SI Lead Manager Beta 6 has been Released

Scott Costello All, Blog, Featured 2 Comments

  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 …

My Baby Made the News! And Lead Management

Scott Costello All, Blog, Featured, Lead Tracker, Marketing 3 Comments

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 …

Beta 5 – Tutorial #6: Creating a Mailing Campaign

Scott Costello All, 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 …

48 days

Scott Costello All, Blog, Featured 8 Comments

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 …