SI Lead Manager v7

Schedule Mailings in Seconds!I Want SI Lead Manager v7

Assign Tag To Lead

In order to take advantage of the organizational system in SI Lead Manager you must place Tags on Leads.  You can be as broad as you want or as narrow as you want when picking which tags to place on which leads.   You can tag leads when you first add … [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...]

Reporting: Leads

Leads reports have to do with all things Leads.  Take a look at what percentage of leads in your system are deals, that you are talking to or have been closed.  Also see a list of who has recently responded and more... Reports Status … [Read more...]

Lead Selection Window

In certain areas of SI Lead Manager you will be asked to select a lead.  The Lead Selection Window will then be displayed. What's Below Legend Step #1: Select Field Step #2: Enter Search Value Step #3: View Search Results Step #4: … [Read more...]

Create Task Using Leads Manager

Creating a new Task when in the Leads Manager area of SI Lead Manager allows you to pre-select the lead you want to create the task for.   You can do this in one of two ways.... Option #1:  Right Click Method Right click on the lead you wish to … [Read more...]

Task Manager

Task Manager is where you will create, organize and see all tasks.  Tasks are events that you create in the system to remind yourself what you need to do in the future.  Three things are needed to create a task... Task Item Lead Person to do … [Read more...]

Advanced Search

Sometimes the quick search isn't enough and you really need to search on a couple of fields in order to find the lead or handful of leads that you desire.   SI Lead Manager has an Advanced Search that you can access by clicking on the Advanced link … [Read more...]

Quick Search

To quickly search for a specific lead you may enter into this area any information you know about the lead to find them.  It’s a search all field and searches ALL leads in the database regardless of the filters you have set. It searches the … [Read more...]

Create New Mailing From Leads Manager

Creating a new mailing through leads manager provides a more flexible way to select the precise leads you want to target.   You will be able to use the features of the Leads Manager form to filter the leads and then select specific leads to create … [Read more...]

Main Form

The Main form is where everything starts and ends.  You'll enter into each of the SI Lead Manager functions by clicking on the appropriate menu item.  Each menu item has a top item which when click will display, in a drop down style, it's selections … [Read more...]

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