Searchable LeadMaster documentation, guides and articles to help you get set up quickly and successfully.



Here's all the information you'll need to get started.


LeadMaster CRMTool Sync for Outlook

DOWNLOAD DOCUMENTATION DOWNLOAD CRMTOOL PLUGIN Introduction The original plugin, LeadMaster’s CRMTool Sync allows the user to sync their calendar and...

Azure File Access

LeadMaster stores files (proposals, pictures, etc) in Azure. If you'd like access to all your files (download, backup etc) ask...

How to download Data in Custom Form fields in LeadMaster

Downloading Data in Custom Forms There are two ways to download custom form fields: 1. You can include the Custom...

The ‘Export Status’ & ‘Date Exported’ fields

There are two fields in the 'Sales Progress' area specifically designed to mark records as exported.  These fields are 'Export...

Find Match or Check for Match

The Find Match or Check for Match function is designed to prevent duplicate records within the Workgroup. It allows users...

Set Up A LeadMaster Account

New to LeadMaster? You are welcome to try LeadMaster for FREE. LeadMaster offers a no strings 14-day free trial. During...


What privilege should be turned on to allow the user to merge records?

What privilege should be turned on to allow the user to merge records?

Merge records is enabled by turning on Archive records in Logon Management.

I have forgotten my password. How do I find out what it is?

I have forgotten my password. How do I find out what it is?


  1. Go to the LeadMaster home page and click the Login button in the upper right hand corner.
  2. Click the ‘Sign in Help’ link below the submit button and you’ll have the option of requesting help with your password, user ID or general help.
If a user gets deactivated, what will happen to the callbacks and events assigned to him/her?

If a user gets deactivated, what will happen to the callbacks and events assigned to him/her?

The following features are linked to a user's logon:

  • Calendar/Items
  • Saved Searches
  • Personal Dashboard
  • User Settings

In the event that a user is deleted/deactivated, their assigned callbacks/tasks will no longer show on the Group Calendar - but they remain on the system and accessible from the Callback Reports and Record page.

Is there any way to recover a merged record?

Is there any way to recover a merged record?

Yes.  The record that was merged is placed in the Archive.  If you have the privileges you can search the archive and restore the merged record. 

Is there a limit to the number of fields that can be charted?

Is there a limit to the number of fields that can be charted?

Yes.  The maximum number of fields that will display for any given Chart is 15.

How do we check the spam score of emails sent out using e-Marketing?

Do you have any tools that can be used to check the Spam score of emails I'd like to send out using e-Marketing?

The application itself does not provide that functionality.  There are several free tools that can be found on-line such as Mail Tester - a third party tool that can help check the spammyness of your emails.

What is this email I get every day from the LeadMaster CRM? Daily Email Notification


LeadMaster has a variety of options for sending per-configured email reminders. Below you'll see the list of available pre-configured customizable emails. The second one in the list is the 'Daily Email Notification' and the one we'll examine in this article. This email contains a summary of activity for the accounts assigned to an account manager or partner rep.

Appointment/Call Back Notification
Daily Email Notification 
Lead-Xpress Notification - Single Record Assignment 
Lead-Xpress Notification - Multiple Record Assignment 
General Email Notification 
Single Record Assignment Notification
Multiple Record Assignment Notification 
Task Assignment Email Notification 
Task Assignment Text Notification 
CRM-Xpress Notification - Single Record Assignment
CRM-Xpress Notification - Multiple Record Assignment


From: Daily Lead Support [mailto:leads@crmtool.net]
Sent: Wednesday, June 01, 2020 12:08 AM
To: Joe Franklin (jofrankl)
Subject: Daily Lead Report

Below is the daily summary of activity on your accounts. Please do not reply directly to this e-mail message, as this is an unattended e-mail account.

- 294 New Lead(s) assigned on 31-May-2020

- Aerostar International,Inc.: MARTIN HARMS
- Aerostar International,Inc.: LARRY MANDERSCHEID
- Agcountry Farm Credit Services,Aca: LORI LABAHN

Does the Download Scheduler Include Attached Files?

The download scheduler does not include attached files of any kind (Word, Excel, audio files from click-to-call recordings, etc). 

What's the difference between Email Marketing, Lead Nurturing and Marketing Automation?

The distinction between Email Marketing, Lead Nurturing and Marketing Automation can be confusing because they all use email as their delivery mechanism.

Email marketing is simply sending email with your marketing message. The email message could go to one person or to a million people. It could be plain text or it could be an HTML email with links, images and video. Email marketing is typically sent to your customers, your prospects or to an email list that you've purchased in the hopes of getting new customers. Over the last 5 years email marketing has proven to be one of the most cost effective marketing methods. According to Wikipedia U.S. companies spent $1.51 billion on email marketing in 2011 and it will grow to $2.468 billion by 2016. Email marketing is not without challenges. According to a recent survey less than 50% of email newsletters are opened. Spam filters grab a significant portion of email marketing, estimates range from 10-20%. Before starting an email marketing campaign you should familiarize yourself with the CAN-SPAM law (http://uscode.house.gov/download/pls/15C103.txt). For email marketing to be effective the recipients should have opted-in to receiving messages, the message should be relevant to the recipients and the content should be high quality. This will insure a positive reception to your email marketing campaign.

Lead nurturing is a step up from email marketing. Lead nurturing sends a series of emails at predetermined intervals. The goal of lead nurturing is to build a relationship with a prospect using electronic mail. The concept is that by staying in touch with your prospect while they are in the information gathering stage of making a purchase decision you will get their business when it's time for them to purchase something. The idea came about because sales reps typically don't follow up on sales leads until they the prospect is ready to buy. So rather than have those leads go stale, marketing was tasked with staying in touch with prospects until they were closer to making a purchase decision. According to Forrester Research, companies that excel at lead nurturing are able to generate 50% more sales-ready leads at 33% lower cost per lead. A lead nurturing track might have 1 email per year or it might have several emails per day (I'm on a few of those). To be effective lead nurturing should be a targeted message with exactly the information the prospect is searching for and it must be high quality content. Lead nurturing emails should not be sent so frequently that they annoy the recipient.

Marketing automation encompasses communication that moves sales leads from the first contact to the completed sale using a software program that tracks the prospect's interest and responds accordingly. Marketing automation is a combination of intelligent lead nurturing, human interaction and software that keeps track of prospect's interests and sends specific emails and schedules follow-up phone calls automatically. For the lead nurturing portion, the marketing automation application examines how a prospect is interacting with your company. For example, what web pages did they visit, what links did they click, what emails did they open, what white papers did they download, etc. and then adds that prospect to the appropriate lead nurturing track. Once the prospect is a customer the lead nurturing track should change from pre-sales messages to post-sales messages because pre-sales messages are no longer appropriate for a customer. The follow-up phone calls should be automatically scheduled as part of the marketing automation process. The follow-up phone calls should be scheduled either at the prospects request, at milestones (e.g. after a webinar) or at regularly scheduled intervals.

Where can I find help documentation?


LeadMaster has several online help options. Help for the LeadMaster application can be found at:


Help Videos


Knowledge Base

  • Email Support – If you didn’t find what you need please click on chat or (click here) to send us an email.
  • Give us a call – 800-699-4164   We are always happy to help!


Getting Started

Quick guides - all the information you'll need to get started.


Got questions? Find all the answers to your faqs here.


Configure system-wide settings, sales activities and more.

Account and User Management

Accounts, logon privileges, user types, and hierarchy security.

Automation and Workflow

Documentation and guidelines about automation and workflow that you may find useful.

Case Management

Learn more about LeadMaster's built-in case and ticket management feature.

Calendar, Tasks and Events

LeadMaster calendar sync, task reminders and callback reports.


CRM-Xpress updates, presentation, documentation and user guide.


Manage labels and section placement in various system pages, menu and side panels.

Data Administration

Resources about importing and exporting data, uploading files to the library, file attachments and more

Email and Marketing Management

Learn how LeadMaster campaign and email marketing system works.


Manage, create and incorporate custom forms into your marketing activities and capture leads right into LeadMaster.

Help Videos

Get the most out of LeadMaster with step-by-step tutorial videos showing key features of the CRM.  


API and Integration - Learn how to connect LeadMaster with your favorite third party apps. Zoho, Zapier, Monster VOIP and more.


Lead-Xtreme quick guides on user set up, configuration and lead scoring.


Articles and quick guides for Lead-Xpress users and administrators.

Mobile App

Learn how to use LeadMaster via android and IOS mobile apps.

Opportunities and Quotes

Learn more about LeadMaster's sales and opportunity management feature.


Generate and create custom reports, dashboard charts, shortcuts and subscriptions.

Workgroup Management

Articles and resources in managing and configuring the LeadMaster system/workgroup.

Records and Contacts

Lead management documents and articles. Create and nurture leads, records and contacts.


Articles that you can use to troubleshoot problems that you may have.

Best Practices

Explore tips and tricks, how-to's and learn best practices from our knowledge base.


Learn how LeadMaster CRM's search feature works for Records, Contacts, Opportunities, Cases, Reports and Custom Forms.

News and Updates

LeadMaster CRM system news and updates

Privacy and Security

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