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Get solutions info, login help and/or chat with an agent

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Give us a call – (800) 699-4164

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Frequently Asked Questions

 

I have forgotten my password. How do I find out what it is?

  1. Go to the LeadMaster home page and click the Login button in the upper right-hand corner.
  2. Click the ‘Sign in Help’ link below the submit button and you’ll have the option of requesting help with your password, user ID, or general help.

What's the difference between Email Marketing, Lead Nurturing and Marketing Automation?

The distinction between Email Marketing, Lead Nurturing, and Marketing Automation can be confusing because they all use email as their delivery mechanism:

  • Email marketing is simply sending an email with your marketing message. The email message could go to one person or to a million people. It could be plain text or it could be an HTML email with links, images, and video.
  • Lead nurturing is a step up from email marketing. Lead nurturing sends a series of emails at predetermined intervals. The goal of lead nurturing is to build a relationship with a prospect.
  • Marketing automation encompasses communication that moves sales leads from the first contact to the completed sale using a software program that tracks the prospect’s interest and responds accordingly.

Where can I find help documentation?

LeadMaster has several online help options. Help for the LeadMaster application can be found on the Support page with some videos, blogs, and knowledge base.

What is this email I get every day from the LeadMaster CRM?

LeadMaster has a variety of options for sending pre-configured email reminders. Below you’ll see the list of available pre-configured customizable emails.

-Appointment/Call Back Notification
-Daily Email Notification
-Lead-Xpress Notification – Single Record Assignment
-Lead-Xpress Notification – Multiple Record Assignment
-General Email Notification
-Single Record Assignment Notification
-Multiple Record Assignment Notification
-Task Assignment Email Notification
-Task Assignment Text Notification
-CRM-Xpress Notification – Single Record Assignment
-CRM-Xpress Notification – Multiple Record Assignment

Still have questions?