Best Practice for Modifying a LabelSet in LeadMaster

Current Situation: The Label Set being used for Jane’s Workgroup = Jane_WG_labelSet

Requested Action: Modifications to the labelset for testing or permanent modification.

Best Practice: The current Label Set “Jane_WG_labelSet” is NOT modified but brought up and a “SaveAs” is done under a new custom label set name of Jane_WG_labelSet_10_1_2010 (or Jane_WG_labelSet_v2).

Modifications are made to the “next version” labelSet, tested and either approved or rejected.

If approved then workgroup/users label sets are changed to the new “next version”.

Old versions can be maintained for a period of time then eventually deleted.

Result: The above process would eliminate the necessity for a restoration in the event of unrecoverable mistakes as well as providing a visual clue as to the progression of a custom label set.  It also helps to reduce the number of custom label sets with the same name.  Ideally, this will help to reduce your soft costs by lowering the instances of messing up a label set or selecting the wrong label set (due to duplicate names) and needing you to either figure out what has been done OR having to elevate the issue to Support.

Brought to you by LeadMaster Support

 

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 Support, Tips & Tricks

Tags: , , , ,

You can comment below, or link to this permanent URL from your own site.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s


%d bloggers like this: