📘

LeadnSales CRM

Vendor Onboarding Guide

Step-by-Step Instructions

Version 1.0  •  May 2026

📋 What's Inside

  1. How to Login — Access your CRM dashboard
  2. Dashboard Overview — Understanding your metrics
  3. How to Create Agents — Add team members to the CRM
  4. How to Create Leads — Enter customer data into the system
  5. How to Send Opt-in SMS — Request customer consent
  6. What SMS the Customer Receives — Exact message content
  7. How to Know a Lead is Confirmed — Identifying opt-in status

Complete Workflow Overview

🔑
Login
Access CRM
→
👥
Create Agents
Add team
→
📝
Create Leads
Enter data
→
📱
Send SMS
Opt-in request
→
✅
Confirmed
Lead opted in
1

How to Login

Access your CRM dashboard using your credentials

Open your browser and go to your assigned CRM URL. Enter the email and password provided to you.
🔒 https://yourcompany.leadnsales.com/login
  1. Open your browser and navigate to your CRM URL (e.g., https://yourcompany.leadnsales.com)
  2. Enter your Email ID (this is your login ID)
  3. Enter your Password
  4. Check Remember me if you want to stay logged in
  5. Click Sign In — you will be taken to your dashboard
2

Dashboard Overview

Your real-time performance metrics at a glance

After login, you land on your vendor dashboard. It shows team performance, lead counts, and auto-refreshes every 2 minutes.
🔒 https://yourcompany.leadnsales.com/dashboard
Welcome, Your Company
Refreshed: 10:30:15
Today
Yesterday
This Week
This Month
Custom
Team Leaders
3
Agents
18
Active Today
14
Live Transfers
67
Optins
41
Sales
7
Conversion %
17.1%
📊 Team Performance
#NameLTOptinSalesConv%Status
👤 Ryan Mitchell TL · 6 agents 34224 18% Active
1 🏆 Olivia Bennett 1072 28% Active
2 Liam Carter 751 10% Active
💡 Tip: Use the date filter buttons (Today, Yesterday, This Week, etc.) to view performance for different time periods. The dashboard auto-refreshes every 2 minutes.
3

How to Create Agents

Add new team members to your CRM

Navigate to the Users menu from the sidebar, then click + Add to create a new agent.

Step 3a: Open the Users Menu

🔒 https://yourcompany.leadnsales.com/users
📊 Dashboard
📋 Health Leads
👥 Users

Users

+ Add
NameEmailRoleStatus
James Parkerjames@company.comVendorActive

Step 3b: Fill in the Agent Details

🔒 https://yourcompany.leadnsales.com/users — Add User
👤 User Information
Priya
Sharma
9823456710
Sophie
Sophie Priya
Auto-generated from Alias + First Name
🔐 Role & Access
priya.s@company.com
••••••••
••••••••
Agent
Ryan Mitchell - (Team Leader)
Health
✓ Save ↻ Reset ✕ Close
📌 Key Fields:
• Alias Name — The Australian name used on calls (e.g., "Sophie", "Jake")
• Email ID — This becomes the agent's login username
• Role — Select "Agent" for call agents, "Team Leader" for TLs
• Reporting To — Assign the agent to a Team Leader
• Campaign — Select "Health" for health insurance leads
4

How to Create Leads

Enter customer information into the system

Go to Health Leads from the sidebar and click the + Add button to open the lead creation form.
🔒 https://yourcompany.leadnsales.com/health — Add Lead
📝 Customer Information
Michael
Thompson
0437891245
Yes
m.thompson@email.com
45 Harbour Rd
Melbourne
VIC
3000
42
Green
Yes
No
Hospital & Extras
New
Options: New, Live Transfer
Yes
Looking for family cover with dental and optical extras
✓ Save ↻ Reset ✕ Close
📌 Lead Types:
• New — Standard opt-in lead. Customer receives an SMS asking for consent. Once they reply YES, the lead becomes a confirmed opt-in and is pushed to the client.
• Live Transfer — The customer is already on the phone and is transferred directly to the client's sales team. These leads are pushed to the client immediately upon saving — no SMS opt-in required.
🚨 STRICT DNC POLICY — LIVE TRANSFERS:

It is the vendor's sole responsibility to ensure that no DNC (Do Not Call) customers are sent through Live Transfer under any circumstances.

If any DNC customer is found to have been transferred as a Live Transfer lead, the contract will be terminated immediately with no payment.

Always verify the customer's DNC status before initiating a Live Transfer. There are no exceptions to this policy.
⚠️ Important:
• Phone numbers are checked for duplicates — the system will warn you if the number already exists
• Set "Send Optin SMS" to Yes to automatically send the consent SMS when saving the lead
• Required fields (marked with *): First Name, Last Name, Phone No., Postcode
5

How to Send Opt-in SMS

Request customer consent via SMS

There are two ways to send the opt-in SMS: automatically when creating the lead (set "Send Optin SMS" = Yes), or manually from the leads listing.

Method 1: Automatic (While Creating Lead)

When you set "Send Optin SMS" = Yes in the lead form before saving, the SMS is sent automatically upon saving the lead. No extra step needed!

Method 2: Manual (From Leads Listing)

🔒 https://yourcompany.leadnsales.com/health
Today
Yesterday
This Week
⬇
🔍
↻
+ Add
Total: 213
New: 58
QC: 117
NQC: 31
Sale: 7
S.No Action LMSID First Name Last Name Create Date Phone No. Optin Status Optin Date QC Status FHCA Status
1 41285 Michael Thompson 10/05/2026 0437****45 SMS not sent yet — New —
2 41278 Rachel Green 10/05/2026 0451****23 Yes 10/05/2026 QC —
3 41270 Kevin Harris 09/05/2026 0428****67 Stop — NQC —
4 41263 Lisa Reynolds 09/05/2026 0419****51 Not Replied yet — New —
💡 Action Column Buttons:
• Blue = Optin SMS not sent yet — click to send
• Green = Optin SMS already sent — can resend if needed
• Submit Feedback / Follow-up
• More Options (Edit, Audit, Recording)

When you click the 💬 button, a confirmation popup appears:

📱
Are you sure you want to optin SMS to this customer ?
OK Cancel
6

What SMS the Customer Receives

The exact message sent to the customer's phone

When you send the opt-in SMS, the customer receives the following message on their mobile phone.
Message from Policy Market
Hi Michael, thank you for your health insurance enquiry.

Reply YES to confirm you consent to be contacted by Policy Market and its authorised comparison partners to discuss your options.

Opt out anytime by replying STOP.
12:30 PM
YES
12:35 PM ✓✓
📱 Exact SMS Text: Hi [CUSTOMER NAME], thank you for your health insurance enquiry. Reply YES to confirm you consent to be contacted by Policy Market and its authorised comparison partners to discuss your options. Opt out anytime by replying STOP.
📌 Customer Responses:
• YES — Customer consents. Lead becomes a confirmed opt-in. ✅
• STOP — Customer opts out. No further contact. 🚫
• No reply — Lead remains pending, SMS can be resent.
7

How to Know a Lead is Confirmed

Identifying opt-in status in the lead listing

Once the customer replies YES to the SMS, the system automatically updates the lead's opt-in status. Here's how to identify confirmed leads.
🔒 https://yourcompany.leadnsales.com/health
Health Leads — Optin Status Column
LMSID Action Name Phone Optin Status Optin Date What It Means
41278 Rachel Green 0451****23 Yes 10/05/2026 14:22 ✓ Customer confirmed — Ready for comparison call
41285 Michael Thompson 0437****45 Not Replied yet — ⏳ SMS sent, waiting for customer reply
41270 Kevin Harris 0428****67 Stop — ✕ Customer opted out — Do NOT contact
41263 Lisa Reynolds 0419****51 SMS not sent yet — SMS not sent yet — click 💬 to send

Quick Status Guide

✅
Yes
CONFIRMED
Customer replied YES
Ready for comparison call
⏳
Pending
WAITING
SMS sent, awaiting reply
Can resend if needed
🚫
Stop
OPTED OUT
Customer replied STOP
Do NOT contact again

You're All Set! 🎉

You now know how to login, create agents, add leads, send opt-in SMS, and track customer consent.

🔑
Login
👥
Agents
📝
Leads
📱
SMS
✅
Confirm

LeadnSales CRM — Vendor Guide v1.0 • May 2026

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