WE'RE HERE TO HELP!

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

Track Who Entered Records into your LeadMaster System

Although LeadMaster doesn’t have a search for who entered the record, it is fairly straightforward to create a workflow that will allow you to search to find out.

To begin create a marketing activity (or marketing status is you prefer) for each person you’d like to search on. For example:
•Records entered by Andy
•Records entered by Joe
•Records entered by Sue
•Records entered by Beth

Then create a workflow for each person you want to search on that is activated anytime a new record is entered into the system that add has a condition equal to either the group, account manager, partner or partner rep. The resulting action will be to add a marketing activity equal to that person’s name.

Now whenever a member of the group, account manager, partner or partner reps enters a record a marketing activity with their name will be added to the record as well.

You can search at both the record and contact level for marketing activities.

Was this article helpful?
How can we improve this article?

Share This

Share on facebook
Share on twitter
Share on linkedin
Share on skype
Share on email
Share on print

Need More Help?

Can't find what you're looking for?
Email Us

In This Article
Scroll to Top