New Home Page Features

The home page now shows sections outlined in boxes and includes a quick search box.

Quick Search Box and Section Outlines

Quick Search Box and Section Outlines

  

 

 

In addition to the new charts and search box you’ll find several features that are hand for online CRM and Sales Force Automation users.

Short Cuts Include:

  • New leads – for Account Managers and Reps (not for admin)
  • Appointments and Call backs – it shows you what you’ve got coming up
  • Your Cases – if you are using the system as a Customer Support Representative
  • Recent items –  this is a great feature to remind yourself of what you’re working on
  • Shortcuts – after you’ve created the perfect report you can create a shortcut to it
  • My Searches – creating the perfect search in the powerful LeadMaster search engine can take time to carefully think through exactly what you want and how to get it – this feature allows you to save those carefully crafted searches so they’ll always be available with just one click

Whether you’re looking for Lead Management, CRM Solutions, Industry Solutions, Call Center Services, CRM Services or you’d like to partner with LeadMaster.  Give us a call, you’ll be glad you did 800-699-4164.

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

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