Dashboard
      Back to home
      1. Help Center
      2. Dashboard

      How do I see what product a lead is interested in?

      Details about leads from your Website Quoter or Mobile App are stored and can be viewed in the Dashboard.

      In order to view a lead a member must be:

      • Assigned to the lead
      • Be a Sales Rep for a member assigned to a lead
      • Be an Agency Admin.

      1. Log into your Dashboard.

      2. Once you are logged in, click "Leads" in the navigation on the left-hand side.

      Dashboard Navigation - Leads

      3. Find the lead you are wanting to find product information for. Click on it.

      Leads - Select a Lead

      4. Once a lead is selected, a page will open which contains all information associated with the lead.  Here you will find the information about the product your customer was quoted.

      Screen Shot 2017-11-20 at 3.58.38 PM

      Questions or feedback? Feel free to reach out to our Support Team at support@ixntech.com, call 800-250-5152 #2 or start a chat on our website.