eMaximation
Lead Management Release Notes 11-21-19
Lead Management Release Notes 11-21-19 This document covers the details of all the enhancements and updates released for Lead Management on November 21, 2019. Main enhancements include: Ability to Merge Candidate Profiles
How do I upload my template?
How do I upload my template? To upload the document, begin by using the Classic Templates option available in the menu on the right-hand side of the page (https://screencast.com/t/8Tin9w7r0wfw). Once you click that, select the “Start from Scratch” ...
Reporting Overview Video
Reporting Overview Video
Report Management
Report Management Report Management Naranga Lead Management database provides powerful reports that allow you to see how many leads you have and where they are in your pipeline. There are several ways to create and access reports. The first and ...
I am trying to add a field to my column views, and do not see it as an option
I am trying to add a field to my column views, and do not see it as an option By default, certain fields are not re-portable in the Lead Management system. Depending on your business’s needs, we can add up to forty fields for reporting ...
Editing Reports
Editing Reports If you look to the right of the “Pivot View” dropdown, there is a link there labeled “Open Editor”. If you click on that link, you will see an editor open up above the report. The editor will have seven fields that can be changed. ...
Editing Column Views
Editing Column Views Once you have the list of leads, you may want to change the data being shown in your list. This is done by editing "Column Views". A "Column View" is the information displayed in a list view. It can only be accessed with a list ...
List Views
List Views Another powerful feature of eMax is that the system allows you to “drilldown” into the reports and view al the leads that match the criteria you are looking for. For example, let’s look at the “Active Sales Pipeline” report. If you look at ...
Emax Overview Video
Emax Overview Video
Importing Leads into the System
Importing Leads into the System Sometimes, you will have an Excel spreadsheet that has several leads you wish to enter into the system. Entering them manually one at a time is both a tedious and unnecessary step. Fortunately, there is a way to ...
Lead Management API Documentation
Lead Management API Documentation Lead Management API documentation can be found here . For testing, you will need to send an email to help@naranga.com to request the following information: -Username -Password -Client Id -Client Secret In the Swagger ...
What are the five major stages in the lead management lifecycle?
What are the five major stages in the lead management lifecycle? Capture New Leads - The first step is to get leads into the system quickly. Leads can come from just about anywhere - your website, a lead provider, a referral, a marketing list, etc. ...
Lead Automation Process
Lead Automation Process Step #1: The below setup will initiate the leads from internet portals and corporate websites getting into Lead Management automatically. Your unique email identifier (campaign####@mail.emaximation.com) needs to be linked to ...
Using the Advanced Search Tool
Using the Advanced Search Tool One of the most powerful, yet overlooked features in Lead management is the Advanced Search. This allows users to create much more complex and detailed reports, as well as use many additional criteria to find leads. The ...
User Management - Lead Management
User Management - Lead Management Managing users in the Lead Management solution is a very simple task. You can handle most of it by clicking on the "Users" tab. This will bring you to the "User List" page, where you can see the status and permission ...
LeadGroup Access
To grant a user access to a LeadGroup, an administrative account will need to access the LeadGroup section of the “Workflow” tab. This will bring you to a page where all LeadGroups in your company are listed. If you look carefully to the left of each ...
Creating automated tasks in Naranga Lead Management
Creating automated tasks in Naranga Lead Management Tasks in eMax allow you to send reminder emails to yourself and other users in your system to remind them of certain tasks they must perform to help move your lead through the Pipeline. If you would ...
How to Process New Leads
How to Process New Leads Step 1 – Find the Lead From the Home – Desktop menu click on the new candidate’s name highlighted in Blue in the lead prioritization panel (If the lead isn’t visible in the lead prioritization panel, you can use the “Quick ...
How do I find my email address for leads?
How do I find my email address for leads? eMax can be set up to allow your corporate website and other portals to send leads to you that will be automatically entered into your database. In order for these leads to be accepted, you will need to ...
Lead Routing
Lead Routing Based on the number of sales team members you have and the varying types of leads you receive, Lead Management can be configured to route leads accordingly. When a lead is received, the routing rule that applies will designate which ...
How to Manage LeadGroups
A LeadGroup is a pivotal part of Naranga Lead Management system. Consider it a “bucket” where you store leads that have something in common. How you choose to separate the leads is up to you, and you can have as many LeadGroups as you choose. You can ...
LeadAlerts
If we want the user to receive alerts when a lead does something in the LeadGroup, we can set those here as well. Once again, the box next to the LeadGroup must be checked, the user affected must be selected, and now we will focus on the "LeadAlert ...
My leads aren't automatically entering into Lead Management!
My leads aren't automatically entering into Lead Management! Whenever you notice that your leads from your corporate website or portals are not entering into the Lead Management system, the first thing to check is that we are copied on the emails ...
Campaign Overview Screencast
Campaign Overview Screencast
Creating an Email Campaign
Email Campaigns Creating a new campaign is a very simple process. The first step is to find and click the "Add Campaign" When you click "Add Campaign" you will be taken to recognize at a glance. Please try to keep the name under one hundred ...
Trackable Links
A trackable link is just what it sounds like, a link that is inserted into a campaign email that sends a notification when the prospect clicks on it. This allows brokers to know which prospects are more serious about their concept. Trackable links ...
My links aren’t working in campaign emails!
My links aren’t working in campaign emails! If you or a lead clicks on a trackable link in LeadManagement and it takes them to the home page, the link is not set up correctly. The most common cause of this is when the campaign email was created, it ...
Subscribing Candidates to Campaigns vs Email Blasts
There are 2 ways to subscribe a candidate to a campaign in Naranga Lead Management. The first method is to subscribe a single candidate through the Campaigns tab in the Candidate profile: The second method is used for sending an email blast out to a ...
I have verified my login and password are correct, but I still cannot login
I have verified my login and password are correct, but I still cannot login When attempting to login, and you know the system has your current email address and password, the most common cause is a bad entry in your browser’s cache. To resolve the ...
Lead Automation
Lead Automation The below setup will initiate the leads from internet portals and corporate websites getting into Lead Management automatically. All lead forms need to be sent to the following in, plain text format: Company Name – ...
Parsing Steps
Parsing Steps Step #1: The below setup will initiate the leads from internet portals and corporate websites getting into eMax automatically. Your unique email identifier (campaign@mail.emaximation.com) needs to be linked to your submit button on your ...
Lead Prioritization
Lead Prioritization The Lead Prioritization on the home page is based on several criteria withing your candidate's sales process. Below is a breakdown of each of priority within the list. Priority 1 (OVERDUE) The candidate's has an uncompleted task ...
How do I add/edit/remove fields from my Candidate Profile/Advanced Form?
How do I add/edit/remove fields from my Candidate Profile/Advanced Form? If you would like to have any form changes made to your Candidate Profile or Advanced Form, you will need to submit a ticket to our Help Desk to request to have those changes ...
Activity Status
Activity Status You'll notice field at the top right of the profile named Activity Status, This field is system driven, and rarely requires you to make any update to it. Below are each of the options for Activity Statuses: New. This is the default ...
Every time I try to add a candidate, I get logged out of the system
Every time I try to add a candidate, I get logged out of the system By default, non-administrative users are unable to see any leads in any LeadGroups unless specifically granted access to one by an administrator. If a non-admin user is not granted ...
User Email - Email Integration
Naranga Lead Management has the capability to sync with your email and track email communication between your email and the candidate. Once enabled the email communication between you and the candidate will be displayed in the Emails tab of the ...
Can't log on
Please click HERE. You will be able to enter your email here. An email will be sent to you with instructions on changing your password.
How do I change my password?
How do I change my password? Once in the system, please look on the menu in the upper right-hand corner of the screen, press on it, and find the button for “Profile & preferences”. Please enter your current password in the “Current Password” field, ...