LeadMaster Training and ‘How To’ Videos
Managing the Home Page
Home Page Productivity Tools
The Main Menu
Working with Contacts & Companies
- How to Verify Your Email Address
- Email Marketing – A Step-by-Step Guide
- Reviewing Email History for a Contact
- Using LeadMaster Studio
- Using the Email Editor & Email Templates
- Using Global Email Templates & Changing Colors
- Importing Email Templates
- Background Color in Email Templates
- Email Templates for Tablets & Phones
- Sending Email from Search Results
- Email Campaign Reports
- Notification on Email Open / Click
- Tracking Emails Using Marketing Activities
- Searching for Bad Emails
- Searching for Contacts with Opened / Unopened Emails
- Creating a Document to Send Via Email using Merge Document
- Using Mail Manager to Access Your Email
- Logging Email in LeadMaster without Outlook
- Using an Alternate Email Server
Identifying Website Visitors
Campaign Management
Case Management
Smart Queue for Faster / More Productive Calling
Integration with other Systems
Searching
- Quick Search
- Find Match
- My Searches
- Managing Saved Searches
- How to Exclude Items from Search Results
- Using marketing activities to mark records so they can be searched with a contact search – in this example we are searching for bad emails
- Using marketing activities to combine search results – in this example we are combining search results into a list of 5,000 contacts for an email marketing campaign.
Customizing the System
- Adding Custom Fields
- Custom Forms Part 1
- Custom Forms Part 2
- Custom Forms Profile Fields
- Syncing Custom Form Fields to DB Fields
- Customizing Fields & Pages
- The
Custom Form Journal Field - Weblinks
- Editing Reference Tables –
drop downs , checkboxes & radio buttons - Customizing the Header in Search Results and Accounts
Migrating to Leadmaster
Exporting Data from LeadMaster
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