SI Lead Manager v7

Schedule Mailings in Seconds!I Want SI Lead Manager v7

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...]

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...]

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...]

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