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This section includes all information you'll need to get started - from initial installation/configuration to migrating and customization.
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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 The Company field adds a "comma" by default when doing a Record Search returning inaccurate results.
Affects some Workgroups in APP4 only. Issue: The Company field adds a "comma" by default when doing a Record Search returning inaccurate...
17 Jan, 2019 Views: 0
document Getting business cards into LeadMaster
While there are many applications for reading business cards and importing them into LeadMaster the one I like is CamCard - https://www.camcard.com...
05 Nov, 2018 Views: 0
document Vonage Settings for Click to Call
 Here's how to configure Vonage for LeadMaster Click-to-Call: 1. Configure the Workgroup Phone Provider > Select Bria4 2. Configure the...
26 Oct, 2018 Views: 0
document How do I log out and log in as a different user in the LeadMaster CRM Sync Extension 2018 Version?
Q: How do I log out and log in as a different user in the Outlook Plugin 2018 Version? A: Go to Temp folder: > Start - run > type...
26 Sep, 2018 Views: 0
document LeadMaster Token Generation
To generate a token associated to a LeadMaster Login Items to note: ยท      Token generation will only work with...
25 Sep, 2018 Views: 0