Company Usage

posted in: Dashboard | 2

Company Usage also referred to as a Usage Report is located on the Dashboard menu on the left hand side under Reporting. When clicking on Company Usage the following page will appear. If you click on Company, Division, Branches, Contacts … Continued

L2B Wiki Help

posted in: Dashboard | 0

Before logging in, you can access L2B Wiki Help by selecting “Help”:     Our Subscribers can access the L2B Wiki Help by selecting “Help” under Support on the grey toolbar from the left:   Alternatively, L2B Wiki Help can … Continued

Monitors – Calendar

posted in: Dashboard | 0

The “Calendar” is where you can view reminders that you have set for tenders and projects in a calendar format. Please click on link how to set a reminder https://wiki.l2b.co.za/reminders/ You can view or edit your reminder by simply clicking … Continued

Reporting – Monitors

posted in: Dashboard | 2

Under Reporting you are also able to get reports for your Monitors: The following page will be displayed. You can also download the report using the icon on the graph.   Main Users & Monitors (can only view their own … Continued

Online Footprint

posted in: Dashboard | 0

You are able to get Reports of your Online Footprint: You can select the various options Online Activity Project Engagement Vendor Engagement Site Engagement Tender Engagement Buyer Engagement Each option will open reports relevant to option you have chosen, they … Continued

Your Timeline

posted in: Dashboard | 0

By selecting Your Timeline under Reporting:     The Search page will open to show the report of your timeline on the system: You are also able to filter the results By date range   2. By Projects/Tenders

Design your own Report

posted in: Dashboard | 1

You are able to Design your own report for Projects & Tenders under Reporting by clicking on: The following page will open up and you can select your content option and click : 2. You can then select your report … Continued

Reporting

posted in: Dashboard | 0

On the Dashboard on the left hand menu there is Reporting: If you click on reporting it will give you a drop down menu with various options:   

Most Viewed/Monitored

posted in: Dashboard | 0

If you click on Most Viewed: It will open a search tab page showing the relevant results: If you click on Most Monitored: It will open a search tab page showing the relevant results:

Notifications

posted in: Dashboard | 0

Users will receive notifications for the following: Notice – Leads 2 Business (Updates relevant to the services you are subscribed) Leads – Notes that you/your monitors have made on Projects or Tenders Requests – To Monitor Requests – To Un-monitor … Continued

Update Your Password

posted in: Dashboard | 0

To update your password Click on Settings > Profile on the left-hand Menu or via the drop-down under your name (top right) click on Profile Click on ‘Change Password’: Enter your current password in the first block and then enter … Continued

Billing Information

posted in: Dashboard | 0

This is information pertaining to your Account with Leads 2 Business with your Account Number Listed as well. Account: You can view any payments currently outstanding Invoice History: Reflects your invoices *Note: Invoices are shown for the current financial year. … Continued

Leads

posted in: Dashboard | 0

Leads If you want to view all your leads from the Previous day, you can view the leads here with various options how to view the leads. If you would like to Monitor a Lead click on the following icon. … Continued

Favourite Professionals

posted in: Dashboard | 0

There are 3 ways to Add a Favourite Professional: 1. On the Search Page Results -by clicking on the Star next to the contact name which turns to gold if the contact is a Favourite Professional 2. On the Contact … Continued

Monitors

posted in: Dashboard | 0

Monitors  Monitoring enables you to receive regular updates via e-mail on any changes to the Project or Tender Notice (i.e. Closing Date extension, status change, etc). This feature also enables you to draw reports of all monitored items. A maximum … Continued

Support

posted in: Dashboard | 0

Support Selecting the drop down arrow next to “Support” will take you through to all the support options as follows:                                       “Live Help” Please … Continued

Settings

posted in: Dashboard | 0

Settings will take you through to the following Options: “Profile” can be viewed here “Advisory Settings” can be viewed under Advisory Settings and Advisory Filters “Tag Management” is where you can view and manage your Tags such as create, remove, rename, … Continued

Trending – Market Intelligence

posted in: Dashboard | 0

Trending > Market Intelligence This is where you can see a visual overview of what content Leads 2 Business have published.   Market Intelligence  > Projects Click on ‘Reporting on the left side of the page and select ‘Trending’ and … Continued

Monitoring

posted in: Dashboard | 0

To manage your monitors, go to your Dashboard, Click on “Settings” and Select “Your Monitors”.                                 This will open a page where you, as main … Continued

Importing Monitors

posted in: Dashboard | 0

Under the “Actions” button at the top right of the page, you can also “Import Monitors”. This functionality will only be available to subscribers that have had access to our website prior to July 2016, who made use of the … Continued

Home

posted in: Dashboard | 0

“Home” will take you through to the following options:                       The dashboard will take you back to the Dashboard (Home Page). Please click on the link to view in detail how … Continued

Advisory Settings Wizard

posted in: Dashboard | 0

Your advisory filters are the key to receiving the relevant information from Leads 2 Business on a daily basis. The Daily Advisory is sent via e-mail in the afternoon and contains a summary of all the new projects and tenders published … Continued

Library

posted in: Dashboard | 0

If you are looking for various documents to view and download, the Library is where you will find them. Under Library which is located under Support on the drop down menu on the left hand side of your screen when … Continued

Help

posted in: Dashboard | 0

If you are logged into the website and wanting assistance or help with navigating the website, this help facility can assist you. You can find this help facility under Support on the menu on the left hand side of your … Continued

Contact Us

posted in: Dashboard | 0

If you are looking for some support on the website and/or wanting to get in touch with Leads 2 Business, this is where you can find the support and help. Maybe you would like a Sales Executive to get hold … Continued

Profile Settings

posted in: Dashboard | 0

Click on Settings > Profile on the left-hand Menu or via the drop-down under your name (top right) click on Profile You can view and update the following by clicking on the relevant tab/heading: Your Personal Info Perform a User … Continued

Resend Advisories

posted in: Dashboard | 0

  Click on “Resend Advisories” via your name or the menu. The blue block indicates the date you would like to receive the advisories. Select a different date if you’d like to. Select the advisory you would like to receive … Continued

Advisory Settings 

posted in: Dashboard | 0

Advisory Settings  Your Advisory is the e-mail you receive on a daily basis with a summary of all the leads for that particular day that are of interest to you. Your Advisory Settings are very important as if you have … Continued

Your Login Name 

posted in: Dashboard | 0

If you click the drop-down arrow next to your Login Name the following selection will appear Advisory Settings Resend Advisories Sent Advisories View Advisories Profile Settings Calendar Inbox    

Live Help – Ear Phones Logo 

posted in: Dashboard | 0

If you require assistance you can speak to one of our friendly and helpful staff members by simply clicking on the Earphones logo (or go to “Support” and click on “Live Help”) and you will be responded to almost immediately, … Continued

L2B Logo

posted in: Dashboard | 0

L2B Logo – Takes you back to the Dashboard To return to the “Dashboard” click on the Leads 2 Business Logo. Another way to get back to the Dashboard is to go to “Home” and select “Dashboard”  

LiveHelp

posted in: Dashboard | 0

LiveHelp is an instant help facility whereby you can chat to a staff member online and receive instant assistance. LiveHelp runs during office hours, Monday to Friday, 7:30am to 5:00pm. If you are logged in and require assistance, because, for … Continued

Calendar

posted in: Dashboard | 0

The “Calendar” is where you can view reminders that you have set for tenders and projects in a calendar format. Please click on link how to set a reminder https://wiki.l2b.co.za/reminders/ You can view or edit your reminder by simply clicking … Continued

Login

posted in: Dashboard | 0

You can enter your login details on the top left hand corner of the L2B landing page: Remember passwords are case sensitive. If you have forgotten your Login you can click on ‘Forgot Login?’ alternative you can click on Log … Continued

Dashboard

posted in: Dashboard | 0

The L2B Dashboard  The Dashboard is the landing page for L2B  subscribers, this is where it all begins, from searching for tenders, projects and professionals, viewing your monitors, messaging, settings, reports, view your calendar, support and viewing your favourite professionals. … Continued

Messaging

posted in: Dashboard | 0

Messaging Messaging can be accessed from the Dashboard. In the list on the left side of the page “Inbox”, on the Toolbar at the top right of the page (the Envelope). When you hover over the envelope, select “View All”. … Continued

Troubleshooting: Clearing Browser Cache, Cookies & History

Why? Whether you’re having login trouble, issues with your browser, or any number of unusual errors, a quick clearing of the Cache, Cookies & History is the first solution we recommend. Why do we ask you to do this? In … Continued

L2B Website

posted in: Dashboard | 0

By typing www.L2B.co.za into your internet browser, you will be directed to the Leads 2 Business website. This website has been optimised to the most recent versions of all browsers to ensure you have the best possible experience browsing our website. Use … Continued