SI Lead Manager v7

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Create Custom Field

You can create up to 30 custom fields.  These fields can be used for any type of information from docket numbers to attorney information.   Here are the steps to follow when creating a new custom field... Step #1:  Open up Fields Manager Under … [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...]

Add New Lead

The Add New Lead form is a quick and simple way to enter a new lead into SI Lead Manager.  It is a one page form that just requires that basic lead information.  You'll be asked to enter the leads name, property address and mailing address.  All … [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...]

Tag Filtering

One of the most powerful and flexible aspects of SI Lead Manager - Beta 6 is the ability to filter what leads you see by Tags.  Tags are used as a way to describe a lead and can be assigned to a lead when importing them into the system or … [Read more...]

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