Module: Initial Organizational Tools Setup

Owned by Kyle Sharrer
Last updated: May 03, 2024 by Grant Gooch
3 min read

Follow the instructions to correctly set up some of the foundational LeadVenture tools we use to track and monitor business information.

Important note before you start

Much of the following information is set up when you are onboarded by IT and HR. Your task is to log in and understand these tools in order to improve your own navigation within them.

For any issues you encounter with these tools, please contact the Trainer and reach out to HelpDesk@LeadVenture.com

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What is LeadVenture Intranet?

LeadVenture Intranet is the organizational network for sharing company information and resources among team members. You will be able to locate an abundance of learning materials and LeadVenture information regarding benefits, meetings, and general industry news to assist in your journey with the company.

How to Access

The LeadVenture Intranet requires login credentials in order to access, which will be provided to you by IT/HR. Once you have received this information, try logging in to explore the space:

 

What is Passwordstate?

Passwordstate is our password management tool for finding login credentials for our shared/team-wide accounts.

How to Access

Follow the instructions laid out in the LMS Course to log in and navigate Passwordstate to find credentials for essential accounts we use day-to-day:

 

What is ADP?

Automatic Data Processing—or ADP—is a means to record your working hours, request PTO or sick time, find employee benefits, and submit annual reviews. You can update, modify, and remove personal information by accessing this space.

How to Access

Follow the LMS Course to be able to log in and navigate ADP to make full use of all of its features:

 

What is the VPN?

Our Virtual Private Network (VPN) creates an encrypted pathway for accessing our customer management software. The VPN also protects your data and hides your IP address in order to prevent us from unintentionally manipulating traffic data on our customer websites.

How to Access

When you are initially onboarded by IT, they will give you setup instructions that will allow you to connect with the VPN.

 

What is SalesForce?

SalesForce is our primary CMS (client management system) where all of the client information, billing, products, and associated workflows live. It is the preferred communication channel for anything related to client’s or their service. It is also the tool we use to manage our workflow and will be your primary form of task management.

How to Access

The LMS Courses will walk you through the process of navigating the SalesForce environment to locate client campaign information.