An introduction to your Admin account.
Across the top of the Admin interface you will see a series of pages, under each of which are subpages. The exact pages and subpages available can vary depending on which features of LeadDesk you are using.
Broadly speaking, the main pages are:
- Overview - Get a view of how your environment is performing. Subpages offer highlight information on the performance of your agents, projects and contact lists, among other options.
- Reports - Lets you dive deeper into the historical performance of your environments. Use an existing report or create custom reports.
- Projects - Projects are the engines which drive LeadDesk. The Projects page lets you create and manage your LeadDesk projects.
- Users - Lets you create and manage accounts for your agents as well as for other Admins, Managers or Team leaders. Create agent groups. Manage the access rights of agents.
Unlike Agents, Managers and Team leaders use the same interface as Admins. However, you can restrict which parts of the Admin interface that Managers and Team leaders can access.
- Contact lists - Create and manage your contact lists, including merging or splitting lists. Manage your blacklists.
- Products - Define the products and product groups that you sell. Set and manage commissions. Create manuscripts to help guide agents' conversations. Create meeting calendars.
- Inbound - Define inbound routes and queues for call and message channels. Manage queue priorities and agent skills. Work with flows to create IVRs.
- General Settings - A collection of overarching settings for your environment, including Offices, sponsors, Message templates, VoIP settings, outbound numbers and more.