Dxesk Lead Management System – User Guide (Part 1) is a practical, step-by-step guide that explains how to effectively use the system to capture, organize, and manage sales leads within a structured platform. It helps users understand both the initial setup and day-to-day operations in a simple and clear way.
The guide begins with system access and login, then moves into configuring ticket types for sales leads and tasks. It explains how to create, edit, and manage ticket types, define lead states, set responses, and design workflows using both standard configurations and the visual workflow editor. These features help businesses structure their sales processes in an organized way.
It also covers customer and company management, including creating records, editing details, and performing batch uploads with proper error handling. In addition, the book introduces product setup, sales agent management, and permission configuration to control user roles and access.
A key focus is on sales lead management. Users learn how to create leads, assign tasks, manage profiles, and track progress using tools like the Kanban view. It also explains how to import leads and templates and manage individual lead details for better follow-up and conversion.
By the end of this guide, users will be able to:
•Set up and configure a complete lead management system
•Organize and manage customer and company data
•Define workflows and automate lead processes
•Assign and manage sales agents with proper permissions
•Track and manage leads from creation to conversion
This book is ideal for beginners, business users, and system administrators who want a clear and practical understanding of the Dxesk Lead Management System, helping improve sales operations and overall business productivity.
