Below you'll find a list of all posts that have been tagged as “SI Lead Manager”
I final reached the finish line and am releasing SI Lead Manager Beta 6 Today! SI Lead Manager is still in it’s beta phase (6th version now) which means that there may still be some bugs lingering in the system that myself or my testers haven’t caught yet. Beta 6 itself has taken me over a year to develop because of all the significant improvements it has over Beta 5. These improvements will allow for greater control over your …
I don’t have anything huge to update, so I figured I would just throw out a few things that I’ve been working on over the past couple of weeks. Granted I haven’t been working on a lot besides trying to get some sleep. Lead Manager and Word Integration One of the draw backs to my SI Lead Manager software is that the letters you can produce out of it are limited. Adding images and special formatting are nearly impossible to …
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 …
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 …
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 …
48 days from becoming a father With January in the books already, I’ve only got 48 days till I officially become a father for the first time. It is an amazing thought and puts a warm feeling in my heart every time I add a new piece of furniture or hang some tiny, yet oh so cute baby clothes in the nursery. One of the most amazing parts about becoming a parent is how generous the people around me are being. Everyone …
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 …
The word Turducken is becoming so popular these days that you can barely find anyone who doesn’t know what the heck it is. I even saw one in the food store the other day. To me it sounds gross and I doubt I’ll ever try one. Has anyone given it a taste? Deal #2 update Deal #2 is starting to resemble one of those birds. I’m not quite sure what to make of it and not quite sure where it’s …
SI Lead Manager Beta 4 of Si Lead Manager (My custom lead management software) is days away from being released. There are some big improvements to the entire system as well as some new features that have helped me out immensely and I think will do the same for anyone who wants to use it. I’ve fixed as many bugs as I’ve found since the last version making this one the most stable yet. Some of the new features are… Dashboard …
As promised, here is a quick video demonstrating the new and improved Mailing Scheduler in SI Lead Manager. This version of SI Lead Manager is do out in the coming days. If you sign up for the software in the upper right side of my blog you’ll get the current Beta 2 and also be put on a mailing list that will notify you when I’ve released Beta 3. Beta 3 will be the final beta before I officially release …
Over the past 8 months I’ve been developing a Real Estate Lead Management software that will help me keep track of all my probate lead lists and the mailings I’m sending. The program does much more then that and my end goal is to use it for all marketing and seller information. As of now the program will only run on Windows based PC, sorry for anyone who is using a mac as I don’t know how to program for …