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LEADlink
Plus! Sales Lead Management Software by CompuSystems is a new, innovative and
creative way of capturing sales leads through a CompuLEAD data recorder
into your PC.
It offers generic and custom options, the ability to add and/or
edit information in the prospect’s record and allows you to type notes
specific to the prospect into the record.
This software is robust, easy to use and will help you organize
your sales leads making it easier to use the information during and after
the show.
When you order LEADlink
Plus! prior to a show we
will mail you a copy the software. You
can then install it on your PC and set up each customizable feature.
This will also give you the opportunity to explore the software and
become familiar with all of the options available.
You do not need a CompuLEAD Desktop to install and set up the
software, however, you should install the software on the same computer
that you are going to use onsite at the show.
Also, once you are onsite, you should pick-up your CompuLEAD,
attach it to your PC, launch LEADlink Plus! and test the software using your own
badge. If you experience any
problems please contact the CompuLEAD Service Desk immediately.
INSTALLING
LEADlink Plus!:
The
CD Rom is setup for auto-run. You should be able to place it into your CD Rom drive and it
will start the installation process automatically.
If not, using the Start Button, select Run and browse to your drive
for the CD Rom. Navigate to
the Disk1 directory and highlight Setup.exe.
Click the Open button and then click the OK button.
The
installation program will ask you to be sure that all other programs are
shut down. Once complete,
click the Next button. Next it will ask you to select the
Destination Folder, unless you have another program with the same name and
in the same folder, use the default destination and click the Next
button. The last screen will let you know that the installation
process is complete, click the Finish button. There will now be an icon
for LEADlink Plus! On your Desktop. To
start the application, double click the icon.
NOTE!!
The first time you start the application, a Welcome screen will pop up and
ask for a Release code. If
this is the first time you have loaded this application onto this PC, just
click OK. If you have loaded
this software on this PC at a prior show, you will need the release code
to use this application. Use
the instructions on the Welcome screen to receive your Release code.
SET
UP:
The
setup should be done before the Event and should have just one person
designated as the “Administrator”. The Administrator will have the password for setting up the
application and for making changes to the standard Qualifiers and Survey
Questions, as well as entering Products if desired. To prevent unauthorized changes to the settings, the
Administrator should control access to the password.
To
setup the database for the show, the Administrator should go to the Menu
Bar and select Setup. Then
select Administrator Mode and enter the password “csi”.
The Menu Bar will now show additional choices.
Name
your Show’s database:
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In the File
Menu, click “Save As” and Type in a name that will identify the
Event you are using LEADlink Plus!
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Then in the
File Menu, click “Open” and select the database name you just
entered. This will now
become the default database every time you start the application.
Customize
the Show Information Page:
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In the Setup
Menu, click the “Show” button and then the “Show” tab and
enter the information for your Event.
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When you are
finished, click the “Save” button.
Customize the Qualifiers:
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In the Setup
Menu, click “Show” and then the “Qualifiers” tab.
Review the Standard Qualifiers to see if they meet your needs.
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To edit the
current Qualifiers, click on the text of the Qualifier you want to
change and type in the new text.
Continue until finished, click the “Save” button.
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To Add new
Qualifiers, click the Add button.
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As before,
click on the text of the new qualifier and type in the new text.
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Now
click on the corresponding code and enter the next sequential number
(i.e. 11,12…). Continue until complete, then click the “Save”
button.
Note:
Do Not delete Qualifiers once you start using LEADlink Plus.
Deleting will remove that Qualifier from all records.
Customize
the Products:
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In
the Setup Menu, click “Show” and then the “Products” tab.
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To
edit the current Products, click on the text of the Product you want
to change and type in the new text. Continue until finished, click the “Save” button.
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To
add a new Product, click the “Add” button.
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As before,
click on the text of the new Product and type in the new text.
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Now click
on the corresponding code and enter the next sequential number (i.e.
11,12…). Continue
until complete, then click the “Save” button.
Customize
the Survey Questions:
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In
the Setup Menu, click “Show” and then the “Survey Questions”
tab.
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To
add a new Question, Click the “Add” button on the top windowpane.
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Click on
the Name of the question and give it a short but useful name (i.e.
Purchase Authority, Number of Emps).
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Click on
the text of the Question and type in the question as you want it to
appear on the screen (i.e. What is your Purchase Authority, What is
the Number of Employees at your Company).
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Click on
the Selection type and choose between a Multi Answer or Single
Answer Question.
RE-USE
YOUR CUSTOM SETTINGS:
If
you have purchased LEADlink Plus at a previous Show and you have purchased
the service at your current Event, you can re-use all of the custom
information. The designated
“Administrator” can use the password to enter the Administrator mode.
After you have saved the database under the new name and have made
it the default database, you can clear out all of the previous Show’s
contact information to start out fresh.
In the Edit menu, click “Purge All Contacts”
USE
OF LEADlink Plus!:
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To
Start the application, double click the LEADlink Plus! Icon on your
desktop. (Be sure that
other programs, i.e. Hot Sync Manager are, not using the COM port that
you have connected to the CompuLEAD unit,).
With the CompuLEAD unit attached and turned on, swipe the badge
(with the code facing towards the machine).
The CompuLEAD unit will beep after a good scan and the data
will then populate the fields on the screen.
You can then Qualifier your lead, Scan another badge, or click
Save.
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To
Qualifier your leads, select any of the choices from the navigation
window on the left side of the screen (i.e. Qualifiers, Products,
Survey Questions). The
Qualifiers and Survey Questions are setup with our LEADlink Plus!
Defaults, but the Products will have to be setup by you if you wish to
use them.
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To
Select a Qualifier, click on the appropriate Qualifier(s) check box to
select or deselect your choices.
When you are done, you can navigate to Qualifiers or Surveys,
return to the Contact Information, or you can click Save.
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To
Enter a Product, click on the appropriate Product(s) check box to
select or deselect your choices.
When you are done, you can navigate to Products or Surveys,
return to the Contact Information, or you can click Save.
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To
Answer a Survey Question, click on the appropriate Survey Answer(s)
check box to select or deselect your choices.
When you are done, you can navigate to Products or Qualifiers,
return to the Contact Information, or you can click Save.
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To
Export your leads, click on the File menu and select Export Leads on
Disk. The select a
destination drive and directory, its name, and the date range you want
to include in you download. (To
download one day’s leads, just use the same date for the start and
end dates).
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To
Exit the application, click on the File menu and select exit.
All of your leads are saved as you scan a new badge, move to a
different screen, or click save.
(Whenever you finish with a lead and you have no one else to
scan, click the Save button).
If
you have any technical support questions, please contact a Representative
at 708.486.0777.
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