SI Lead Manager v7

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Reporting – How to Edit a Report

Version of SILM 7.0 and higher About This video will show you how to make changes to an existing report. more... You may modify any of the report templates at any time by using the report designer. You may not modify the Data Sources once … [Read more...]

Reporting – How to Edit a Report’s Properties

Version of SILM 7.0 and higher About This video will show you how to Edit a reports properties. more... Report properties are how you tell SI Lead Manager about what the report is.  These properties are... Name - Simply the name of the … [Read more...]

Reporting – Overview of Reporting Tab

Version of SILM 7.0 and higher About This video will show you an overview of the Reporting Tab, explaining each area and how to use it. more... There are 3 main parts to the reporting tab that will help you manage your reports The Grid – … [Read more...]

Campaigns – How to Create a Letter Template

Version of SILM 7.0 and higher About This video will show you how to create a Letter Template to use in a Campaign Template. more... At lead one Letter Template is required in order to create a Campaign Template. Within each letter … [Read more...]

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