Archive for the ‘LeadMaster F.A.Q’ category

New Feature – Keep Appointments on Calendar After Marking Them as Done

August 22, 2014

LeadMaster makes it easy to schedule call backs and appointments through a variety of means beyond simply adding an appointment to the calendar.  You can add appointments through Quick Actions, Workflow, Marketing Automation, Lead Nurturing etc.

Now when you mark those appointments as complete / done you have the option of having them stay on the calendar.  The option is in the User Settings area in the Calendar and Callbacks tab.  If enabled the completed appointments will appear in grey text.

Calendar Option Keep 'Done' Appointments on the Calendar

Calendar Option Keep ‘Done’ Appointments on the Calendar

LeadMaster Announces Advanced Integration with CounterPath and InterFax

July 31, 2014

LeadMaster’s Partner Alliance Program adds phone and fax functionality through integration with third party platforms.

LeadMaster, a leader in sales lead management & marketing automation solutions, announces integrations with CounterPath and InterFax. The new LeadMaster integration with CounterPath’s Bria4 soft phone provides advanced VoIP dialing. The new LeadMaster integration with InterFax provides HIPAA compliant send fax capability.

CounterPath’s latest soft phone product allows LeadMaster users to dramatically improve productivity by simply clicking on a phone number to place a call. The Bria4 is a carrier grade soft phone providing the ability to make and receive phone calls and video calls over the Internet. It also supports instant messaging and file transfer. The Bria4 works on the Windows 7 and 8 operating systems as well as Mac platforms. When used in conjunction with the LeadMaster Smart Queue, this integrated solution provides tremendous efficiency for sales teams, improving both speed to connect and daily call volume. Configuring LeadMaster to support click-to-call with the Bria4 takes only a moment, simply enable click-to-call in LeadMaster, enter VoIP logon credentials into the soft phone and the configuration is complete.

The InterFax integration allows LeadMaster users to send and receive faxes from within the LeadMaster application. The InterFax integration works within the LeadMaster Connector Architecture. The connector architecture is a framework for integrating LeadMaster with third party applications through the built-in LeadMaster workflow function. To enable the send fax function in LeadMaster, the user enters their InterFax user name and password and selects a fax template in the workflow automation function. With the configuration complete, anytime the user wants to send a fax they simply select the checkbox or drop-down menu that activates the workflow. Users can configure different checkboxes to send different fax templates. Sending a fax in LeadMaster is as easy as clicking a checkbox.

These integrations are available today in the standard LeadMaster configuration.

Add Weblinks to LeadMaster – Connect to other Online Applications

May 29, 2014

Weblinks provide a convenient way for you to connect LeadMaster to other online applications, examples include social media sites like FaceBook, Twitter, Linkedin as well as any other applications that you can access through a browser.  Using Weblinks you can quickly and easily look up the profile of any of your contacts / companies.

To create a weblink you’ll need Admin Access.  The typical use is to search the other application for the company or contact that resides in LeadMaster.

For example, suppose you have a new prospect and you want to read about them on FaceBook.

Here’s the search string that you’d put in the Weblink for a Facebook Company search.!Company

Here’s the search string that you’d put in the Weblink for a Facebook Contact search.!CONTACT_LAST_NAME+!CONTACT_FIRST_NAME

Sometimes the software company makes it hard to find the search box without logging in.  Usually with a little exploring you’ll be able to find a place to search.  Twitter is a good example.   Here’s the search string for a Twitter Company Search!Company

New Lead-Xpress Feature – Quick Action Sections 2 & 3 Added to the Lead-Xpress Page

May 16, 2014

Lead-Xpress is an inexpensive way to close the loop on sales leads.  It provides the sales lead in an email format with a secure link to the CRM.  Just click on the link to update the record in the CRM – no logging in – nothing to learn – fast & easy.  This way you always know what’s happening with the sales leads and what you sold as a result of the investment you made to get those sales leads.

From: Your Sales Manager
Subject: Lead Update Request
Date: May 16, 2014 at 4:56:16 PM EDT

Dear Bob,

You have a new lead or a request to update an existing opportunity. Please click click here to update the status of this record.  Or click here to go to the portal for access to all of your records –  All Accounts

Company – American Internet Services, LLC.
Contact – Franklin Worth
Pasadena California

When you click on the link in the Lead-Xpress Email it takes you to the customizable ‘Lead-Xpress’ page in a browser.  Lead-Xpress supports all 3 of the LeadMaster Click Action sections – these sections contain checkboxes that are tied to automation.  Click a single checkbox and you can accomplish a variety of tasks – send an email, update the lead status, update the sales stage, make a note in the sales comments etc.
Lead-Xpress Page to Update the CRM

Lead-Xpress Page to Update the CRM

LeadMaster has 3 sets of Click Actions with 18 customizable checkboxes in each.  Previously only the 1st set was available to the Lead-Xpress user.  Now with this update all three sets are available for even greater functionality and flexibility.


New Feature – Moving Custom Forms from One Record to Another

May 16, 2014

Over the last 16 years LeadMaster has been used in every industry you can think of.  One of the reasons is the LeadMaster custom form.  It is basically a blank page that allows you, the user, to create the fields for the data you want to keep track of.  Field types include – text, text area, numbers, dates, single select, radio buttons, multi-select, checkboxes, summed question and upload file.

Now there’s a new way to use custom forms – they can be moved from one record to another.  Suppose you are an art auction house with the description of each individual piece of art recorded on a custom form.  When the art is sold you are now able to move the custom form from your inventory to the customer’s contact record.  Here’s how it works.


First find the record with the custom form.

Custom Form on Record

Custom Form on Record – Notice the Move button on the Right hand Side

Click on the Move button on the right hand side.  A window appears listing all of the companies in your database.  You can use the search box to find the company.

Custom Form Move

Select the Company Where You’d like the Custom Form to Move onto

When you click on the name of the company LeadMaster will confirm that you want to move it.  Click OK and the custom form is moved.

Custom Form Move Confirmed

Custom Form Move Confirmed

Smart Queue Enhancement

March 31, 2014

To speed up management of the Smart Queue the calculation of available records is now determined one at a time by clicking on the select button.  This means the Smart Queue appears almost instantly which makes it faster and easier to manage your calling campaigns.


Smart Queue Before Showing Available Records

Smart Queue Before Showing Available Records

Notice that you don’t see the status of each queue until after you click on the ‘Select’ button.  In the image below I’ve clicked on the Bob Decker Queue and it is now displaying the status and available records.


Smart Queue After Clicking Select to Show Available Records

Smart Queue After Clicking Select to Show Available Records