New Deal Stats

Posted Tuesday Oct 18, 2016 at 11:39pm by Eric in Features, News

We like to stick to basics around here, but some Zeppelin fans have asked for some more stats on your deals, and we listened!

We’ve added Average Days to Close to your Deals page, as well as Probability % to your individual deals.

Continue reading New Deal Stats

Control lead access with our new Follower feature

Posted Monday Sep 19, 2016 at 02:39pm by Eric in News

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.

 

New Follower Feature

 

IP Address Tracking added to Docking API

Posted Wednesday Jun 15, 2016 at 12:46pm by Eric in News

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.

 

IP Address Tracking

Task Reminder Emails

Posted Sunday Dec 27, 2015 at 04:43pm by Eric in News

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.

 

email task reminders

 

5 Ways to Use Tags

Posted Monday Nov 2, 2015 at 03:14pm by Eric in How To

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:

  1. 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.

  2. 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.

  3. 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.

  4. Partners
    Need someone to help close a deal? Tag these special folks as Partners, Agency or Affiliate.

  5. 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!

 

 

 

Tidy up your tags

Posted Monday Nov 2, 2015 at 02:52pm by Eric in News

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

Date Added

Posted Sunday Nov 1, 2015 at 04:16pm by Eric in News

date added

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.