Getting Started

For an in-depth overview of Broadlume Lead Management, please watch this featured video that covers everything from logging in, to indicating how a lead heard about your company. For help with a specific challenge, please check out the Most Popular Videos below, or search through the list of Additional Help for the topic most relevant to your need.

Get Started

Additional Help

1-Hour Training

Leads

How to Create a Lead Managing a Lead How to Attach Files How to Use the Sample Checkout Module Merging Leads

Tasks

How to Create a Task Managing Tasks

User Settings

How to Create a New User Managing User Permissions and Passwords

Lead Management Listing Pages

Managing the Lead Listing Pages Managing the Task Listing Pages Managing the Sample Listing Pages Reporting in RLM On the Fly™ Totals

Integrations

Using the RLM Calendar Email Integration Explained Managing the Reputation Management Integration

Troubleshooting

Adding the RLM Icon to Your Phone or Tablet Clearing Your Cache

Customer Management: Leads, Contacts, Companies

How to Create a Customer Management Lead How to Create a Contact How to Create a Company Contact Detail Page Explained Company Detail Page Explained How to Create Company or Contact Tasks How to Merge Companies or Contacts

Customer Management: Listing Pages

Managing the Company and Contact Listing Pages

Customer Management: Advanced Functions

Changing the Contact Associated with a Lead Changing the Company Associated with a Lead Changing the Company Associated with a Contact How to Restrict Access to Companies or Contacts Customer Management Email Integration Explained