Lead Zeppelin

As a follow up to last week’s post, we now are displaying lead owners (“assigned to”) on your lead list page. Now you can see at a glance who on your team is responsible for which leads!

Happy Halloween!

New features rolled out last Friday:

Exports

You can now export your leads and contacts by clicking the Export button on the main listing page. They will be exported as a CSV file for use in other applications.

Assigned Leads

A lead can now be assigned to another user in your account. You can do this by going in to Edit a lead and selecting a user under the Assign To dropdown menu. We’ll be adding other features soon to leverage this assignment, such as listing the owner on the main lead listing page, so everyone can quickly see who’s responsible for which leads.

It’s getting less expensive to communicate to your customers and contacts on a regular basis, especially with MailChimp’s new plan that lets you have 500 contacts for FREE and send out 3,000 emails a month.

Now you can send a simple email to your best customers and contacts at least once a month, letting them know what’s new with your company (comon’ there has to be at least ONE newsworthy thing?), while staying in touch and top of mind.

If you’re not doing any blogging, twittering or email marketing now for your company, I suggest you start with a simple blog and or a monthly email. Twittering is great too, especially for folks who can’t seem to churn out a longer blog post, but it takes a certain personality and strategy to make it worthwhile, let alone finding the time for yet another social media time sink.

If you’re in the services business, like our company cre8 is, we always have a project or two getting completed each month we can talk about and share some best practices derived from it. We can also talk about new technologies that may be relevant to decision-makers at small to medium-sized businesses.

The same on the product-side, like we have with Lead Zeppelin. Digital products, much like physical products, are always being updated, upgraded and improved. If it’s a slow month, product development-wise, you can always highlight how a customer is (successfully) using your product.

Chief Mechanic John has been busy these last few weeks!

Additional Users

Let your team help you close your leads by adding them to your account. Now you can keep track of who posted what note and when about a lead. Soon, you will have the ability to assign a lead to a user, so you can delegate some of your workload.

Enhanced Security

We’ve added an SSL certificate to our site, so you can begin logging in at https://www.leadzep.com. Having additional security after logging in will be a feature for paid plans only, when we officially launch.

Lead Sources

You can now add a source to your leads, such as Phone, Referral, Tradeshow, etc. If the lead has been entered automatically via your linked web form, it will display the name of your form as the source. You’ll see the Source field if you’re manually entering a lead, or can change an existing one by editing the lead.

Form Generation

You now have the ability to create your own basic forms that can be added to your website and various landing pages you may have. Click on the Forms tab to check it out. After defining the fields you’d like and their order, you can designate a confirmation email to be sent. When that’s all complete, you can cut and paste the generated code and give it to your friendly webmaster (for many of you, that’s us, cre8).

Other Business

We’ve applied for our merchant account and have recently added a Privacy Policy and Terms of Service page to the Lead Zeppelin site in preparation.

Thanks again for your suggestions and please let us know if you need any help using any of the new features.