SI Lead Manager v7

Schedule Mailings in Seconds!I Want SI Lead Manager v7

Reporting – How to Preview a Report

Version of SILM 7.0 and higher About This video will show you how to Preview/Print a report more... There are certain areas of SI Lead Manager where you can view specific reports (i.e. Property Lead Sheet).  However most reports you create … [Read more...]

Printing Letters and Envelopes

This help post will walk you through how to print letters and the matching envelopes for your mailing campaigns. The Campaign Manager contains three main lists of items... Scheduled Mailings: Mailings that are due to go out Printed Mailings: … [Read more...]

Create New Letter Template

A letter template is the basis for a direct mail letter.  When creating a campaign template you will assign a letter template to each mail sequence in the campaign.  Using predefined field markers (or merge fields) within a letter template will allow … [Read more...]

Campaign Templates

Campaign Templates can be considered a framework for a new mailing campaign.  If you are like me, most of your lists will be mailed out in the same pattern with ideally the same intervals.  As an example I send out my probates like this... First … [Read more...]

Campaign Manager

Campaign Manager is your Direct Mail hub.  You come here to see when all your mailings are scheduled to go out, which mailings are needed to be printed and which mailings are printed and waiting to be mailed. You can easily print letters and … [Read more...]