LeadMaster Knowledgebase - 800-699-4164
Search:     Advanced search
Browse by category:
Knowledgebase | News | Downloads | Ask a Question | LeadMaster |

Categories
 
folder FREE 30 day Trial Offer
Questions regarding LeadMaster's FREE 30 day Trial Offer
folder Getting Started (3)
This section includes all information you'll need to get started - from initial installation/configuration to migrating and customization.
folder Technical Support Requests (27)
This is for requests that are technical in nature. Such as coding questions
folder General Information Requests (128)
For questions that are either Where/Why/How
folder General Usage (129)
Questions/FAQs that relate to common general useage.
folder Troubleshooting (67)
folder FAQ (12)
Questions/FAQs
folder Documentation (8)
folder Mobile APP (1)
folder API (1)


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