The Campaign Home Screen
The Lead Workflow is the heart of Xenleads, and workflows are extremely customizable,
so it is important to take the time to tailor your lead workflow(s) to fit your organization's exact needs.
A. Getting To The Admin Lead Workflow Section
Before you can access the Admin Sections to get to the Lead Workflow Configuration Screen, you must make sure that your Xenleads user has appropriate permission. Learn More About Setting Up Users.
You will need the following permissions to access and configure a Lead Workflow:
- Admin Access (Access admin screens)
- Edit Lead Workflows (Admin - Add, Delete, Edit and Copy Lead Workflows
2. Navigate to the Admin Lead Workflow Screens
To get to the Lead Workflow List, you can paste: workspace/#/dashboard/campaign the '.com' section of your Xenleads instance's url. e.g. (https://INSTANCEURL.com/workspace/#/dashboard/campaign).
OR to manually navigate to this screen, from the XenLeads top menu bar by clicking on the "Campaigns/ Campaign List" menu (see below).