SI Lead Manager v7

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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...]

Custom Fields Manager

Custom Fields Manager is where you go to create, modify and remove Custom Fields in the system.  SI Lead Manager provides the capability to create up to 30 custom fields for storing extra information related to a lead that is not provided by … [Read more...]

Task Items

Task Items are not the actual tasks, but your task choices when creating a new Task in the system.   SI Lead Manager is preloaded with a handful of Task Items already, but you are able to add addition items as you need them. What's … [Read more...]

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