SI Lead Manager v7

Schedule Mailings in Seconds!I Want SI Lead Manager v7

Create New Task

You can create a new task in 3 ways while within SI Lead Manager Step #1:  Click Create New Task... Option #1:  See Creating Task Using Leads Manager Option #2:  Create Task From Tasks Menu Under Tasks menu item click Create New … [Read more...]

Task Property Form

The Task Property form is where you will find all the information you need about a selected task.  It is also where you will go when creating a new task.  The directions below will walk you through how the form works. Filling Out Task Property … [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...]

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...]