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About Us
About LeadMaster
About Leadmaster
Why LeadMaster
The LeadMaster Platform
Features Summary
Reviews
30-Day Trial
Partners
Developers & API Info
Leads and Lead Providers
Integration Partners
LeadMaster Consulting Partners
Support
Support
Knowledge Base
Outlook Sync
Help Videos
Contact Us
(800) 699-4164
Blog
System Status
Products
* Lead-Xpress – $10/mo
* CRM-Xpress – $15/mo
* CRM-Pro – $50/mo
Add-ons
Xtreme-Reports – Turn Data into Dashboards
LeadMaster VoIP Phone
Lead-Xtreme Website Visitor ID
LeadMaster Voice
Sales-Xtreme
30-day Trial
Features
Customer Relationship Management
Lead Management
Opportunity & Pipeline Management
Help Desk & Case Management
Call Center
Call Center – The Complete Solution
Smart Queue = Smart Calling
Inside Sales CRM Software
Email Marketing & Marketing Automation
Marketing Automation
Email Marketing & Lead Nurturing
Landing Pages
Industries
Small Business
Finance & Insurance
Insurance
Finance
Marketing & Advertising
Mortgage & Real Estate
Mortgage & Debt
Real Estate
Healthcare & Sr. Care
HealthCare
Senior Care Sales
Call Center & Inside Sales
Call Center
Inside Sales
Manufacturing & Distribution
Manufacturing
Automotive, Truck & Trailer Sales
Higher Education & Non-Profit
Higher Education
Non Profits
Pricing
Pricing
Add-ons
Xtreme-Reports – Turn Data into Dashboards
LeadMaster VoIP Phone
Lead-Xtreme Website Visitor ID
LeadMaster Voice
LeadMaster Integrations
Free Trial
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Why Choose LeadMaster
A Quick Overview of the LeadMaster Professional Version
LeadMaster Pro User Guide
LeadMaster on an iPhone (Android also available)
CRM-Xpress, the Super Simple CRM
What’s New in APP4
Managing the Home Page
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Calendar Introduction
Synchronizing LeadMaster & Google Calendars
My Calls & Tasks
Home Page Productivity Tools
My Calls & Tasks
Lead Center
My Searches
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Recent Items
My Cases
My Smart Queue
Getting Data into LeadMaster
How To Add Contacts Individually
How To Clean Data Before Importing
Importing Contacts into LeadMaster
Preparing Data for Import into a Single-Select
Preparing Data for Import into a Multi-Select Part 1
Preparing Data for Import into a Multi-Select Part 2
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Activity Hub Report / Advanced
The Main Menu
Accounts
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Reports
Library
Add New Records
Campaigns
Calendar Introduction
Working with Contacts & Companies
An In-Depth Look at the Sales Update Page
Record Locking so Two People Can’t Edit the Same Record at the Same Time
Managing Duplicate Records
Quick Actions for Automating Tasks
How to Create Quick Actions – Creating a Callback
Quick Action to Send an Intro Email
Quick Action to Claim an Unassigned Lead
Quick Actions & the Smart Queue
Creating Account Managers & Assigning Records
How to Create a
Logon
for a Sales Rep & Assign Leads, Also How to Replace a Sales Rep & Re-assign the Leads
Assigning Accounts/Leads via Round Robin
Shark Tank – Creating a Pool of Unassigned Leads for Reps to Claim
Lead-Xpress
What is Lead-Xpress
Configuring LeadMaster for Lead-Xpress
Using Lead-Xpress
Lead-Xpress & Automation
Opportunities & Quotes
Managing Sales Deals / Opportunities
Creating Sales Quotes
Customizing the Quote Template
Customizing Quote Fields & Reference Tables
Email
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
Email Marketing Training Manual
Lead Nurturing
What is Lead Nurturing & Adding Contacts
Creating & Editing Lead Nurturing Campaigns
Managing Lead Nurturing Campaigns
Lead Nurturing Training Manual
Marketing Automation & Workflow
Creating an Auto-Responder
Map Web Forms to Custom Forms
Sending Text Messages to Reps & Managers
Sending SMS Text Messages to Contacts
Tracking Dates Fields are Updated
Tracking Call Attempt Date And Count
Marketing Automation and Workflow Training Manual
Website Integration
Integrating a Website / Landing Pages
Lead-Xtreme Introduction
Lead-Xtreme In-Depth
Lead-Xtreme Form Captures
Gravity Forms Instructions
Gravity Forms Plugin (zip file)
Contact Form 7 Instructions
Contact Form 7 Plugin (zip file)
Landing Pages
Creating Landing & Response Pages
Map Web Forms to Custom Forms
Creating Surveys Using Custom Forms and Landing Pages
Editing Landing Page Templates – Form Fields, Images, Text & Links
Sending Form Data to LeadMaster from WordPress
Campaign Management
Campaign Management
Case Management
Case Management
Configuring a Customer Support Solution
Smart Queue for Faster / More Productive Calling
Introduction to the Smart Queue
Configuring a Smart Queue
Smart Queue & Workflow – Quick Actions
Smart Queue Reporting
Telephone Integration
Screen Pop with Ring Central
Click-to-Call with Nextiva
Click-to-Call with Bria Soft Phone
Click-to-Call with Vonage
Click-to-Call with Skype
Click-to-Call with a Browser Plug-in
Integration with other Systems
Integrating LeadMaster with other Cloud
Applications using PieSync
Outlook – Calendar, Contacts & Email
Outlook Sync Extension
DocuSign Integration
Woo Commerce Integration
Searching
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Managing Saved Searches
SURVEYS
Survey Training Manual
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
Administration
LeadMaster Hierarchy Part 1
LeadMaster Hierarchy Part 2
Using Security Templates to Manage
Logon
Privileges
Logon Management and Hierarchy
Migrating to Leadmaster
Moving from Salesforce to LeadMaster
Exporting Data from LeadMaster
How to Download Companies & Contacts
How to Download Opportunities
Demonstration Webinars
Email Marketing & Landing Pages
Smart Queues
Sales Opportunities / Pipeline & Quota Management
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