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.

Prospect’s on the phone. Who’s got the deal details?

Posted Sunday Jul 12, 2015 at 04:09pm by Eric in Features

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?