Archive for August 2009

Charting Search Results

August 21, 2009

Users can now chart search results that include the following fields: Lead status, Sales Stage, Forecast Date, Probability, Initial Status, Campaign, Lead Source,  Marketing Mix, Group, Partner and Special Interest 1-6.

Chart Search Results

Chart Search Results

From the chart search results, the user enters the name of the chart, selects the type of chart and the field to chart

Select Chart Type

Select Chart Type

 

The user can save the chart to the dashboard or create a shortcut to the chart.

Chart Updates in Real-Time as Data Flows into the system - click to drill down to data

Chart Updates in Real-Time as Data Flows into the system – click to drill down to data

These are helpful features for Lead Management, Lead Tracking, Lead Scoring and Sales Lead Analytics.
The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.

Drop Down Menus

August 21, 2009

Drop down menus were added to the search results, record update, edit profile and view profile pages.  Drop down menus will only show for workgroups using the new graphics.  One of the many LeadMaster features that make learning and using LeadMaster easy.

Drop Down Menus Consolidate Menu Items

Drop Down Menus Consolidate Menu Items

The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.

New Support Site

August 1, 2009

What do you think of the new support pages?

http://www.leadmaster.com/LeadMaster-Support/LeadMaster-Support-index.asp

You’ll find:

Let’s get the conversation started.

The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.