Orientation Videos

• Why Choose LeadMaster
• A Quick Overview of LeadMaster
• LeadMaster on an iPhone
• CRM-Xpress, the Super Simple CRM

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

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

Identifying Website Visitors

• Lead-Xtreme Introduction
• Lead-Xtreme In-Depth
• Lead-Xtreme Form Captures

Reports

• Standard Reports
• Custom Reports
• Report Subscriptions
• Email Campaign Reports
• Advanced Reporting / Xtreme-Reports
• Activity Hub Report / Simplified
• Activity Hub Report / Advanced

The Main Menu

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

Calendar

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

Managing the Home Page

• Managing the Info Center
• Managing Dashboards
• Quick Search

Home Page Productivity Tools

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

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

Smart Queue for Faster / More Productive Calling

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

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

Lead Nurturing

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

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

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

Telephone Integration

• ConnectLeader Dialer Integration
• 3CLogic Cloud Call Center
• 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

Case Management

• Case Management
• Configuring a Customer Support Solution

Campaign Management

• Campaign Management

Opportunities & Quotes

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

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
• Integrating a Website / Landing Pages
• DocuSign 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

• 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

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

Searching

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

Migrating to Leadmaster

• Moving from Salesforce to LeadMaster

Administration

• LeadMaster Hierarchy Part 1
• LeadMaster Hierarchy Part 2
• Using Security Templates to Manage Logon Privileges

Exporting Data from LeadMaster

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

Demonstration Webinars

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