Archive for September 2011
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September 15, 2011
How does the ‘Time Out’ feature work, where LeadMaster automatically logs you out?
- The LeadMaster application, like other web applications, relies on constant communication between the server and the user to maintain a viable session, much the same as a phone call. The message of “Timed Out” does not convey the full range of reasons for receiving the message.
- You will be ‘timed out’ if a record hasn’t been updated within the timeout period. Only clicking on the “Go”, “Submit” or “Continue” buttons are actions that will update a record and reset the System Timeout clock. Simply typing notes into a field, or selecting something from a drop down list or check boxes, will not trigger resetting the System Timeout clock. The maximum timeout available is 60 minutes.
- A session can be “Timed Out” because the user exceeded the time limit for give and take communications with the application, usually caused by a blip anywhere on the Internet between the user’s pc and LeadMaster servers that caused the connection to terminate (think of a cell phone call being dropped mid conversation) or because the user was using the browsers back/forward buttons instead of the navigation within the application.
- On rare occasions and this ONLY pertains to logons that have multiple people using the same logon, a user will be “Timed Out” because whomever else uses that same logon has inadvertently booted the first user off.
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Categories: LeadMaster F.A.Q
Tags: automatically logs, ‘Time Out’ feature work, Time Out
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September 14, 2011
Can you explain ‘Due not before’ and ‘Due not after’ in Task manager?
- This is the time interval given to an account mgr/partner rep to complete a task. The specific time interval begins once the record is assigned.
- Think of ‘Due not Before’ as equal to
- Due not before can equal zero, which means the task can be completed immediately.
- Due not after is the deadline. If the task is not completed by the deadline then the task is overdue and the specified actions will be taken – such as reassign the record, send an email to the manager etc.
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Categories: LeadMaster F.A.Q
Tags: ‘Due not before’ and ‘Due not after’, Due not after in Task manager, Due not before in Task manager, Explain Task manager, task manager
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September 12, 2011
Does System allow creating a new logon with an existing username?
- If there is an existing ‘Active’ logon, then you will not be allowed to create another logon using the same username.
- If you create a new logon and the username exists with either the “Not Active” or “Deleted” status,then you will be allowed to create the new logon with that username.
- As a Best Practice, any time you set a logon to “Not Active” or “Deleted” please add something such as “_old” to the end of the username and to the email address under user settings. This will help to eliminate potential conflicts.
- As a B
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Categories: LeadMaster F.A.Q
Tags: allow creating new logon, creating new logon, logon, logon with the existing username, new logon
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September 7, 2011
Can I access multiple workgroups at the same time?
- While multiple workgroups can be accessed simultaneously, results are often unpredictable because of conflicting access rights, label sets, call stats, workflows, tasks, etc. We recommend you do not access multiple workgroups simultaneously.
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Categories: LeadMaster F.A.Q
Tags: access multiple workgroups, multiple workgroups, workgroups
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September 6, 2011
Is it possible to login to your LeadMaster account in 2 separate windows at the same time without the system kicking you out of one of them?
- The simultaneous logon feature is typically used for Admin accounts where multiple individuals may need to access a single logon strictly for administrative purposes , such as workgroup creation, logon administration etc…
- If you must use the same multiple simultaneous logons, then we recommend using different machines to log into different workgroups.
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Categories: LeadMaster F.A.Q
Tags: different login, LeadMaster account in 2 separate windows, login to your LeadMaster, simultaneous logons
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September 5, 2011
Explain in detail about Label sets and How do they impact different users?
- There are a several things about label sets that impact users:
- A workgroup can have a default label set (see administration / manage workgroups / edit workgroup). If the user logon doesn’t specify a label set the workgroup default label set is used.
- A user having access to a the workgroup can have a label set specifically for that workgroup (see administration / logon management / internal for the user / workgroup).
- A user logon can have a default label set (see administration / logon management / privileges).
- The “Request to Update Records” feature (aka Lead-Xpress) provides the ability to have “users” who do not have logons. So if you are configuring a workgroup to use this feature, make sure to have a default label set configured for the workgroup. As a matter of good practice, ALWAYS have a default label set configured for the workgroup.
The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.
Categories: LeadMaster F.A.Q
Tags: detail about Label sets, information for label sets, label impact different users
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