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The following features are linked to a user’s logon:
In the event that a user is deleted/deactivated, their assigned callbacks/tasks will no longer show on the Group Calendar – but they remain on the system and accessible from the Callback Reports and Record page.
The download scheduler does not include attached files of any kind (Word, Excel, audio files from click-to-call recordings, etc).
Yes, the maximum number of fields that will display for any given Chart is 15.
Merge records is enabled by turning on Archive Records in Logon Management.
Yes, the record that was merged is placed in the Archive. If you have the privileges you can search the archive and restore the merged record.
The application itself does not provide that functionality. There are several free tools that can be found on-line such as Mail Tester – a third-party tool that can help check the spamminess of your emails.
LeadMaster offers 2 versions of integration for Outlook.
Here you have all of our Leadmaster training and “How to” videos
Visit our LeadMaster CRM Knowledgebase
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.