LeadMaster Support Library

tutorials & documentation

This document address appending comments to existing records. Appending means you are adding new data to existing records. If you would like to replace existing data you’ll want to use the File Update feature.

Append Records

This document address the four different levels of lead assignment within the application. Group/Org, Account Manager, Partner and Partner Rep.

Assignments Tables

This document address the most common Browser and Display issues such as: Multiple session, Pop-Up blockers, Can’t see search buttons, Use of the browser back button, Caching, Uploaded images not being displayed and the ‘Next’ button not displayed when importing files.

Common Browser and Display Problems

This document address how to send a CRM Sync Technical Support request.

CRM Sync Tech Support

This document discusses LeadMaster application’s ability to support multiple currencies for a workgroup.

Currency Support Feature

This document addresses the Custom Label feature with the application and how to utilize it. Located at Administration > Customize Labels. ONLY available for users with this permission.

Custom Labels

Custom Form to Web Form Mapping provides the ability to map a client’s existing web form to a Custom Form.

Client web form to Custom Form mapping

This document addresses the functionality and use of the Daily Email Notifications. Located at Administration > Email Notification Content > ‘Type’ = Daily Email Notification Content. ONLY available for users with the appropriate permissions

Daily Email Notification Content

This document address not being able to download on Windows XP SP2 and Removing Duplicated during Downloads. ONLY available for users with the appropriate download permissions.

Download Issues

This document addresses: Users not receiving emails sent within the application, email bounces, Email notifications being sent from non-client address, User’s not receiving emails (daily, express or emailed reports) and ‘White Listing’.

Email Issues

This document addresses the what and how of the LeadMaster Email Marketing feature (email blasts)

Email Marketing Feature

This document addresses Common Browser Encoding Issues and the most common way(s) of dealing with them.

Encoding Issues

This document address the most common import file issues. How to properly clean a file prior to import. If you don’t have the time or resources to do the data scrubbing yourself there are many companies who provide this service for a fee – two that we’ve used are winpure.com and helpit.com.

File Cleaning

Don’t know what your computer is telling your? Try this document for turning OFF friendly error messages. This will help diagnose issues.

Friendly Errors

This document will provide you step by step instructions for how to set a user’s logon to a specific Custom Label set for a specific workgroup. (provided they have access to multiple workgroups). Requires Logon Management permission.

How to set a Custom Label set for a user’s logon

This document will provide you step by step instructions for importing a batch of logons.

Importing Logons

Lead-Xpress administration reference guide. Lead-Xpress allows the user to update LeadMaster from either an email or a link. The link is active as long as the user is listed in either the account manager or partner rep tables.

Lead-Xpress Administration Guide

Lead-Xpress user guide covers how to work the with request update to records email and completing the web form.

Lead-Xpress Sales Rep Quickstart & Reference Guide

Administration reference guide.

LeadMaster Administration Guide

User reference guide.

LeadMaster Quick Reference Guide V5.11

Quick Start Guide for Sales Reps and Account Managers

LeadMaster Quick Start Guide for Sales Reps & Account Managers

This release document includes the following features/functions: Merge Records, Share Records, Workgroup Shortcuts, Workgroup Searches, Workgroup Dashboards, Security Updates.

LeadMaster Release Notes 2/2-09

This document addresses the what/how of Logon Management. Located at Administration > Logon Management. ONLY available for users with the appropriate permissions.

Logon Management

This document addresses the what/how of Managing Custom Forms. Located at Administration > Custom Forms. ONLY available for users with the appropriate permissions.

Manage Custom Forms

This document addresses the what/how of Managing Reference Tables. Located at Administration > Reference Tables. ONLY available for users with the appropriate permissions.

Manage Reference Tables

This document addressed the what/how of Managing Workgroups. Located at Administration > Manage Workgroups. ONLY available for users with the appropriat permissions

Manage Workgroups

Offline component is installed but not displaying in Outlook

Offline Component Troubleshooting

This document addresses the use of Pop-up Blockers.

Pop-up Blockers

This document addressed the what/how of the Report Wizard. Located at Reports > Report Wizard . ONLY available for users with the appropriat permissions

Report Wizard

This document provides instruction on how to take ‘Screen Shots’ that you may need to send to support.

Screen Shots

List of all SIC codes

SIC List

Are you seeing slow response times? This document provides instruction on how to run the Ping and Tracert reports that you will need to send to support to help diagnose your problem.

Slow Reponse Times

Are you being ‘Timed Out’ of the application? This document address some of these ‘Time Out’ and browser issues

Timeout or Date formatting errors

LeadMaster Tutorial Library

Instructions for sending individual contacts and call backs to ACT

Instructions for downloading records from LeadMaster

Downloading

File Update Maintenance – required advanced administrative privileges.

FUM-Classic-UI

Update Append

Instructions for adding additional contacts to LeadMaster.

Importing

Instructions for using LeadMaster for mail merge.

Mail Merge

Instructions for adding opportunities to existing records.

Opportunity Load

Instructions for sharing LeadMaster contacts with Outlook.

Outlook- Sharing

Instructions for exporting Outlook contacts so they can be imported to LeadMaster.

Outlook – Exporting

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