Getting Started
Find your way around BizDue: the dashboard, the sidebar and business panels, notifications and your profile.
Guides and articles 5
- Guide Welcome to BizDue: a quick tour What you see after signing in, how the sidebar is organised and where to find each part of the app.
- Article Understanding the dashboard What the dashboard shows and why it changes with the business panel you have selected.
- Guide Switching business panels Use the panel switcher to move between Lending, Insurance, Trading, Accounting and other lines of business.
- Article Notifications: the bell and the Notification Center The difference between your in-app notifications (the bell) and the Notification Center delivery log.
- Guide Updating your profile and password Change your name, photo, job title and sign-in password.
Frequently asked questions
On your organization's sign-in page, click Forgot password?, enter your email address and follow the link in the email to set a new password. The link works for a limited time.
If the email doesn't arrive, check your spam folder. If you still can't sign in, your organization admin can set a new password for you from Staff.
Note: After several wrong passwords, sign-in from your network is paused for a while to protect your account. Wait a few minutes and try again.
Can't find an answer?
Our team is happy to help. Customers can also raise a support ticket from Help & Support after signing in to their workspace.
Help topics
Getting Started
Customers & Documents
Leads, Assignments & Follow-ups
- Overview
- Creating a loan lead
- Following up leads on time
- Assigning leads to your team
- WhatsApp leads: enquiries that create themselves
- Converting a lead into a loan application
- My Tasks: your own to-do list with on-time alerts
- What do the lead statuses mean?
- A WhatsApp message didn't create a lead. Why?