SI Lead Manager v7

Schedule Mailings in Seconds!I Want SI Lead Manager v7

Create Tag

You can create a new tag in any Tag Group/Category you like, but most of the time you will want to create a General type tag.  Follow the steps below to add a new tag... *Note - You may also create new tags from the Add New Lead interface as well … [Read more...]

Tag Manager

Tag Manager is where you go to manage all the tags in the system.   There are many types of tags, from Lead Type tags to general tags, System tags to Lead Source tags.  It all can get very confusing unless you consider them all as ways to describe a … [Read more...]

Create Custom Field

You can create up to 30 custom fields.  These fields can be used for any type of information from docket numbers to attorney information.   Here are the steps to follow when creating a new custom field... Step #1:  Open up Fields Manager Under … [Read more...]