Lead Manager Tracker

Contact/Lead Managment System

• Created: 11/25/2015
• Latest update was: 05/05/2020
• Support http://www.ignitepros.com
• Email: support@ignitepros.com
• Watch Video Demonstration

Lead Manager Tracker is a Powerful PHP Web Application to manage the history of your leads, contacts or accounts.

Standalone program to keep track of all your leads, contacts and accounts.

Liability

Although compatibile with most operating systems, we cannot guarantee that this software will run in every environment or together with any other application, without producing errors. Any liability for damage of any sort is hereby denied. You are solely responsible for your files, server and data

Copyright

Designed & developed by IGN Pros, Inc.

This software uses open-source plugins such as bootstrap.

Main Features:

• Account/Leads/Contact Mangament
• History Notes for Accounts with a Timeline of Events
• File Upload Attachments for Accounts
• Easy install with simple steps using install.php
• Full Log capability when accounts get added and deleted
• Table log of user logins and data modification
• Dual-user permissions groups (admin and basic user accounts)
• Admin Approvel prior to new user account setup
• Captcha™ math problem on login/forgot/register pages to protect from brute force attacks
• Two-Factor Authentication with Google Authenticator
• Added Email Login Notification
• Full Feature Admin Section; with user managment, additional logs, and panel settings
• Clean user friendly interface
• Highly configurable (Commented Code)
• Audit Log on changes
• Self User Register/Forgot Password
• Version Update Check
• Import/Export Accounts/Contacts
• IP to GEO Country Log

Main Dashboard Screen Explained:

1. - Shows User Login Events and recents changes to accounts

2. - Displays login user first and last name

3. - Searches entire database for accounts by name or id

4. - Shows stats of accounts and last account edited; so you can quickly get back to your edited or added account

5. - Displays all accounts in a table format

6. - Two reports show account reminders and account activities

7. - User can see their logs and update information/password

8. - Admin backend can view/add/edit users, logs and panel settings

9. - User Logout

10. - Total Active accounts

11. - Total Other/contact accounts

12. - Total Account reminders

13. - Total user activity for the last 7 days

14. - Table Graphs shows how many accounts were created each month

15. - Pie Graph shows how many active/contact/disabled accounts

16. - Shows last 5 accounts created by logged in user

17. - Shows last 5 accounts edited by logged in user

The installation of Lead Manager Tracker is very simple:

- Make sure you have a minimum of PHP 5.6 + Apache2.4 on you server

- Copy all files to your server using any FTP client (ie: filezilla, cuteftp)

- Login to PHPMyAdmin and create a database. You can name it anything you want

- Point your browser to the lead manager folder  (example: http://yourwebsite.com/leadmanager)

- You should be redirected to your install.php (example: http://yourwebsite.com/leadmanager/install.php) then follow the step to install Lead Tracker Manager

- Sign in as (username:  admin  password:  admin)

- Change admin password by clicking on my profile

- Create one or more user accounts

- Then from Admin Setting select "Create User"

Additional Notes:

- Becareful when deleting accounts/leads; as history will also be deleted for that account/lead and cannot be recovered.

NOTE: You may need to logout/login for some changes to take effect

You can set all configuration options by editing the core/config.php file.

All configuration options begin with comment explanation so read them carefully before changing them. 

Lead Tracker Manager is tested and compatibile with:

Browsers

• Microsoft Internet Explorer version 10 and 11
• Firefox
• Google Chrome
• Safari

Server Versions

• Minimum PHP 5.6 + Apache2.4

Operating Systems

• Windows  (Tested with NTFS / Windows NT 6.1 build 7600 Windows 7)
• Mac OS X

(Tested on x86 and x64 platforms)

Why would a registered new users have trouble logging in ?

Admin must edit user in Admin Setting, and set to "Active" and save user.

Why would you be having issues with uploading files ?

Please check read/write permissions on folder "FileAttachments" located in uploads_md5

How can you add more account type's from the drop down ?

This is controlled under the admin section called "Account Status Types"

New features/fixes for Program ?

Version upgrades are free. Please contact us if you need help installing.

Version 1.0.6 - 5 May 20

• + Added IP to GEO Country feature to all IPs in logs.
• + Added Another Security feature to protect unauthenticated users.
• + Added Email Login Notification HTML Template.
• * CSS/HTML bug fixes and improvements.
• * PHP bug fixes and improvements.

Version 1.0.5 - 28 February 18

• + Added new dashboard layout and graphs to better understand your accounts.
• + Added new profile page so they can edit details and Avatar.
• + Added term of service agreement when user signs in.
• + Added forgot password verification link before password reset.
• + Added Additional Security features to protect unauthenticated users.
• + Added Two-Factor Authentication Support.
• + Added Email Login Notification.
• + Added CK Editor for notes on account area.
• * CSS/HTML bug fixes and improvements.

Version 1.0.4 - 16 July 16

• + Added CK Editor for notes on account history.
• + Added Datatables to all tables which addes better search , sort and pagination function.
• * CSS/HTML bug fixes and improvements.

Version 1.0.3 - 13 December 15

• + Fixed Password Change issues.
• * CSS/HTML bug fixes and improvements.

Version 1.0.2 - 2 December 15

• + Added Import/Export Feature to import accounts/contacts via Excel (CSV).
• + Fixed Dashboard page layout issues.
• + Added Email Notification when new user registers.
• - Change Body Frame Color layout for all pages.
• * CSS/HTML bug fixes and improvements.
• * Updated config.php with new function.

Version 1.0.1 - 30 November 15

• + Added LTM Version Check on Settings Page.
• + Made Account Search function better.
• + Added autofocus to input pages.
• + Fixed Profile page layout issues.
• + Added new report to Admin Section (Account History Activity's).
• - Change Color layout for all pages.
• - Framework Upgrades.
• * HTML bug fixes and improvements.
• * PHP Notice/Warning fixes.
• * Updated install.php to fix install issues.

Version 1.0.0 - 27 November 15

• + History Notes added for Accounts with a Timeline of Events
• + Easy install with simple steps using install.php
• + Added Full Log capability when accounts get added and deleted
• + Dual-user permissions groups added (admin and basic user accounts)
• + Admin Approvel prior to new user account setup
• + Captcha™ math problem on login/forgot/register pages to protect from brute force attacks
• + Full Feature Admin Section; with user managment, additional logs, and panel settings

Thank you so much to:

Aylee for logo/image design

Thanks to open-source guys at:

bootstrap and jquery