help-videos00

[vc_row full_width=”stretch_row_content_no_spaces” css=”.vc_custom_1564894442281{background-image: url(https://www.leadmaster.com/wp-content/uploads/2019/08/help_video_banner.jpg?id=34307) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_column][gem_divider margin_top=”50″][vc_column_text]

help videos

[/vc_column_text][gem_divider margin_bottom=”50″][/vc_column][/vc_row][vc_row][vc_column][vc_column_text]

LeadMaster Training and ‘How To’ Videos

[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width=”1/3″ el_class=”box effect7″][vc_column_text css=”.vc_custom_1600963912264{margin-top: 10px !important;}”]

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 

[/vc_column_text][/vc_column][vc_column width=”1/3″ el_class=”box effect7″ css=”.vc_custom_1562865706073{margin-left: 10px !important;}”][vc_column_text css=”.vc_custom_1562871174461{margin-top: 10px !important;padding-left: 10px !important;}”]

Lead-Xpress

• What is Lead-Xpress
• Configuring LeadMaster for Lead-Xpress
• Using Lead-Xpress
• Lead-Xpress & Automation

[/vc_column_text][vc_column_text]

Proposal Generator

• Proposal Generator – Demonstration & Configuration Instructions

[/vc_column_text][/vc_column][vc_column width=”1/3″ el_class=”box effect7″][vc_column_text css=”.vc_custom_1562871182037{margin-top: 10px !important;padding-left: 10px !important;}”]

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

[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][gem_divider margin_top=”20″][/vc_column][/vc_row][vc_row][vc_column width=”1/3″ el_class=”box effect7″][vc_column_text css=”.vc_custom_1562871190833{margin-top: 10px !important;}”]

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

[/vc_column_text][/vc_column][vc_column width=”1/3″ el_class=”box effect7″][vc_column_text css=”.vc_custom_1605276018576{margin-top: 10px !important;padding-left: 10px !important;}”]

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)

[/vc_column_text][/vc_column][vc_column width=”1/3″ el_class=”box effect7″][vc_column_text css=”.vc_custom_1595772928850{margin-top: 10px !important;padding-left: 10px !important;}”]

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

[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][gem_divider margin_top=”20″][/vc_column][/vc_row][vc_row][vc_column width=”1/3″ el_class=”box effect7″][vc_column_text css=”.vc_custom_1562871250016{margin-top: 10px !important;}”]

The Main Menu

• Accounts
• Contacts
• Reports
• Library
• Add New Records
• Campaigns
• Calendar Introduction

[/vc_column_text][/vc_column][vc_column width=”1/3″ el_class=”box effect7″][vc_column_text css=”.vc_custom_1562871264755{margin-top: 10px !important;padding-left: 10px !important;}”]

Calendar

• Calendar Introduction
• Synchronizing LeadMaster & Google Calendars
• My Calls & Tasks

[/vc_column_text][/vc_column][vc_column width=”1/3″ el_class=”box effect7″][vc_column_text css=”.vc_custom_1562871281718{margin-top: 10px !important;padding-left: 10px !important;}”]

Managing the Home Page

• Managing the Info Center
• Managing Dashboards
• Quick Search

[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][gem_divider margin_top=”20″][/vc_column][/vc_row][vc_row][vc_column width=”1/3″ el_class=”box effect7″][vc_column_text css=”.vc_custom_1562871374734{margin-top: 10px !important;}”]

Home Page Productivity Tools

• My Calls & Tasks
• Lead Center
• My Searches
• My Reports & Charts
• Recent Items
• My Cases
• My Smart Queue

[/vc_column_text][vc_column_text css=”.vc_custom_1562871472309{margin-top: 10px !important;}”]

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

[/vc_column_text][vc_column_text css=”.vc_custom_1562871597660{margin-top: 10px !important;}”]

Smart Queue for Faster / More Productive Calling

• Introduction to the Smart Queue
• Configuring a Smart Queue
• Smart Queue & Workflow – Quick Actions
• Smart Queue Reporting

[/vc_column_text][/vc_column][vc_column width=”1/3″ el_class=”box effect7″][vc_column_text css=”.vc_custom_1595864611044{margin-top: 10px !important;padding-left: 10px !important;}”]

Lead Nurturing

• What is Lead Nurturing & Adding Contacts
• Creating & Editing Lead Nurturing Campaigns
• Managing Lead Nurturing Campaigns
• Lead Nurturing Training Manual 

[/vc_column_text][vc_column_text css=”.vc_custom_1562871623041{margin-top: 10px !important;padding-left: 10px !important;}”]

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

[/vc_column_text][/vc_column][vc_column width=”1/3″ el_class=”box effect7″][vc_column_text css=”.vc_custom_1595867325289{margin-top: 10px !important;padding-left: 10px !important;}”]

Email

• 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 

[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][gem_divider margin_top=”20″][/vc_column][/vc_row][vc_row][vc_column width=”1/3″ el_class=”box effect7″][vc_column_text css=”.vc_custom_1619439197934{margin-top: 10px !important;}”]

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

[/vc_column_text][vc_column_text css=”.vc_custom_1595864634362{margin-top: 10px !important;}”]

Surveys

• Survey Training Manual 

[/vc_column_text][/vc_column][vc_column width=”1/3″ el_class=”box effect7″][vc_column_text css=”.vc_custom_1562871769204{margin-top: 10px !important;padding-left: 10px !important;}”]

Case Management

• Case Management
• Configuring a Customer Support Solution

[/vc_column_text][vc_column_text css=”.vc_custom_1562871799436{margin-top: 10px !important;padding-left: 10px !important;}”]

Campaign Management

• Campaign Management

[/vc_column_text][vc_column_text css=”.vc_custom_1562871887567{margin-top: 10px !important;padding-left: 10px !important;}”]

Opportunities & Quotes

• Managing Sales Deals / Opportunities
• Creating Sales Quotes
• Customizing the Quote Template
• Customizing Quote Fields & Reference Tables

[/vc_column_text][/vc_column][vc_column width=”1/3″ el_class=”box effect7″][vc_column_text css=”.vc_custom_1610724670339{margin-top: 10px !important;padding-left: 10px !important;}”]

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

[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][gem_divider margin_top=”20″][/vc_column][/vc_row][vc_row][vc_column width=”1/3″ el_class=”box effect7″][vc_column_text css=”.vc_custom_1597953597066{margin-top: 10px !important;}”]

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 

[/vc_column_text][/vc_column][vc_column width=”1/3″ el_class=”box effect7″][vc_column_text css=”.vc_custom_1562872005210{margin-top: 10px !important;padding-left: 10px !important;}”]

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

[/vc_column_text][/vc_column][vc_column width=”1/3″ el_class=”box effect7″][vc_column_text css=”.vc_custom_1577825876811{margin-top: 10px !important;padding-left: 10px !important;}”]

Searching

• Quick Search
• Find Match
• My Searches
• Managing Saved Searches

[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][gem_divider margin_top=”20″][/vc_column][/vc_row][vc_row][vc_column width=”1/3″ el_class=”box effect7″][vc_column_text css=”.vc_custom_1596220345690{margin-top: 10px !important;}”]

Migrating to Leadmaster

• Moving from Salesforce 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

• How to Download Companies & Contacts
• How to Download Opportunities

[/vc_column_text][/vc_column][vc_column width=”1/3″ el_class=”box effect7″][vc_column_text css=”.vc_custom_1577825971646{margin-top: 10px !important;padding-left: 10px !important;}”]

Demonstration Webinars

• Email Marketing & Landing Pages
• Smart Queue
• Sales Opportunities / Pipeline & Quota Management
• Advanced Reporting
• Acme Case Study
• 4 VOIP Integrations

[/vc_column_text][/vc_column][/vc_row][vc_row full_width=”stretch_row_content_no_spaces” css=”.vc_custom_1562872442456{margin-bottom: -20px !important;background-image: url(https://www.leadmaster.com/wp-content/uploads/2019/06/all_button_bg.jpg?id=32778) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_column][gem_divider margin_top=”50″][vc_row_inner gap=”25″][vc_column_inner width=”1/2″][gem_button position=”right” size=”medium” corner=”20″ icon_pack=”elegant” text=”Get a Free 30-Day Trial” text_color=”#ffffff” hover_text_color=”#ffffff” background_color=”#fa2a57″ hover_background_color=”#cd2348″ link=”url:https%3A%2F%2Fwww.leadmaster.com%2F30-day-trial%2F|||”][/vc_column_inner][vc_column_inner width=”1/2″][gem_button position=”left” size=”medium” corner=”20″ icon_pack=”elegant” text=”Contact LeadMaster” text_color=”#ffffff” hover_text_color=”#ffffff” background_color=”#fa2a57″ hover_background_color=”#cd2348″ link=”url:https%3A%2F%2Fwww.leadmaster.com%2Fcontact-leadmaster%2F|||”][/vc_column_inner][/vc_row_inner][gem_divider margin_bottom=”50″][/vc_column][/vc_row]