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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,...
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LeadMaster F.A.Q – Email Notifications
How do I control the content of the email notifications from the system? You’ll need access to Administration. Click Admin / Email Notification Content. There you’ll find the ability to edit all of...
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LeadMaster F.A.Q – send an email notification to the account mgr/partner rep
How do you send an email notification to the assigned to the account mgr/partner rep about a new lead? In the administration section of LeadMaster there is a facility to manage the email content for...
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