help videos
LeadMaster Training and ‘How To’ Videos
Identifying Website Visitors
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
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
- 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
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
- How to Exclude Items from Search Results
- Using marketing activities to mark records so they can be searched with a contact search – in this example we are searching for bad emails
- Using marketing activities to combine search results – in this example we are combining search results into a list of 5,000 contacts for an email marketing campaign.
Migrating to Leadmaster
Administration
- LeadMaster Hierarchy Part 1
- LeadMaster Hierarchy Part 2
- Using Security Templates to Manage Logon Privileges
Exporting Data from LeadMaster
Demonstration Webinars
- Email Marketing & Landing Pages – Feb 2015
- Smart Queue – Mar 2015
- Sales Opportunities / Pipeline & Quota Management – May 2015
- What’s New in LeadMaster – Nov 2014
- What’s New in LeadMaster – Jan 2015
- What’s New in LeadMaster – Mar 2015
- What’s New in LeadMaster – Sept 2015
- What’s New in LeadMaster – Nov 2015
- Advanced Reporting – Mar 2016
- What’s New in LeadMaster – July 2016
- What’s New in LeadMaster – Sept 2016
- Acme Case Study – Dec 2016
- 4 VOIP Integrations – July 2017