SI Lead Manager v7

Schedule Mailings in Seconds!I Want SI Lead Manager v7

Task Calendar

The Calendar is just another way to view all of your scheduled tasks.  The great part about the calendar view is that you can see all the way down to the hour but also expand the view and see a complete monthly calendar. The Calendar view's … [Read more...]

Task Property Form

The Task Property form is where you will find all the information you need about a selected task.  It is also where you will go when creating a new task.  The directions below will walk you through how the form works. Filling Out Task Property … [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...]