This is BIG! We just rolled out the ability to add custom fields last night. There is still some tweaking to be done, but you can now add your fields for your leads and contacts!
You can access the field manager by going in to add or edit a lead or contact. Look for the link on the right sidebar. Below is a quick video showing how you can add a field. Give it a try!
We recently added filters to the Tasks section of Lead Zeppelin, now we’re back with more. In the event that you’ve accidentally checked off a task as completed, or are just lazy and want to recycle/reuse your tasks, you can get them back by accessing your task graveyard by filtering your tasks by completed to see them.
You’ll now see them in all their checked-off glory. To reinstate or reuse one, simply uncheck the task, and poof, it’s zapped back to your open tasks list.
Its easy to add a task from a lead or a deal, but until now, its been difficult to clearly see who’s doing what.
We’ve just added some filters to the main Tasks page that let you sort tasks by who they were assigned to. And, your tasks can be filtered by upcoming and completed too, so you can see what got completed as well.
We hope you like these changes. Have something you’d like added to your Zeppelin? Let us know!
We’re excited to let you know that we just updated the Add Lead screen so that you can assign a lead to a member on your team while you’re entering a lead.
And, you can also elect to notify them by email that they’ve been assigned this new lead (a popular request).
We hope you like it!
We’re excited to announce that our web-to-lead forms now allow for file uploads! To add this great feature, just go to your Forms tab and edit an existing form of yours or create a new one to add the field.
You’ll see a new option at the bottom of the Available Fields list, File Upload (paid accounts only). When you Add it to Your Fields, you’ll have the option of naming the field.
After your form changes are complete, click Preview Form, click Save and Get the Code and paste the code into your favorite website.
After your visitors have filled out your form, the entry will show up in your Leads with the uploaded file showing up in the note.
Form uploads are limited to 2MB each and the following file types are supported:
aac, au, avi, bmp, css, csv, doc, docx, gif, gz, htm, html, jpeg, jpg, mp3, mp4, mpeg, mpg, pdf, png, psd, rar, rtf, sitx, tar, tgz, tif, tiff, txt, wav, wmv, xls, xlsx, z, zip
We hope you like this new feature. Let us know what you think!
Mike Cavanaugh worked on the floor of the Chicago Board of Trade as a broker and a floor trader from 1997 to 2003. At the CBOT he provided market insight to clients from the wheat and bond pits. Beginning in 2003, Mike brokered futures and options on futures for individual clients and professional investors off the floor.
Mike has been Series 3 licensed since 1998. He obtained the Series 7 and 63 in 2004, and the Series 65 in 2007. Mike graduated from the University of Wisconsin at Madison in 1997.
Currently he operates as a Registered Representative and as an investment advisor for the Discretionary Option Spread Strategy (DOSS) program.
Know Your Options was founded in 2006 to serve individual investors as well as managed accounts. KYO gives you the flexibility of trading your own accounts, getting portfolio guidance or full account management.
The CRM we were using was 3x the price and the information was very hard to interpret. Enter Lead Zeppelin CRM, 1/3 the price and information easily accessible and just as easy to understand.
We use Lead Zep in a number of ways. We have multiple sign up pages on our website, so as a client sign-ups for a webinar, or portfolio review, it is automatically uploaded to Lead Zep. We can then assign that to a specific sales person, and keep track of the progress. We have also integrated some of our current contacts into the system for the same reasons.
It’s easy and cost effective.
Yes. It has helped us refine our sales process. We are less scattered and way more organized.
When adding notes or attaching documents to leads, contacts or deals, you can now notify other team members. The selected people will receive an email containing the contents of your note along with a link back to the original post where they can add their own comments.
We hope you find this feature useful!
Yep, you can import your contacts now into Lead Zeppelin without having to subject them to TSA x-rays.
For best results, having your list in a Outlook CSV format works best. If you have a simple list that only contains a few columns of information, like name, email and phone number… you just need to make sure your column names sync with ours. Check out our template here.
Importing your contacts comes in super handy when you’re adding deals, so you can associate a deal to an existing contact. You haven’t seen deals yet? You’ve been missing out!
If you’ve been storing away your leads in an excel file, why not upload them into your Zeppelin so you can start adding tasks, notes and files and getting them closed? Back from a trade show? Upload them leads!
Over at the B2B Lead Gen blog, Brian Carroll proposes:
I’d like to share what we learned from a lead re-engagement test we just completed for a large communications company. We tested a lead nurturing program to re-engage the following types of “old” leads:
- Leads that were “open” but not touched by a sales person in 90+ days
- Leads worked by sales but marked as “closed – lost” meaning they didn’t buy
We started with a simple multi-touch lead nurturing program that included: a 3 touch email track, the emails connected to educational articles, and our teleprospecting team made follow-up calls (based on email engagement replies, clicks and opens).
After their 10-week test, they found the old leads had a 10% higher conversion rate than recent leads.
