SI Lead Manager v7

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Settings – Overview

Version of SILM

7.0 and higher

About

This is a video showing an overview of the Settings Tab

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The Settings Tab is where you will be able to manage all the system level items.

Users – Manage system users here

Custom Fields – Manage all your custom fields

Email Settings – Manage your email settings that the system uses to send and receive emails on your behalf

Company Information – Manage your general company information

Tags – Manage all the system and non-system Tags that the system uses to categorize leads.

How To Video

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