iPay Leads Report
โ New Lead
๐
Excel
All leads, all columns (.xlsx)
๐
Manager report (PDF)
Dashboard + charts + all leads with comments ยท A4
โ Add staff
The username must match the name in the iPay Agent column โ the staff member will only see those leads.
๐ Sign-up
When ON, accounts created from the login screen stay Pending until you approve them.
๐ Agents without an account
๐ฅ Staff accounts
| Name | Status | Leads | Created | Actions |
|---|
โป๏ธ Data
Replace all leads with the original Excel data (45 leads). Staff accounts are kept.