LeadManager Support

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Activity overview

Latest activity by LeadManager Support
  • LeadManager Support created an article,

    LeadManager Mobile App

      Welcome to the LeadManager mobile app!  To get started, make sure you have downloaded the app from the Apple Store or Google Play store. You can do this by searching for BCI LeadManager or by ...

  • LeadManager Support created an article,

    How to Enter Opportunity Details

    Entering Opportunity Details lets you track the potential value of a project to your business and also enables use of LeadManager's Sales Insights dashboards.    Add Opportunity Details to projects...

  • LeadManager Support created an article,

    How to View Sales Insights: Sales Performance

    Track your team's sales performance, broken down by: Total Won Total Won Value Total Specified Total Lost Total Qualified Out It also allows you to track individual team member activity, includin...

  • LeadManager Support created an article,

    How to View Sales Insights: Sales Forecast

    Sales Forecast gives you insights into your team's projected sales figures, filtered by: Project Pipeline Folder Team Member Opportunity Value Quoted  Product Specified Probability   To access Sa...

  • LeadManager Support created an article,

    How to View Subscription Insights

    Subscription Insights allows you to see a breakdown of projects in your subscription, broken down by: Total Projects Published Stage Category Location  More Opportunities    To access Subscriptio...

  • LeadManager Support created an article,

    How to View User Activity Insights

    User Activity Insights allows you to track your team's activity on LeadManager, including: Total Logins Total Alerts Received Total Project Views Total Company Views It also allows you to track i...

  • LeadManager Support created an article,

    Troubleshooting

    Having trouble with your LeadManager account? Try following these steps to get back up and running. Important: Make sure to log out and log back into LeadManager after the successful completion of ...

  • LeadManager Support created an article,

    How to Use Relationship Mapping & Partner Network

      Relationship Mapping is an Analytix-powered feature. This means you must be subscribed to BCI's Analytix platform to benefit from its insights. To add Analytix to your subscription, ask your A...

  • LeadManager Support created an article,

    Getting Started: Migrating Clients

      Welcome to the next generation of LeadManager!  Let's get familiar with your new dashboard.     Search Bar  When you first open LeadManager, you will be greeted with your dashboard. At the top...

  • LeadManager Support created an article,

    How to Use Collaborations

    Note: Tutorial Video coming soon.   On the Company Details page, select Collaborations on the left-hand side of the screen.  Here, you will see a list of companies that the selected firm has previ...