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

Topic - Records and Contacts

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

Append Records

Date: January 29, 2021
By: Eljie Lagunay
Categories: Records and Contacts

File Update Maintenance, Update Append Records, Opportunities, Contacts

Date: January 30, 2021
By: Eljie Lagunay
Categories: Records and Contacts

Fum in Attached Files to records

Date: January 30, 2021
By: Eljie Lagunay
Categories: Records and Contacts

How Can I Setup the Smart Queue to Make Sure that the Newest Records are Showing Up in the Queue First?

Date: August 18, 2022
By: Joanna Hernandez
Categories: Automation and Workflow, Best Practices, FAQs, Records and Contacts, Search

How do I enable all options/filters to display on the Duplicate Record Management page?

Date: January 30, 2021
By: Eljie Lagunay
Categories: Records and Contacts

How to FUM into the Record Sales Comments field

Date: January 30, 2021
By: Eljie Lagunay
Categories: Records and Contacts

If you set a contact(s) to Pause Lead Nurturing Campaign is there any way to search those contacts?

Date: August 18, 2022
By: Joanna Hernandez
Categories: Best Practices, Email and Marketing Management, FAQs, Records and Contacts, Search

Importing to the Forecast Date

Date: January 30, 2021
By: Eljie Lagunay
Categories: Records and Contacts

Is there any way to recover a merged record?

Date: June 30, 2020
By: Joanna Hernandez
Categories: FAQs, Records and Contacts

Last Action Triggers

Date: October 16, 2020
By: Janice Infantino
Categories: Records and Contacts