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Most Viewed
document Can't see logon - Why can I not see a users logon?
Answer: Users cannot see logons that are at a higher level than their own logon. (NOTE - this is different than seeing the logon but it being...
19 Apr, 2012 Views: 0
document What privileges are required for having Access to the Call Stats / Disposition Report?
In the Logon management, the User must have permission to view the call stats section.  Without this you are restricted from viewing any reports...
19 Apr, 2012 Views: 0
document What privilege should be turned on to allow the user to merge records
 Merge records is enabled by turning on Archive records in Logon Management.
26 Sep, 2012 Views: 0
document Daily Email Notification
To Enable / Disable Daily Email Notifications - Select the Email drop down in Manage Workgroups. Daily Email Notifications are prepared and sent...
24 Jul, 2014 Views: 0
document Sales Comments as a result of Workflow when an Email is Opened or Clicked
Timestamps set via workflow automation action - Add to Sales Rep Comments/Notes by default are set based on the server time (EST), since a workflow...
16 Nov, 2012 Views: 0

Recent Articles
document Workflow using AND / OR for multiple conditions
 There are a few important things to keep in mind when using workflow. Be sure to use 'AND field name was updated'.  For example....
17 May, 2019 Views: 0
document Product Commission Management
The "Commission Method" label/Field in the Opportunity Product Section is not being used anymore as Users can now define commission structure from...
14 May, 2019 Views: 0
document What are the IPs that should be used for Whitelisting?
To improve mailbox delivery there are a few things you can try. Make sure your Domain Server has authorized LeadMaster to send email on your...
11 Apr, 2019 Views: 0
document Tiny MCE - April 2019 Update
 LeadMaster has updated the text editor used throughout the application to version 5.0.2 Here's what's included with that update since the...
01 Apr, 2019 Views: 0
document How often is bulk email / email marketing sent? Is there a delay?
Bulk email / E-Marketing / Email Marketing / Email sent from Search Results is delayed as follows:  up to 1,000 every 10 minutes ...
14 Mar, 2019 Views: 0