Beta 5 – Tutorial #6: Creating a Mailing Campaign

Scott CostelloAll, Blog 2 Comments

Tutorial #6: Creating a Mailing Campaign Once you have your leads in the system and your letters all setup you’ll want to create a mailing campaign.  You can do this in a couple of ways and all pretty straight forward.  The way I like to do it is as follows… The Quick… Find the lead list that you want to use by using the Leadtype/List tree.  Select the list and you’ll see all the leads within that list appear to …

Beta 5 – Tutorial #5: Exporting Leads To Excel

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Tutorial #5: Exporting Leads to Excel On occasion you’ll need to export some of your leads.  You may need to upload mailing addresses into Click2Mail.com or send them off to the person answering your calls.  What ever the reason, Beta 5 can easily create this export for you. The Quick… Check the selection box for each lead you’d like to export.  To select them all, select ‘Select All…’ under the ‘Action’ menu Under the ‘Action’ menu, click ‘Export Selected’ and …

Beta 5 – Tutorial #4: Deleting Lists and Leads

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Tutorial #4: Deleting Lists and Leads With out a doubt, while organizing your leads, you’ll come to a situation where you want to delete one of them or even an entire list from the system.  In this video I will show you how to quickly and easily delete what you want. The Quick…. Delete Leads Check the selection box for the lead(s) you wish to delete.  If you want to delete all the leads, click the ‘Action’ menu and select …

SI Lead Manager – Beta 5 has been released!

Scott CostelloAll, Blog, Featured, Lead Tracker Leave a Comment

Have you had a tough time managing your leads using Excel? Did you find that other lead management software is just too Expensive? Have you tried SI Lead Manager – Beta 4 and found it too confusing? If you’ve answered Yes to any of the above questions, then you need to get SI Lead Manager – Beta 5After working hard for over 7 months, SI Lead Manager Beta 5 is finally ready for release.  The interface has been completely redesigned …

Real Estate Investing Lead Manager

Teaser Videos of Beta 5

Scott CostelloAll, Blog, Featured, Lead Tracker 9 Comments

Firstly, let me just tell you that I’m really excited about the new SI Lead Manager Beta 5.  I’ve learned a lot from using Beta 4 for that past five months.  There were things that annoyed me about it and there were some things I liked about it.  With Beta 5 I tried to eliminate all those annoyances in order to help me ( and also anyone else using the program). I can’t quite give a release date for when …