New Feature – Import Record Notification

The LeadMaster ‘Import Wizard’ feature includes an assignment step to allow for imported records to be assigned to one or more account managers and / or partner reps. As part of this assignment step, the user can select to send notification to the record assignee(s).

Import Wizard Assignments - New Features - Send Notification

Import Wizard Assignments – New Features – Send Notification

With the addition of this new feature the system has the ability to send a single email message to an assignee with a list of all records assigned to that individual as a result of the import (e.g. import 5,000 records and assign to a single account manager would result in 1 email message being sent).

To configure LeadMaster to enable use of this feature:

1. From the ‘Administration’ / ‘Email Notification Content’ page, select ‘Multiple Record Assignment Email Notification’.

Email Notification Content - General Email Notification

Email Notification Content – General Email Notification

2. The ‘Email Notification Content’ page displays for this type an additional field – ‘Record Detail’. This field allows the administrator to format the content of the email message for each record assigned, using the ‘Insert Merge Field’ options.

Record detail - this will show the desired detail for each record imported

Record detail – this will show the desired detail for each record imported

When configured, the body of the resulting email message sent to the assignee will include the content from the ‘Body’ field and for each record assigned from the import, the customized content of the ‘Record Detail’ field (e.g. import 5,000 records and assign to a single account manager would result in 1 email message being sent with the body of the email message containing the content from the ‘Body’ field followed by the customized content of the ‘Record Detail’ field for each of the 5,000 records assigned).

Note that if the content (body and record detail) for this email notification is not configured, no email notifications are sent to record assignee(s) for imported records.

As always we welcome your feedback and requirements for additional features in the LeadMaster Sales Lead Management / CRM Software application.

 

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

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: