SI Lead Manager v7

Schedule Mailings in Seconds!I Want SI Lead Manager v7

Dashboard – Overview

Version of SILM

7.0 and higher

About

This video shows a general overview of the Dashboard Tab

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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 dashboard…

Newly Added Leads – See the leads that have been entered into the system over the past 7 days.

Hot Leads – See all leads that you have marked with a status of HOT.

Recently Viewed Leads – See all leads that you have viewed over the past 7 days.

Tasks – Shows the tasks that you have scheduled for current day.

Quick Launch Links – Links to quickly add new Property Leads, Buyers, Campaigns and Tasks

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