LeadMaster Knowledgebase - 800-699-4164
Search:     Advanced search
Browse by category:
Knowledgebase | News | Downloads | Ask a Question | LeadMaster |

Sub Categories
 
folder API (2)
folder Workflow (5)
folder Landing Pages (3)
folder Calendar (12)
folder Reports & Charts (7)
folder Smart Queue (10)
folder VOIP Integration (7)
VOIP Integration
folder Task Manager (1)
folder Opportunities (10)
folder Google Calendar Sync (3)
folder Quotes
folder Lead-Xtreme (4)
folder Importing (8)
folder FUM (5)
folder 2012 New User Interface Release (38)
Q&A on the new user interface
folder Original User Interface (39)
folder Lead-Xpress (1)
folder Administration (46)
This is for questions regarding the administration of logons/workgroups within the LM application
folder Email (31)
folder Workflow and Automation Examples (5)
Here you will find Examples of Workflows that you can use as a template for creating your own workflows.
folder Outlook Sync (20)


Showing: 1-8 of 8  
Articles
 
document How to Append the Account Manager
First, make sure that you've added the Account Manager as an available import field - the field name is EE_REP When you do the Append use the Account Manager ID, not the name.
06 Sep, 2016 Views: 0
document De-duplication feature when adding Records via Parse, Landing Page and HTTP Post
The de-duplication feature only works when mapping DIRECTLY to demographic fields and will not work if mapping to custom form fields. Scenario 1 - New Records with matching First, Last and Email will still be added De-dupe feature enabled and set to "Skip", using First, Last and Email...
07 Oct, 2016 Views: 0
document Activity Hub Report
Activity Hub is a report that shows you all the activities inside your database. There are two versions of this report: 1. Activity Hub Streamlined - Is found in My Search in the homepage accordion. Here's the available filter for the Activity Hub Streamlined Here's the video...
28 Oct, 2016 Views: 0
document Left Menu Options - Home Page Accordion / Calendar / Company - Contact Snapshot
...
03 Jan, 2017 Views: 0
document ZIP Logic and relation to Workflow Automation
Setup ZIP logic Setting up ZIP logic is a prerequisite for ZIP assignments in order for the workflow to manage assignment of records. This can be found under Main Admin Menu, then under Automated Record Assignments, select ZIP Assignments. 1. Add logic i. Logic name > Submit ii. Select...
25 Sep, 2017 Views: 0
document Displaying the Charts for Sales Stage and Lead Status
LeadMaster has a feature to display the Charts on how long a record has been set on a specified status  for both the Sales Stage and Lead Status directly from inside the record itself. (Only available in APP4)     To turn this feature ON, below are the...
01 Aug, 2018 Views: 0
document User Types
LeadMaster User Types: Administrator – a user who manages logons and workgroup configuration Global User – a user who has access to all records in a workgroup without being restricted based on assignment of the record. Organization – typically a sales or marketing manager ...
03 Sep, 2018 Views: 0
document How does the Check for Match/Find Match feature work?
How does the Check for Match/Find Match feature work? The Check for Match function respects both the hierarchy and internal security - it is designed to prevent duplicate records within the Workgroup. HIERARCHY If users are set up as Account Managers and Partner Reps in the Hierarchy and...
19 Feb, 2019 Views: 0