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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 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
document How to Post to Custom Forms
You have two options 1)  Using the Map Web Forms to Custom Forms 2)  Using the Lead Provider System You'll find details in this...
27 Feb, 2019 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...
26 Feb, 2019 Views: 0
document How does the Check for Match/Find Match feature work?
How does the Check for Match/Find Match feature work? The Check for Match function respects both the hierarchy and internal security - it is...
19 Feb, 2019 Views: 0
document Round Robin
There are two settings for Round Robin in Manage Workgroups (found in the hierarchy section) Standard Advanced Standard is a single...
18 Feb, 2019 Views: 0