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- Can you schedule appointments using the CRM Add-in Offline Module?
- Changing/upgrading to another APP server - Why is my chart not working when using a different APP server?
- Currency Support Feature
- Does LeadMaster Support SMS Text Messaging?
- Does the Download Scheduler Include Attached Files?
- Funny characters show up when pasting information - frequently associated with Mac users
- How and where can I delete Marketing Activities?
- How do we check the spam score of emails sent out using e-Marketing?
- How do you set the field order in a download file
- How to enable "Add Task" in Workflow Resulting Action(s)
- How to print a mailing label
- I have forgotten my password. How do I find out what it is?
- I'm trying to import logons and I get a message that I need to supply a Logon Level. Where/How do I do that?
- If a user gets deactivated, what will happen to the callbacks and events assigned to him/her?
- Is there a limit to the number of fields that can be charted?
- Is there any way to recover a merged record?
- Lead-Xtreme FAQ
- What is this email I get every day from the LeadMaster CRM? Daily Email Notification
- What privilege should be turned on to allow the user to merge records?
- What's the difference between Email Marketing, Lead Nurturing and Marketing Automation?
- When does the 'Campaign Survey Responses' section get updated?
- Where are my "My Email Templates"? - I use Safari on a Mac at home, but a PC when I'm at work and I can see my "My Email Templates" just fine at work but I cannot see them when I'm at home. Why?
- Where can I find help documentation?
- Where do I upload my company logo so I can use it in the banner for our workgroup?
- Why doesn't the green megaphone show up all the time on search pages?
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- Adding options to the main menu - including links to external sites
- Administration Functions Defined
- Changing/upgrading to another APP server - Why is my chart not working when using a different APP server?
- Downloading Records
- Email Limits And Usage/ Email Messages Logs
- Enable Access to the New Interface for an Old Workgroup
- How Do I Append the Account Manager
- Introduction to Administration
- LeadMaster Administration Guide, version 5-11
- Track Who Entered Records into your LeadMaster System
- User Privileges - Email Settings Section
- Why is a logon 'grayed out' so that I can't access it
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- Adding Users
- Assignments Tables
- Calendar and Callbacks Tab in User Settings
- Can you please explain what a logon of User type = Global User is?
- Changing/upgrading to another APP server - Why is my chart not working when using a different APP server?
- Creating User Logons
- Email Signatures Tab
- I have forgotten my password. How do I find out what it is?
- Importing Logons
- Logon Management
- No pop-up window to send notification when creating callbacks/events?
- User Privileges - Email Settings Section
- User Types Documentation
- What privilege should be turned on to allow the user to merge records
- What privilege should be turned on to allow the user to merge records?
- Why do Users still have access to Campaigns even though the Access to Campaigns is turned off?
- Why is a logon 'grayed out' so that I can't access it
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- How to enable "Add Task" in Workflow Resulting Action(s)
- How to use workflows to send an email blast, using an email message template with an embedded form.
- Sales Comments as a result of Workflow when an Email is Opened or Clicked
- Track Who Entered Records into your LeadMaster System
- Using Workflow to Send an Email template with Embedded Form
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- Articles coming soon
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- Bounced Emails - FAQ
- Converting Existing Email Templates with CSS To LeadMaster
- Couple of ways to have a background color in an email template
- Email Count and Limit
- Email Storage Policy
- How to add merge fields in the Subject line of email message template
- Improve Email Delivery - IPs that should be used for Whitelisting
- Opt-Out Rules for Email Marketing and Lead Nurturing
- Options for sending email from LeadMaster
- Sending Email to Avoid Spam Traps
- Using Workflow to Send an Email template with Embedded Form
- What is this email I get every day from the LeadMaster CRM? Daily Email Notification
- What's the difference between Email Marketing, Lead Nurturing and Marketing Automation?
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- Adding New Questions
- Checkbox Questions
- Client Web Form to Custom Form Mapping
- Custom Form - Profile Fields
- Custom Form Edit Page
- Custom Form List Page
- Custom Forms - Types of Custom Forms
- Custom Forms Design Page
- Customized Smart Form for Mortgage Companies
- Fannie Mae Form
- Label Type Questions
- Map Web Forms to Custom Forms Using Checkboxes and/or multi-select fields
- Opportunity Type Custom Forms
- Preview Custom Form
- Radio Type Questions
- Text, Encrypted Text and Text Area Type Questions
- Using Workflow to Send an Email template with Embedded Form
- Will a mapped custom form field work if the system field where it is mapped to is located in a disabled section?
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- Articles coming soon
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- Can Outlook Sync be used in a Windows Terminal Server environment?
- Can't uninstall CRMtool Sync for Outlook?
- CRMSync Tool - doesn't log emails
- CRMTool successfully installed but not showing in Outlook COM add-ins dialog
- How do I access the Outlook CRMTool application log files?
- How do I sync Outlook Emails with LeadMaster?
- Not all Outlook Calendar events are being sync’d with LeadMaster
- Office365 Configuration for Alternate Email Server and Mail Manager
- Outlook Sync FAQ
- When logging an email from Outlook to multiple recipients, can they manually tell the system which record to attach the email to?
- Show all articles ( 4 ) Collapse Articles
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- Articles coming soon
- Can Outlook Sync be used in a Windows Terminal Server environment?
- Can't uninstall CRMtool Sync for Outlook?
- CRMSync Tool - doesn't log emails
- CRMTool successfully installed but not showing in Outlook COM add-ins dialog
- How do I sync Outlook Emails with LeadMaster?
- Office365 Configuration for Alternate Email Server and Mail Manager
- Outlook Sync FAQ
- Updated Custom Form API Calls
- X-Lite settings for Click-to-Call
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- Append Records
- File Update Maintenance, Update Append Records, Opportunities, Contacts
- Fum in Attached Files to records
- How do I enable all options/filters to display on the Duplicate Record Management page?
- How to FUM into the Record Sales Comments field
- Importing to the Forecast Date
- Is there any way to recover a merged record?
- Last Action Triggers
- Send Record in the Options Menu on the Record
- The Green Megaphone On Search Result Pages
- The maximum length for the contact level fields
- The maximum length for the record level fields
- Update/Append at the Contact Level
- What actions in LeadMaster trigger the "Last Updated" field?
- What privilege should be turned on to allow the user to merge records?
- Why is the Review and Take Action page showing different section placement for some users?
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- ‘#’ (pound sign) in data getting passed thru POST is messing up that field and the rest in the Record
- # sign shows up in Email Message Templates when attaching a file
- Can't upload file - I have a file named 5.1.2011.pdf and I keep getting an error message saying the file is not of approved type. It's a pdf and I've uploaded lot's of pdf's in this one workgroup.
- Changing/upgrading to another APP server - Why is my chart not working when using a different APP server?
- Common Browser and Display Problems
- Download Issues
- Email Won't Send From Search Results
- Encoding Issues
- File Cleaning
- Friendly Errors
- Funny characters show up when pasting information - frequently associated with Mac users
- I see # symbols in my email message templates when I try to attach a file
- Improve Email Delivery - IPs that should be used for Whitelisting
- Labelset Used For Reports
- Missing attached file
- Next Lead Button is not showing in Smart Queue
- No Records Found When Searching by Campaign
- Offline Component Troubleshooting
- Pop-up Blockers
- Problems with Cookies
- Slow Response Times
- Symbols (’) replacing apostrophe sign in .csv downloads
- Timeout or Date Formatting Errors
- Unable to Upload Attachment With Acceptable File Format
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- Changing/upgrading to another APP server - Why is my chart not working when using a different APP server?
- Currency Symbols Not Showing Correctly
- How do we check the spam score of emails sent out using e-Marketing?
- How to add merge fields in the Subject line of email message template
- Screen Shots
- Track Who Entered Records into your LeadMaster System
- Unable to Upload Attachment With Acceptable File Format
- Show all articles ( 1 ) Collapse Articles
LeadMaster Implementation
Note: Your access to certain features and functions is determined by your security profile (set by your Administrator). Depending on your access privileges, you may find that some of the options described in this document are not displayed. If you have any questions about your security privileges, please contact your LeadMaster Representative.
Introduction
LeadMaster wants you to implement our software successfully. We’ve found two critical factors that help our customers succeed:
Your dedicated LeadMaster consultant: This person will always be your primary contact with LeadMaster. We understand how frustrating it is to call an “800” number, trying to explain your business to a complete stranger. We think if you have had this experience, you’ll appreciate your dedicated consultant.
LeadMaster is highly customizable: Our software is designed to be customized to fit your business, not the other way around. To make the system work for you, you’ll want to have a variety of components set up and customized.
LeadMaster consultants are seasoned professionals. Whether your goal is simply to generate better leads or to manage your entire sales and marketing process, LeadMaster is here to help. In fact, we’ve helped hundreds of companies from virtually every industry.
Implementation Meeting
We start with our ‘Customer Implementation Meeting’ where we discuss the following:
- Current business processes
- Current sales & lead management processes
- Requirements
- Goals
- Scope
- Timeline
Sample business process questions:
- Do you sell a product or service?
- What departments are going to be using the system?
- Sales, Marketing, Customer Service…
- Definition of Hierarchy
- Do you have direct reps or sell through distributors / partners?
- How are your territories defined?
- Do reps have exclusive territories?
- Should one rep be able to see another rep’s accounts?
- Do you have more than one sales manager?
- Should one manager be able to see another manager’s accounts?
- Do you want your reps to have a login to the system?
- How many people will be using the system?
- What are their roles?
- Who should have access to delete data?
- Who should have access to download data?
- Who should have access to email marketing?
- Do you do business with the EU?
- RE: GDPR
- Do you want to track sales deals?
- How do you track sales deals now?
- Do you have an inside sales team?
Sample sales & lead management process questions:
- Where do your leads come from?
- How do you manage your leads?
- Do you have your sales stages defined?
- Do you want to track performance vs. quota with the system?
- What are the key performance indicators for the sales team(s)?
Sample requirements questions:
- Do you have a system in place?
- Will we be migrating legacy data from that system?
- Do you want to tie in your website?
- Will you be managing marketing campaigns?
- What type of data do you want to capture in the system?
- Do you need to integrate with other systems?
- Do you want to require strong passwords
- Minimum # of characters
- Require Upper / Lower Case
- Require a Number
- Require a Special Character – !@#$^&*()_+
- Expire Passwords after X Days
- Lockout after X Number of Attempts
- Can use Previous Passwords
- Number of Passwords Checked for Previous Use
The scope and timeline will be determined largely from the questions to the above answers.
We begin to build your system by creating a secure workgroup just for you. This is where all of your data will reside. We suggest you provide us with a file of your sample data as soon as you can for the set up. We begin customization of Fields and Page Layout, Create Templates, Quotes, Custom Forms, and Workflows that were agreed upon.
After the initial set up we like to follow up with you to review the business process, templates, workflows, and custom forms to make sure it works for your business before we train the admin and end users.
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