Some CRMs won’t let you restrict visibility to a user’s leads, leaving them open for the whole team to view. We have you covered there, and always have. You can assign a lead to a user, and users can only see leads assigned to them.
But what about sales managers, compliance, or some non-sales person in your group that needs to see what’s going on with a particular lead?
We’ve added a new feature called Followers where you can grant restricted access on a lead-by-lead basis to other users in your account.
You’ll see a box on the right side of the contact’s page with a list of the users in your account. Check the box and they’ll be able to see the lead as well, even if they’re not assigned. They won’t be able to edit or delete any information from the record, just view it.
If you use Skype, you can save time by clicking the linked phone numbers in your lead’s profiles.
Head over to your Profile page and set the Click to Call to Skype. If you have Skype running, clicking on a linked phone number will launch your Skype app and call the contact.
See more about setting up this preference in our help section.
We’ve just added the ability to set up multiple events for your Autopilot triggers.
In this example, we can isolate a lead that registered on the website from a particular form that hasn’t had it’s status changed from New after 49 days have its status automatically changed to Lost and get an auf wiedersehen email.
Continue reading Multiple Trigger Events Added
We’ve just added IP Address tracking to the Docking API. Once you have the script added to your website, your logged in visitors’ IP will pass thru to their contact record in Lead Zeppelin.
We’ve also linked the IP Address so you can obtain more information about it from a 3rd party website.
Just in time for your New Year’s resolution to close more leads, we’ve added a daily email reminder for your tasks that day. You can find this in your Profile > Preferences section. Just check the box to turn them off or on.
In keeping with the tag theme this week, here are five ways you can start using tags in your CRM to help manage your leads:
- Region or Location
You might have captured your lead’s address, city or state, but it may be handy tag them as Midwest, West Coast, or Non-US for example.
- Industry Influencers
Is the lead a prominent expert in their field or vertical? Tag them as Influencer, Legal Expert, or Tech Guru to find them quickly.
- Industry Events or Sponsors
Remember which contacts you met at last fall’s tech event by tagging them Techweek for example. Or keep track of event sponsors by tagging them as such.
Need someone to help close a deal? Tag these special folks as Partners, Agency or Affiliate.
- PR and Media
When you need to get the word out, tag your media contacts appropriately. Also handy to add their Twitter handles in their profile too, for quick access later.
How do you use tags? Let us know in the comments!
Have some of your sales reps gotten tag happy in your account, making tags not so helpful anymore? We’ve just added a Tag Manager to the Settings section to help with that.
You can now see all the tags in use in your account, as well as a count for each type they’re being used for. They’re also linked so you can quickly jump to one and see which leads, companies or deals are using that tag.
Continue reading Tidy up your tags
We recently added Date Added to your people screens, so you can see when your contacts or leads were added to your Lead Zeppelin account. This can come in handy in seeing how old your leads are that you are still working.
You can also turn this field on in the main People tab so it shows up as a sortable column. Try using it to prioritize your older leads, when you’re working your list.
It’s not just for people, you can add avatars and tags to companies in your account too!
Continue reading Company Avatars and Tags
When you get a client or prospect on the phone you haven’t spoken to in a while, you want to quickly see their key info, and if they have anything in the pipeline.
On your person and company contacts pages, you’ll see a Deal Revenue box on the right sidebar. This clearly shows you the number and total value of any past deals with this contact, as well as any potential deals in the pipeline. Related deals are listed just below. Continue reading Prospect’s on the phone. Who’s got the deal details?