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LeadMaster Training and ‘How To’ Videos
Managing the Home Page
Proposal Generator
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
- Email Marketing Training Manual (PDF)
Campaign Management
Case Management
Smart Queue for Faster / More Productive Calling
Surveys
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
Start Growing With LeadMaster Today!
With tools to make every part of your process more human and a support team excited to help you, getting started with inbound has never been easier.