SI Lead Manager v7

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Property Leads – How to View Contacts

Version of SILM 7.0 and higher About This video shows how the two ways you can view a Property Lead's contacts How To Video … [Read more]

Tasks – How to Delete a Task

Version of SILM 7.0 and higher About This video shows how to delete a Task How To Video … [Read more]

Tags – Overview of Tag Settings

Version of SILM 7.0 and higher About This video walks you through the Tag Settings area in the Settings Tab more... Menu Buttons New Tag - adds a new Tag View - Use to filter what you see in the Tags Grid Action - Use to perform … [Read more]

Tasks – How to Filter the Tasks in the Grid

Version of SILM 7.0 and higher About This video shows how to filter what is viewed in the Task's Grid more... The filter options you have should allow you to view your Tasks in any way you see fit. There currently is no option for setting … [Read more]

Tasks – How to Mark a Task as Complete

Version of SILM 7.0 and higher About This video shows how to mark a Task as Completed more… It is recommended to keep up with marking your tasks as Completed once you have done them.  This way they will be removed from the list and you will … [Read more]

Tasks – How to Change a Task’s Status

Version of SILM 7.0 and higher About This video shows how to change the status of a Task more... It is recommended to keep up with marking your tasks as Completed once you have done them.  This way they will be removed from the list and you … [Read more]

Tasks – How to Create a New Task

Version of SILM 7.0 and higher About This video shows how to create a new Task more... Tasks are a good way to create a to do list from making phone calls to visiting properties and making offers.  The tasks system is a basic system that … [Read more]

Setup – Starting Up SI Lead Manager v7 for the Frist Time

Version of SILM 7.0 and higher About This video walks you through the initial setup of SI Lead Manage v7 the first time you start it up. more... The system requires certain data to operate as expected.  This setup process will guide you … [Read more]

Tasks – How to Cancel a Task

Version of SILM 7.0 and higher About This video shows how to cancel a task more... You will want to cancel a task if you deem it no longer necessary to complete.  Cancelling it instead of deleting it will help you keep a log for future … [Read more]

Tasks – How to View Full Lead Information

Version of SILM 7.0 and higher About This video shows how to view the full lead information that a Task is assigned to. more... If a task has a specific lead assigned to it, you can view the full property info by right clicking and selecting … [Read more]

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