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LEADer Setup

To set up your LEADer CRM for a streamlined, personalized experience:

  • Log in to the AIM Partner Portal, then navigate to the CRM/Loyalty tab.
  • From the left-hand menu, choose the section you need, such as Leads, Loans, or any other module, to open its dedicated dashboard.

  • Pipeline/Deadline View
  • List View
  • Add Comments
  • Create Tasks

What is the Pipeline view?

The Pipeline view in the Loans and Leads displays your items in a clean, Kanban-style layout, grouped by their current stage. This view gives you a quick, at‑a‑glance overview of your progress and lets easily drag items from one stage to another.

How to reorder cards in the Pipeline/Deadline view?

In any section that uses the Pipeline or Deadline view, you can easily rearrange cards within a column:

  • Click and hold the card you want to move
  • Drag it to the desired position and release

Tip: Your changes are saved automatically.

What is the List view?

The List view in the Loans, Leads, Contacts and Companies entities displays your items in a table format. You can customize which columns to show and rearrange them to create a layout that best supports your workflow.

How to configure the list of shown columns in the List view?

In any section that has the List view, you can customize which columns are displayed:

  • Open the section and switch to List view by clicking the List button.
  • Click the gear icon in the upper‑left corner of the table header.
  • A list of available columns will appear. Select the checkboxes for the columns you want to display and clear the ones you want to hide.
  • Click Apply. The table will refresh to display your updated column selection.

How to reorder columns in the List view?

In any section that offers the List view, you can rearrange the columns to suit your workflow:

  • Click and hold the column header you want to move
  • Drag it to the new position and release

Tip: Your changes are saved automatically.

How to add a comment to a card?

You can add comments to Lead, Loan, Contact, and Company cards.

To add a comment:

  1. Open the card you want to comment on.
  2. On the right side of the card, find the Comments section and click the text area.
  3. Type your comment. You can also attach a file if needed.
  4. Click Send.

Your comment with any attachments will appear on the card’s timeline.

How to create a task from a Lead, Loan, Contact, or Company card?

1. Open the card you want to work with (Lead, Loan, Contact, or Company). The task will be linked to this card.
2. On the right side of the card, go to the Tasks section and click the text area:

  • Enter the task name.
  • If needed, set a due date for the task.

3. Click Save.
4. The task will appear on the card’s timeline and in the Tasks tab.

How to create a task from any Tasks view?

1. Go to the Tasks tab.
2. Click Create.
3. Fill in the task details in the Task Card:

  • Task name is required – you must enter it to create a Task Card.
  • Optionally, set a due date for the task.

4. Click Save.
5. The new Task Card will appear in your Tasks list.

 

How to quickly create a task using Deadline View?

1. Go to the Tasks tab.
2. Open Deadline View.
3. In the column that matches your desired due date, click the + icon.
4. In the pop-up window, enter the task name.
5. Press Enter on your keyboard.
6. The new task will appear in the corresponding column.

 

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