Customizing Labels in the LeadMaster System

LeadMaster allows virtually everything to be customzied.  One of the most popular changes are the labels or names of the fields.

LeadMaster has implemented a change to make labelsets easier to manage for workgroups and users.  You can now assign a labelset to a workgroup (the default is no labelset assigned).  When a user logs into a workgroup, the labelset is determined as follows:

  1. If the labelset is set for the user / workgroup combination (see Administration / Logon Management / Internal Settings), that labelset is used.
  2. If the labelset is set for the workgroup (see Administration / Manage Workgroups), that labelset is used.
  3. The labelset set for the user (see Administration / Logon Management) is used.

So now you can set a labelset for a workgroup and all users who log into that workgroup will use that labelset.  If you require certain groups of users to use a different labelset, you can set the labelset for the workgroup and then override that setting in the Internal Settings for the users who need to use a different labelset.

Sales Force CRM, Lead Management, Email Marketing

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

Explore posts in the same categories: General Info, LeadMaster Solutions, What's New at LeadMaster

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