New Feature – Access to Contacts, Opportunities & Custom Forms from Search Results

To improve your ability to call through records quickly, starting next week LeadMaster is adding access to key components of the record from the Search Results page.

There are three new configurable columns available to display on the search results page:

    1. Contacts
    2. Opportunities
    3. Custom Forms

Each column in the search results page will include an image.  When the mouse is positioned over the image the list of contacts / opportunities / custom forms associated with the record will be displayed.

From the accounts / search results page, the user can update contact information, opportunity information and custom form information.

You’ll need to make a couple of changes to your system to access the new features.  From ‘Administration’ / ‘Customize Labels’, you can configure the labels for each of these columns.

Customize the labels to access Contacts, Custom Forms & Opportunities from Search Results

Customize the labels to access Contacts, Custom Forms & Opportunities from Search Results

You can then create a search results view to include these new columns.

Add a Custom View of Search Results to see the new columns

Add a Custom View of Search Results to see the new columns

Click on search and then click on GO and you’ll see a search results page with your new icons.

The new search results page with the 'More Info' Icons

The new search results page with the ‘More Info’ Icons

This will be a tremendous productivity booster for those of us who use LeadMaster to make telephone calls.  You can now access the following features directly from the search results page

  • Sending Email
  • Attaching a Custom Form
  • Assigning Records
  • Assigning a Campaign
  • Adding a Marketing Activity
  • Request an Update to Records
  • Add Notes
  • Access Call Stats / Click Actions / Express Updates
  • Add to a Lead Nurturing Track
  • Use the Weblinks
  • Access / Edit Contacts
  • Access / Edit Opportunities
  • Access / Edit Custom Forms

 

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: 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: