LeadManager: Feature Overviews

Lead Sources

Batch Processing

Client Settings

Scripting

Custom Reports [Advanced Edition]

Direct Mail Warehouse

Distribution Category Caps (PDF only)

Duplicate Management

Form Builder

Manage Groups

Manage Posts

Manage Users

My Settings Page

Detailed Review

Edit Password Requirements

IP Address Security Settings

Encompass Consumer Connect

API and Web Services

URL Redirect for a Thank You Page

Detailed Review [Advanced Edition]

Encompass Connector Logs

Leads Assigned To A Deleted User

When A Lead Is Exported To .CSV File

When A Lead Is Exported To Encompass

When A Lead Is Manually Assigned

When A Status Change Occurs

When An Action Is Taken On A Lead

When An Email Template Is Sent

When Users Logged Into Your Database

Scheduled Reports

Distribution Category Caps: Detailed Review (PDF only)

Adding a Distribution Program

Understanding Options for Lead Distribution

User-Level Filters

Distribution Program Methods

Add/Edit Duplicate Management Program

Detailed Review

Duplicate Reconciliation Report

Manual Duplicate Lead Flagging

Reviewing and Managing Previously Merged Leads

Email Delivery Settings

Email Opened Notifications

Embedding Images in Emails

Invalid Email Handling And Manual Opt-Out Procedures

Managing Emails

PDF Merge

Setting Delays and Conditions

Using Field Tags

Adding a Field

Detailed Review

Preview Mode

Using Tool Tips

Getting Leads into Velocify

Setting up Lead Vendors

Setting up Users

From a Spreadsheet

From a Spreadsheet [Advanced Edition]

From a Spreadsheet [Standard Edition]

Change View Leads Page Columns

Create Calendar Events

Generate a Posting URL

Help Users Get Logged into the System

Filter and Sort on Leads (Normal View)

Manually Add a Lead

Manually Assign/Re-Assign Leads

Review File Storage Settings and Increase File Storage

Revise a User's Login / Email Address

Run Standard Reports

Set up a Lead Vendor/Provider with Velocify

Set up an Automatic Email or Email Drip Campaign

Set up Lead Delivery to Velocify

Trigger a Post off of an Action or Status Change

Work and 'Disposition' Leads

Work Leads

Manually Add a Lead

Automatically Send an Email to New Leads

Add a Field on the Lead Form

Change View Leads Page Columns

Lead Edit: Change the Status of Multiple Leads in Normal View

Lead Edit: How to Export Leads in Bulk

Lead View: Colors And Highlights

Filter and Sort on Leads (Normal View)

Leadboards: Admin Guide

Detailed Review

Adding a User to a Group

Creating a Hierarchy of Groups

How To Assign Manager Role To Multiple Group Members

Detailed Review

Field Tag Replacements

Detailed Review

How to Correctly Delete a User

Locating A User's Agent ID

Understanding Roles

How to Add a User

Overview

Priority Info Bars

Priority Queues

Single Lead View

Admin Pages Overview

User Pages Overview for Administrators

Campaign Cost Assessment

Campaign Plan Analysis

Confirmed Duplicate Report

Dashboard Milestones Report

Dashboard Performance

Dashboard Summary

Email Opt-Out

Email Result Summary

Lead Activity Summary

Needs Attention

Queued Emails

Time Between Actions

User Activity Summary

User Reports

Creating Required Calendar Events

Setting An Action To Trigger A Status Change

Workflow: Status And Actions

eBureau Lead Scoring

Encompass

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