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Best Practices

This section provides pointers to help you get started and succeed in the market place.

The system provides dozens of features, but the most value comes from a handful of simple tasks. You may find that managing your contacts is not about how much work you put in, but how quickly you attend to these few important tasks. After you learn how to move around the site and use the basic tools, you will not need to spend a lot of time on your computer. However, you will need to log in several times a day to make sure that you keep up with new contacts.

To log in to your Market Leader CRM account

  1. Once your account is provisioned.
  2. Go to your website (e.g. servingmainstreetusa.com).
  3. If necessary scroll down to find Admin Login.
  4. Click Admin Login.
  5. In the Login form, enter your credentials.
  6. Click Login.

(warning) You can also log in from an internet ready cell phone. See details at Cell Phone Access to Market Leader

This section includes the following topics.

See Also

Contact Summary
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Contacts - Lender