How do you track who entered records into your LeadMaster system?

A customer asked this question today and although LeadMaster doesn’t have a search for who entered the record it is fairly straightforward to create a workflow that will allow you to search to find out.

To begin create a marketing activity (or marketing status is you prefer) for each person you’d like to search on. For example:

  • Records entered by Andy
  • Records entered by Joe
  • Records entered by Sue
  • Records entered by Beth

Then create a workflow for each person you want to search on that is activated anytime a new record is entered into the system that add has a condition equal to either the group, account manager, partner or partner rep. The resulting action will be to add a marketing activity equal to that person’s name.

Now whenever a member of the group, account manager, partner or partner reps enters a record a marketing activity with their name will be added to the record as well.

You can search at both the record and contact level for marketing activities.

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Explore posts in the same categories: General Info, LeadMaster F.A.Q, Tips & Tricks

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