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Introduction to Administration

OVERVIEW

Navigation: Homepage > Top Menu > Admin/Administration

TIP: To get the most out of this manual it is recommended that you go through it while you are logged into the system and click through the functions as you go read about them.

This guide has been developed for the purpose of documenting the features of the LeadMaster CRM application and to assist the administrator with the functions of the system.

Below are the available Administration functions (depending on your level of administrative access, all of these may or may not be available).

LeadMaster CRM Administration Page

Much of the maintenance for users and WorkGroups can be accessed via the Administration button in the top banner of the application.

There are several levels of administration authorization. Access to administration features will vary according to your level of administration authorization.

In addition to the features documented here there is another level of administration privileges referred to as Super-Admin. These privileges are reserved for the data center and development team.

Occasionally you will need to have Super-Admin enable a feature before it will be available to you. For example, you will not be able to manage WorkGroups or send bulk email until Super-Admin has enabled these features.

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