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Lead-Xpress Administrator Guide

Enabling Lead-Xpress

  1. Go to the Administration Page
  2. Under Manage Workgroup Section > click View/Edit Workgroup
  3. Edit the appropriate Workgroup
  4. Under Email & Lead Nurturing section, select Enabled from the dropdown for Allow Updates to Records Via Email.

From the workgroup perspective, that’s all there is to it. Now you need to set up the sales reps and / or partner reps.
If your sales reps and / or partner reps already have logon access to LeadMaster and an email address, then there is nothing more you need to do. You are ready to request updates to accounts / records / leads in LeadMaster.
If your sales reps and / or partner reps will not have logon access to LeadMaster, you need to create new Lead-Xpress users for your sales reps and partner reps.

Creating new Lead-Xpress Users

You can either set up Lead-Xpress users individually, or you can import them in a group.

Adding New Lead-Xpress Users Individually

  1. Go to Administration > Sales Reps or Partner Reps (Both can be configured as Lead-Xpress users)
  2. Add a new Sales Rep
  3. Fill out your sales rep’s info and click Submit.

Points to Remember:

  • Has Logon should show No.  Lead-Xpress users don’t have logon access to LeadMaster.
  • Be sure to enter your sales rep’s email address. Sales reps will receive notifications of record assignments and requests to update records via email.
  • Providing your sales rep’s mobile number and mobile provider will allow the system to send the sales rep a text message through workflow automation.
  • Lead Assignment Notification Email should be set to Yes.

Importing a Group of Sales Reps/Partner Reps

You’ll need to have a .CSV file in the following format:

  1. No header row.
  2. 5 columns containing the following, respectively:
    Group, First Name, Last Name, Email, Phone
    Please note: any of these labels may be customized on your system.
  3. Next, go to Administration > Manage Hierarchy
  4. Click on Import.
  5.  Once the .csv file is loaded, select Edit for each sales rep and select Yes for both Lead Xpress and Lead Assignment Email Notification options.

Customizing Email Requests to Update Records

Create a custom email notification template that will be sent out whenever a ‘request update to records’ action is triggered.

  1. Go to Administration
  2. Under Lead-Xpress and Email Notification section, click on Lead-Xpress Notification – Single Record Assignment or Lead-Xpress Notification – Multiple Record Assignment.
  3. Customize the subject of the email; you can use the first Insert Merge Field to include information from the record in the subject.
  4. Customize the body of the email; you can utilize the second Insert Merge Field to include information from the record in the body of the email.
  5. Scroll down to Additional Options.
  6. Options for Updating the Record:  Select one of the two choices to a. Embed the form within the email or b. To provide a link to the form.
  7. Checkboxes: Select appropriate sections and fields to appear in the form your sales reps will see when they update the record.

Please note, depending upon how you have your checkboxes configured in the Click Actions
section, not all checkboxes will function as configured. For example, suppose you want to
schedule an appointment or callback using one of the checkboxes. This is a common
LeadMaster function making it quick and easy to schedule a call back for tomorrow or the next
day etc. However, Lead-Xpress users don’t have logon access to LeadMaster and therefore
don’t have a LeadMaster calendar. So that checkbox won’t work for Lead-Xpress users.

Assigning Records with Email Notification & Request for Update

There are two ways to request an update to records; either through a Request to Update
Records or when Assigning Records.

When assigning Records from the Accounts list or Record search result page

  1. Go to the Accounts list page or Do a Record search
  2. Select your desired records (via the Accounts list or from the Search Results page)
  3. Click the Options button and select Assign
  4. Configure the hierarchy assignment
  5. Under Email Notification > Tick the Request Update checkbox
  6. Submit

Requesting update to assigned Records

  1. Go to the Accounts list page or Do a Record search
  2. Select your desired records (via the Accounts list or from the Search Results page)
  3. Click the Options button and select Request Update
  4. Request an update from the sales rep, the partner rep or both
  5. Request an update for all the records or just the ones you’ve selected with a checkmark
  6. Note the request in the Sales Comment area of each record.
  7. Submit

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