and managed in an easy and effective manner, and allows for only one person to have the ability to make changes within the account. Although all business our different, we have found that businesses who have only one admin, benefit more from Leads360.
To change admin/user status, go to my settings> user accounts> and click on the admin/user link to the left of the name.