SI Lead Manager v7

Schedule Mailings in Seconds!I Want SI Lead Manager v7

Assign Tag To Lead

In order to take advantage of the organizational system in SI Lead Manager you must place Tags on Leads.  You can be as broad as you want or as narrow as you want when picking which tags to place on which leads.   You can tag leads when you first add … [Read more...]

Lead Selection Window

In certain areas of SI Lead Manager you will be asked to select a lead.  The Lead Selection Window will then be displayed. What's Below Legend Step #1: Select Field Step #2: Enter Search Value Step #3: View Search Results Step #4: … [Read more...]

Create Task Using Leads Manager

Creating a new Task when in the Leads Manager area of SI Lead Manager allows you to pre-select the lead you want to create the task for.   You can do this in one of two ways.... Option #1:  Right Click Method Right click on the lead you wish to … [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...]

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...]

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