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Searchable LeadMaster documentation, guides and articles to help you get set up quickly and successfully.
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What is Due not before and Due not after in Task Manager?
CRM-Xpress Global User Privileges
Importing To Opportunity Product Reference Table
Why can’t users see the Product Code and Product Description fields when importing opportunities?
Email Signature and Lead Nurturing Tracks
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?
- Go to the LeadMaster home page and click the Login button in the upper right hand corner.
- 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?
The following features are linked to a user's logon:
- 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?
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?
Yes. The maximum number of fields that will display for any given Chart is 15.
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.
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:firstname.lastname@example.org]
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
- Abc,Inc.: JAEDEN PEDERSON
- Abc,Inc.: LADINA SANDERS
- Aerostar International,Inc.: MARTIN HARMS
- Aerostar International,Inc.: LARRY MANDERSCHEID
- Agcountry Farm Credit Services,Aca: LORI LABAHN
The download scheduler does not include attached files of any kind (Word, Excel, audio files from click-to-call recordings, etc).
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.
LeadMaster has several online help options. Help for the LeadMaster application can be found at:
- 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 –
800-699-4164We are always happy to help!