Changing/upgrading to another APP server – Why is my chart not working when using a different APP server?
Sometimes you will encounter problems with your chart/s when you use a different server (upgrade).
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Searchable LeadMaster documentation, guides and articles to help you get set up quickly and successfully.
Administration
User Privileges – Email Settings Section
Send Email Message – Allows a user to send an email message to the primary
How Do I Append the Account Manager
First, make sure that you’ve added the Account Manager as an available import field –
Downloading Records
When you download records you’ll come across two choices. Download only primary contacts that meet
Adding options to the main menu – including links to external sites
our LeadMaster representative can customize the LeadMaster main menu for you. One of the options
Email Limits And Usage/ Email Messages Logs
Email Limits and Usage tracks all Lead Nurturing Emails, Email Campaigns, Plain text/html emails and Individual
Why is a logon ‘grayed out’ so that I can’t access it
In order for your logon to be able to access / edit privileges for another
Enable Access to the New Interface for an Old Workgroup
To enable access to the new interface for an old workgroup. Login to http://app.leadmastercrm.com/index_logon.asp with
LeadMaster Administration Guide, version 5-11
Administration reference guide. https://www.leadmaster.com/LeadMaster-Support/LeadMaster-PDF-Files/Support-Library-Files/Administration-Guide.pdf
Track Who Entered Records into your LeadMaster System
Although LeadMaster doesn’t have a search for who entered the record, it is fairly straightforward