Lead Zeppelin

Looking for a way to see all the companies that you do business with? Look no more! Click on the Contacts tab and there on the right sidebar, you’ll see a link to View Company Directory

If you’ve specified a Company for any of your leads or contacts, they’ll show up here. You can manage company-level information on their company screen, as well as notes, attachments and files, just like you do for your contacts and leads.

Any and all people that you’ve associated to a particular company will be listed and linked on the right sidebar of the company profile screen.

Coming soon: ability to associate a Deal to a Company

This is BIG! We just rolled out the ability to add custom fields last night. There is still some tweaking to be done, but you can now add your fields for your leads and contacts!

You can access the field manager by going in to add or edit a lead or contact. Look for the link on the right sidebar. Below is a quick video showing how you can add a field. Give it a try!

Yep, you can import your contacts now into Lead Zeppelin without having to subject them to TSA x-rays.

For best results, having your list in a Outlook CSV format works best. If you have a simple list that only contains a few columns of information, like name, email and phone number… you just need to make sure your column names sync with ours. Check out our template here.

Importing your contacts comes in super handy when you’re adding deals, so you can associate a deal to an existing contact. You haven’t seen deals yet? You’ve been missing out!

If you’ve been storing away your leads in an excel file, why not upload them into your Zeppelin so you can start adding tasks, notes and files and getting them closed? Back from a trade show? Upload them leads!

We’ve added a category for Companies to the Lead Zeppelin CRM. Now, you can add information for your contact’s and lead’s companies. People can be associated to a Company and will be listed along the right sidebar.

What’s more, you can add notes, attach files and add tasks for a Company, just like you do for Leads and Contacts!