SI Lead Manager v7

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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 Items

Task Items are not the actual tasks, but your task choices when creating a new Task in the system.   SI Lead Manager is preloaded with a handful of Task Items already, but you are able to add addition items as you need them. What's … [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...]

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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