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?
The Forms tab in the main menu has been removed, and can now be found by clicking Settings in the header, next to the Log Out link and checking the sidebar links on the left side of the page.
When we first created Lead Zeppelin, it was to answer the needs of our clients at our agency, cre8. Everyone wanted something simple, basic and easy to use.
No one wanted something complicated to set up or configure. There were other CRMs out there, and even more choices today. But each one didn’t quite have a feature we needed, or had parts we didn’t like. Continue reading Prepare to Dock
With our Autopilot triggers, you can now auto-schedule follow up tasks when leads are entered, as well as when lead and deal statuses are changed.
And with our standard plan, you can limit lead access by sales agent, so they can only see their own assigned leads.
Step up your game from using Excel spreadsheets, post-its and email and move your sales team to the Lead Zeppelin.
If you find yourself repeating the same actions over and over like creating similar tasks when adding a lead or a deal, you’ll really like our latest feature, Autopilot.
With Autopilot, you can now trigger certain actions, like adding a task, firing off an email, or doing a callback request (in beta, contact us if you’d like to be in on it!).
Continue reading Sales Managers, put your Zeppelin on Autopilot
We’ve updated the user permissions on Lead Zeppelin and thought you’d like to know. Continue reading Updated User Permissions
If you already have a Mailchimp account set up, or are thinking about one, now you don’t need to capture your leads and add them to your Mailchimp lists separately!
To set this up, you just need to head over to the APIs page in your Account Settings section. You can enter your Mailchimp API Key in the field there to get things started.
Continue reading Add contacts to Mailchimp and Lead Zeppelin with the same web form
We just added avatars to user accounts on Lead Zeppelin. Upload a picture of yourself via your profile edit screen and it will appear wherever you post a comment, on a lead, deal and on the dashboard.
Continue reading Perk up your threads with avatars
Last week Google reported on the SSL 3.0 fallback security vulnerability, aka POODLE (Padding Oracle on Downloaded Legacy Encryption).
We have since removed SSL 3.0 support on our servers to address this issue. You can always check our compliance and ratings via the Qualys SSL checker.
If you use web to lead forms with your Lead Zeppelin account, you may have noticed a change recently with how they are appearing in your lead’s profiles.
We’ve always prevented duplicate entry submissions (based on email address), by updating the previous submission’s entry with the new data coming in from your forms.
This is fine if a prospect/customer is submitting a request with newer information that should update or replace previous information they had used.
It becomes a problem if you have a form that’s used more than once by a prospect or customer like a quote or service request using custom fields instead of just the message field.
So now, if a submission comes in with an email match, we’ll preserve the original submission in the prospect’s profile and post the entire form entry as a note so you have a record for leads that might have made multiple submissions using the same email address.
If the lead or contact forms on your website aren’t wired up to Lead Zeppelin yet, you can point your developer to our Web-to-Lead Form documentation, or contact us, we’ll be glad to help!