SI Lead Manager v7

Schedule Mailings in Seconds!I Want SI Lead Manager v7

Printing Letters and Envelopes

This help post will walk you through how to print letters and the matching envelopes for your mailing campaigns. The Campaign Manager contains three main lists of items... Scheduled Mailings: Mailings that are due to go out Printed Mailings: … [Read more...]

Advanced Search

Sometimes the quick search isn't enough and you really need to search on a couple of fields in order to find the lead or handful of leads that you desire.   SI Lead Manager has an Advanced Search that you can access by clicking on the Advanced link … [Read more...]

Quick Search

To quickly search for a specific lead you may enter into this area any information you know about the lead to find them.  It’s a search all field and searches ALL leads in the database regardless of the filters you have set. It searches the … [Read more...]

Create New Mailing From Leads Manager

Creating a new mailing through leads manager provides a more flexible way to select the precise leads you want to target.   You will be able to use the features of the Leads Manager form to filter the leads and then select specific leads to create … [Read more...]

Campaign Templates

Campaign Templates can be considered a framework for a new mailing campaign.  If you are like me, most of your lists will be mailed out in the same pattern with ideally the same intervals.  As an example I send out my probates like this... First … [Read more...]

Create Mailing

The create new mailing wizard is where you will setup a mailing campaign for a group of leads.  You'll select the leads you want to mail by tag and then you'll pick the details of your campaign, which will be based off custom templates. What's … [Read more...]

Campaign Manager

Campaign Manager is your Direct Mail hub.  You come here to see when all your mailings are scheduled to go out, which mailings are needed to be printed and which mailings are printed and waiting to be mailed. You can easily print letters and … [Read more...]

Tag Filtering

One of the most powerful and flexible aspects of SI Lead Manager - Beta 6 is the ability to filter what leads you see by Tags.  Tags are used as a way to describe a lead and can be assigned to a lead when importing them into the system or … [Read more...]

Google+