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...]

Contract Templates

Si Lead Manager comes with over 50 useful documents and contracts  (Courtesy of J.P. Moses) that you can freely use.  As always though, get any legal contract looked over by your lawyer to make sure it applies to your state laws.  As well as the … [Read more...]

Envelope Templates

Envelope Templates are Envelopes created in Microsoft Word (2003-2012) that include place holders.  When printing Envelopes, SI Lead Manager scans the Envelope templates for these place holder fields (or Mail Merge Fields) and replaces them with the … [Read more...]

Letter Templates

Letter Templates are letters created in Microsoft Word (2003-2012) that include place holders.  When printing letters, SI Lead Manager scans the letter templates for these place holder fields (or Mail Merge Fields) and replaces them with the mail … [Read more...]

Task Property Form

The Task Property form is where you will find all the information you need about a selected task.  It is also where you will go when creating a new task.  The directions below will walk you through how the form works. Filling Out Task Property … [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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