This enhancement adds the ability to use group, account manager, partner and partner rep assignment as part of the condition for a workflow process or task completion.
Archive for February 2011
New Feature – Workflow & Task Management based upon lead assignment
February 17, 2011Improved Feature – Handling of Bad Email Addresses
February 16, 2011The following LeadMaster email functions will not send an email message to a contact with an email address that you have marked as bad.
‘Search Results’ / ‘Options’ / ‘Send Email’
‘Accounts’ / ‘Options’ / ‘Send Email’
‘Contact Search Results’ / ‘Options’ / ‘Send Email’
Contacts’ / ‘Options’ / ‘Send Email’
‘E-Marketing’ / ‘Launch An Email Campaign’
New Feature – Report Subscriptions
February 15, 2011LeadMaster now provides the ability to subscribe to custom reports. A report subscription is delivered via email in one of the following ways:
As an attachment to the email message
As a link in the body of the email message
In the body of the email message
New Feature – Search Range for Probability & Lead Value
February 14, 2011The search engine has been enhanced to allow searching a range for lead value & probability.
New Feature – Consolidated Menus
February 11, 2011The two rows of menus on interior pages have been collapsed into one. Consolidating the menus not only provides more screen real estate but it also provides greater consistency.
New Feature – Suspend Automation
February 10, 2011When suspended, the condition for a workflow process is not evaluated and subsequently, no actions associated with that workflow process are triggered.
New Feature – Google Calendar Sync & Repeating Events
February 9, 2011This is a great productivity enhancement for me personally. The Google calendar integration gives me the ability to sync my LeadMaster calendar with the calendar on my phone and on my desktop.
New Feature – Tab Settings Maintained
February 8, 2011Many users requested that LeadMaster remember their preference permanently so the next time they login they see their preferred view. I’m happy to announce that this request has been implemented and is immediately available for all users at no additional charge.
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