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Sales Lead Manager User Manual

MVISLM User Manual

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This section allows you to use/manage the mviSLM system. The top navigation has different links that you can click on to accomplish different mviSLM related task. Below is a list of the main modules active in mviSLM and what they entail.

Leads - Allows you to add/edit/delete your leads. Leads can be sorted and searched using a number of criteria. From this location you will be able to retrieve lead demographic information as well as interaction history with individual leads. You will see a list of emails, notes, calls, meetings and attachments associated with each individual lead within each lead record.

Contacts - Allows you to add/edit/delete your contacts. Contacts can be sorted and searched using a number of criteria. From this location you will be able to retrieve contact information as well as interaction history with each individual contact. You will see a list of emails, notes, calls, meetings and attachments associated with each individual contact within each contact record.

Accounts - Allows you to add/edit/delete your accounts. Accounts can be sorted and searched using a number of criteria. From this location you will be able to retrieve account demographic information as well as interaction history with each individual account. You will see a list of emails, notes, calls, meetings, leads, contacts and attachments associated with each individual account within each account record.

User Management - Allows you to add/edit/delete mviSLM users and their roles. You can only have as many users as what you are currently paying for. If you are paying for 5 mviSLM users, then you can have up to 5 mviSLM user accounts.

Calendar- Allows you to see all activity scheduled including meetings, calls, tasked and days off.

You may download the complete mviSLM user guide buy clicking here.

If you have any questions on mviSLM, contact us a info@mviSLM.com.

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