help videos
LeadMaster Training and ‘How To’ Videos
Working with Contacts & Companies
The Main Menu
Managing the Home Page
Home Page Productivity Tools
Smart Queue for Faster / More Productive Calling
- 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
Case Management
Campaign Management
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
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
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
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