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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 Mortgage Create Required Documents List
 LeadMaster created a customized smart for to help mortgage companies determine the list of documents that are required for each type of...
15 Oct, 2020 Views: 0
document Zapier Integration
We invite you to try out our beta Zapier integration - please use this link.  You will need to contact your LeadMaster representative and ask...
07 Aug, 2020 Views: 0
document CRM-Xpress Global User Privileges
 Normally CRM-Xpress users privileges are set in hierarchy but since Global Users aren't listed in hierarchy their CRM-Xpress privileges are...
17 Jul, 2020 Views: 0
document Screen Pop - classic interface vs. modern
 What's the syntax for having LeadMaster do a screen pop? Here's the screen pop...
22 Jun, 2020 Views: 0
document What are the IPs that should be used for Whitelisting?
To improve mailbox delivery make sure you have authorized LeadMaster to send email for your domain.  To do this you'll need to modify your DNS....
23 Apr, 2020 Views: 0