New Feature – Chart Special Interest Fields

LeadMaster has all the fields common to any company for managing sales leads and tracking customers.  But every company is unique and has individual needs for tracking information.  To help customize the system for individual needs, LeadMaster has fields called ‘Special Interest’ fields.  These are user-definable fields that can be one of 3 formats; single select, multiple select or simple text fields.

When the special interest fields are setup as single select they are available for charting.  Once the special interest fields are charted, the chart can be saved to the dashboard.

Here’s how it works.  In this example I’m interested in seeing a chart of prospective real estate purchasers and the number of bedrooms they want.  First I do a search of prospective purchasers.

1-House Hunters Searh Results

1-House Hunters Searh Results

Next I select the menu item ‘Chart Search Results’ and select the special interest field that I’m interested in charting.  In this case it is ‘Number of Bedrooms’.

2-Chart Search Results

2-Chart Search Results

After selecting the ‘Number of Bedrooms’ field and clicking submit, the chart is produced.   if I’d like to see this chart on my dashboard I click on the menu ‘Save to Dashboard’ or if I’d like to save it for future use I can click on ‘Create Shortcut’ and a link to this chart will be placed in the ‘Shortcuts’ menu available on the home page.

3-House Hunters Number of Bedrooms

3-House Hunters Number of Bedrooms

 

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: