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help videos
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LeadMaster Training and ‘How To’ Videos
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Orientation Videos
- Why Choose LeadMaster
- A Quick Overview of LeadMaster
- LeadMaster Pro User Guide
- LeadMaster on an iPhone
- CRM-Xpress, the Super Simple CRM
- What’s New in APP4
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Lead-Xpress
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Proposal Generator
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Getting Data into LeadMaster
- How To Add Contacts Individually
- How To Clean Data Before Importing
- Importing Contacts into LeadMaster
- Preparing Data for Import into a Single-Select
- Preparing Data for Import into a Multi-Select Part 1
- Preparing Data for Import into a Multi-Select Part 2
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Working with Contacts & Companies
- An In-Depth Look at the Sales Update Page
- Record Locking so Two People Can’t Edit the Same Record at the Same Time
- Managing Duplicate Records
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Website Integration
- Integrating a Website / Landing Pages
- Lead-Xtreme Introduction
- Lead-Xtreme In-Depth
- Lead-Xtreme Form Captures
- Gravity Forms Instructions
- Gravity Forms Plugin (zip file)
- Contact Form 7 Instructions
- Contact Form 7 Plugin (zip file)
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Reports
- Standard Reports
- Custom Reports
- Report Subscriptions
- Email Marketing, Lead Nurturing & Sent Email Reporting
- Advanced Reporting / Xtreme-Reports
- Activity Hub Report / Simplified
- Activity Hub Report / Advanced
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The Main Menu
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Calendar
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Managing the Home Page
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Home Page Productivity Tools
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Creating Account Managers & Assigning Records
- How to Create a Logon for a Sales Rep & Assign Leads, Also How to Replace a Sales Rep & Re-assign the Leads
- Assigning Accounts/Leads via Round Robin
- Shark Tank – Creating a Pool of Unassigned Leads for Reps to Claim
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Smart Queue for Faster / More Productive Calling
- Introduction to the Smart Queue
- Configuring a Smart Queue
- Smart Queue & Workflow – Quick Actions
- Smart Queue Reporting
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Lead Nurturing
- What is Lead Nurturing & Adding Contacts
- Creating & Editing Lead Nurturing Campaigns
- Managing Lead Nurturing Campaigns
- Lead Nurturing Training Manual
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Landing Pages
- Creating Landing & Response Pages
- Map Web Forms to Custom Forms
- Creating Surveys Using Custom Forms and Landing Pages
- Editing Landing Page Templates – Form Fields, Images, Text & Links
- Sending Form Data to LeadMaster from WordPress
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- How to Verify Your Email Address
- Email Marketing – A Step-by-Step Guide
- Reviewing Email History for a Contact
- Using LeadMaster Studio
- Using the Email Editor & Email Templates
- Using Global Email Templates & Changing Colors
- Importing Email Templates
- Background Color in Email Templates
- Email Templates for Tablets & Phones
- Sending Email from Search Results
- Email Campaign Reports
- Notification on Email Open / Click
- Tracking Emails Using Marketing Activities
- Searching for Bad Emails
- Searching for Contacts with Opened / Unopened Emails
- Creating a Document to Send Via Email using Merge Document
- Using Mail Manager to Access Your Email
- Logging Email in LeadMaster without Outlook
- Using an Alternate Email Server
- Email Marketing Training Manual
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Telephone Integration
- Ring Central Screen Pop Integration
- Click-to-Call with Ooma Office
- Click-to-Call with Nextiva
- Click-to-Call with Bria Soft Phone
- Click-to-Call with Vonage
- Click-to-Call with Skype
- Click-to-Call with a Browser Plug-in
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Surveys
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Case Management
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Campaign Management
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Opportunities & Quotes
- Managing Sales Deals / Opportunities
- Creating Sales Quotes
- Customizing the Quote Template
- Customizing Quote Fields & Reference Tables
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Integration with other Systems
- Integrating LeadMaster with other Cloud
Applications using PieSync - Integrating LeadMaster with Facebook Using Zapier
- Integrating LeadMaster with Google Forms Using Zapier
- Parsing Emails in LeadMaster Using Zapier
- Chrome Gmail Plugin
- Outlook – Calendar, Contacts & Email
- Outlook Sync Extension
- DocuSign Integration
- Woo Commerce Integration
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Quick Actions for Automating Tasks
- How to Create Quick Actions – Creating a Callback
- Quick Action to Send an Intro Email
- Quick Action to Claim an Unassigned Lead
- Quick Actions & the Smart Queue
Marketing Automation & Workflow
- Creating an Auto-Responder
- Map Web Forms to Custom Forms
- Sending Text Messages to Reps & Managers
- Sending SMS Text Messages to Contacts
- Tracking Dates Fields are Updated
- Track Call Attempt Date and Count
- Marketing Automation and Workflow Training Manual
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Customizing the System
- Adding Custom Fields
- Custom Forms Part 1
- Custom Forms Part 2
- Custom Forms Profile Fields
- Syncing Custom Form Fields to DB Fields
- Customizing Fields & Pages
- The Custom Form Journal Field
- Weblinks
- Editing Reference Tables – drop downs, checkboxes & radio buttons
- Customizing the Header in Search Results and Accounts
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Searching
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Migrating to Leadmaster
Administration
- LeadMaster Hierarchy Part 1
- LeadMaster Hierarchy Part 2
- Using Security Templates to Manage Logon Privileges
- Logon Management & Hierarchy
Exporting Data from LeadMaster
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Demonstration Webinars
- Email Marketing & Landing Pages
- Smart Queue
- Sales Opportunities / Pipeline & Quota Management
- Advanced Reporting
- Acme Case Study
- 4 VOIP Integrations
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