SI Lead Manager v7

Schedule Mailings in Seconds!I Want SI Lead Manager v7

Letter Templates

Letter Templates are letters created in Microsoft Word (2003-2012) that include place holders.  When printing letters, SI Lead Manager scans the letter templates for these place holder fields (or Mail Merge Fields) and replaces them with the mail … [Read more...]

Task Manager

Task Manager is where you will create, organize and see all tasks.  Tasks are events that you create in the system to remind yourself what you need to do in the future.  Three things are needed to create a task... Task Item Lead Person to do … [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...]

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...]

Importing-Excel

The quickest way to import a list of leads is to have them in an excel file and use SI Lead Manager's Import feature.  The import feature supports Excel 2003 (.xls) and Excel 2007-2010 (xlsx) file types. What's Below Opening Import … [Read more...]

Add New Lead

The Add New Lead form is a quick and simple way to enter a new lead into SI Lead Manager.  It is a one page form that just requires that basic lead information.  You'll be asked to enter the leads name, property address and mailing address.  All … [Read more...]

Leads Manager

The Leads Manager area of SI Lead Manager is your hub to all things leads.  This is where you go to find, edit, delete, status and anything else you want to do to a lead.  It is designed so that you can filter the information in almost every way … [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+