SI Lead Manager v7

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Tags – Overview of Tag Settings

Version of SILM 7.0 and higher About This video walks you through the Tag Settings area in the Settings Tab more... Menu Buttons New Tag - adds a new Tag View - Use to filter what you see in the Tags Grid Action - Use to perform … [Read more...]

Tasks – How to View Full Lead Information

Version of SILM 7.0 and higher About This video shows how to view the full lead information that a Task is assigned to. more... If a task has a specific lead assigned to it, you can view the full property info by right clicking and selecting … [Read more...]

Tags – How to Delete a Tag

Version of SILM 7.0 and higher About This video shows how to delete a Tag more... You can only delete a Non-System Tag.  System tags are used by the system and must not change or it will adversely affect the operation of the … [Read more...]

Property Leads – How to Add a Tag to a Lead

Version of SILM 7.0 and higher About This video shows how to add a tag to a specific property lead more... Adding Tags to a property lead is a great way to categorize and describe the type of lead it is.  By default all leads will be tagged … [Read more...]

Tags – How to Add a General Tag

Version of SILM 7.0 and higher About This video shows how to add a General Tag to the system using the Tag Settings area. more... General Tags are how tags used to describe and categorize Property Leads.  You typically ad these types of tags … [Read more...]

Tags – How to Change a Tag’s Name

Version of SILM 7.0 and higher About This video shows how to change the Name of an existing Tag more... You may only change the Name of Non-System Tags.  System tags are used by the system and must not change or it will adversely affect the … [Read more...]

Settings – Overview

Version of SILM 7.0 and higher About This is a video showing an overview of the Settings Tab more... The Settings Tab is where you will be able to manage all the system level items. Users - Manage system users here Custom Fields - … [Read more...]

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...]

Create Tag

You can create a new tag in any Tag Group/Category you like, but most of the time you will want to create a General type tag.  Follow the steps below to add a new tag... *Note - You may also create new tags from the Add New Lead interface as well … [Read more...]

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...]

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