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document How to make mapped custom form fields hidden on the HTML Form
Here's how to make a mapped custom form field hidden on the HTML Form: 1. From the Main Admin Page > Go to the Custom Forms/Web Forms/Quotes Section > Create and Map HTML Forms to Custom Forms 2. Open/Edit your existing Web Form Template 3. Add the following css property to the mapped...
23 Jul, 2018 Views: 0
document Email Address Verification: Workgroup VS Personal Email Address
To be able to add a "Source" or "From" email address in LeadMaster's E-Marketing, users are required to authorize and verify their email addresses first. They can do this by going to the Main Admin page > Marketing / Email / Lead Nurturing Campaigns section > Email Address...
16 Feb, 2018 Views: 0
document Importing Responses for Custom Form Dependent Fields
Here's how to import responses for Custom Form dependent fields: From the Custom Forms page, click the Design option for the Form you want to edit. From the Section Options menu, select Import Responses Select the Single-select field you want to import the responses to Put a...
02 Feb, 2015 Views: 0
document Why are other users showing as grayed out in Logon Management page?
LeadMaster has a security feature wherein Users who do not have access to the same Workgroups will not be able to update the other user's logon privileges. We suggest the two users get on a GTM and review one by one the WG’s each of them has access to. The logon that is trying to make changes...
11 Dec, 2014 Views: 0
document Find help documentation - Where do I find on-line help documentation
You can find all kinds of on-line help at the main support page: http://www.leadmaster.com/LeadMaster-Support/LeadMaster-Support-index.asp In our blog here: http://blog.leadmaster.com/ or here in our knowledge base
19 Apr, 2012 Views: 0
document FAQ - Custom Forms - How do I import to multiple select fields on a custom form.
If a field in the app is a multiple select/checkbox and you want to import multiple responses the format for the corresponding import/fum file field data would be "value1,value2,value3" So a import/fum of two fields might look like:   Import: Name = Andy Who is your consultant =...
19 Apr, 2012 Views: 0
document What do I have to do to get a FREE trial of LeadMaster - Do I have to give Credit Card or Banking information? Pay for it up front then get reimbursed? Are their any strings involved? Do I have full functionality with a 30 day trial?
No.  You only need to go to: http://www.leadmaster.com/LeadMaster-Test-Drive/LeadMaster-Test-Drive-Signup/index.asp and fill out a brief form.  The information on this form will allow us to provide you with the most Industry appropriate system for your review.  You will have...
19 Apr, 2012 Views: 0
document Find help documentation - Where do I find additional on-line help documentation
You can find all kinds of on-line help at the main support page: http://www.leadmaster.com/LeadMaster-Support/LeadMaster-Support-index.asp In our blog here: http://blog.leadmaster.com/ or here in our knowledge base
19 Apr, 2012 Views: 0
document What do I have to do to get a FREE trial of LeadMaster - Do I have to give Credit Card or Banking information? Pay for it up front then get reimbursed? Are their any strings involved? Do I have full functionality with a 30 day trial?
No.  You only need to go to: http://www.leadmaster.com/LeadMaster-Test-Drive/LeadMaster-Test-Drive-Signup/index.asp and fill out a brief form.  The information on this form will allow us to provide you with the most Industry appropriate system for your review.  You will have...
19 Apr, 2012 Views: 0
document Can I access multiple workgroups at the same time?
While multiple workgroups can be accessed simultaneously, results are often unpredictable because of conflicting access rights, label sets, call stats, workflows, tasks, etc.  We recommend you do not access multiple workgroups simultaneously.
19 Apr, 2012 Views: 0

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