SI Lead Manager v7

Schedule Mailings in Seconds!I Want SI Lead Manager v7

Users – How To Delete a User

Version of SILM 7.0 and higher About This video shows how to delete a user account more... Every time a record in SI Lead Manager v7 is modified or added, the user who did the action gets recorded along side the record.  The User Id is saved … [Read more...]

Users – How to Add a New User Account

Version of SILM 7.0 and higher About This video shows how to add a new user account more... You can have multiple users in SI Lead Manager v7.  This comes in handy if you have multiple people on an inter-office network where you can share an … [Read more...]

Tags – How to Delete a Tag

Version of SILM 7.0 and higher About This video shows how to delete a Tag more... You can only delete a Non-System Tag.  System tags are used by the system and must not change or it will adversely affect the operation of the … [Read more...]

Settings – How to Edit your Email Settings

Version of SILM 7.0 and higher About This video shows how to edit the email settings that you entered into the system during the initial setup process. more... The email settings are used by SI Lead Manager v7 to send and receive emails.  It … [Read more...]

Property Leads – How to Import a CSV File

Version of SILM 7.0 and higher About This video shows how to import a CSV File more... If you have many Property Leads in a spreadsheet that isn't Microsoft Excel, you should be able to save it as a Comma Separated Values (CSV) file and … [Read more...]

Campaigns – How to Pause a Campaign

Version of SILM 7.0 and higher About This video shows how to Pause a campaign more... You would want to pause a campaign if you are falling behind your schedule mailings.  This makes sure that your schedule is not filled with past due … [Read more...]

Dashboard – Overview

Version of SILM 7.0 and higher About This video shows a general overview of the Dashboard Tab more... The purpose of the dashboard is to show you the information you most need on a quick glance.  There are 3 main functions of the … [Read more...]

Campaigns – How to Mark a Mailing as “Mailed”

Version of SILM 7.0 and higher About This video shows how to set a campaign mailing as "Mailed" more... There are three stages to a campaign mailing.. Pending - A mailing that is scheduled and has yet to be printed or mailed.  This is the … [Read more...]

Users – How to Edit a User Account

Version of SILM 7.0 and higher About This video shows how to edit a user account more... The available fields for a user are... First Name - Enter what ever you like. This field is Required Last Name - Enter what ever you like.  This … [Read more...]

Buyers – How to Delete a Buyer

Version of SILM 7.0 and higher About This video shows how to Delete a Buyer Lead from the system more... You can delete a buyer at any time.  However I recommend changing their status to InActive instead.  This way you maintain them in your … [Read more...]

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