Lead Zeppelin

For your convenience, we’ve now added the ability to export your filtered lead lists. (more…)

PRM? Yes, Partner Relationship Management. We’re in the CRM, customer relationship management, business here, but PRM is decidedly a B2B (business-to-business) function.

As you might have already seen, we’ve rolled out the ability to only show users leads that have been assigned to them. But what about vendors you may refer to business to? You want to share leads with them, but keep them at “arms length”? PRM may be the solution for you.

We’re testing this new functionality for users at the Max level presently. Your partners would need Lead Zeppelin accounts of their own to receive “shared” leads.

If this sounds like something of interest to your organization, please contact us and we’ll set your account up.

This has been one of our most popular requests. We’ve had the ability to assign a lead to another user for awhile, but our customers have been asking to create permissions so that your users can only see the leads assigned to them. Now you can, by editing your user’s Permissions:

Checking Assigned Leads will filter what your users’ see, only showing them leads (as well as associated tasks and files) that they have been assigned.

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!

We’re excited to let you know that we just updated the Add Lead screen so that you can assign a lead to a member on your team while you’re entering a lead.

And, you can also elect to notify them by email that they’ve been assigned this new lead (a popular request).

We hope you like it!

We’re excited to announce that our web-to-lead forms now allow for file uploads! To add this great feature, just go to your Forms tab and edit an existing form of yours or create a new one to add the field.

You’ll see a new option at the bottom of the Available Fields list, File Upload (paid accounts only). When you Add it to Your Fields, you’ll have the option of naming the field.

After your form changes are complete, click Preview Form, click Save and Get the Code and paste the code into your favorite website.

After your visitors have filled out your form, the entry will show up in your Leads with the uploaded file showing up in the note.

Form uploads are limited to 2MB each and the following file types are supported:
aac, au, avi, bmp, css, csv, doc, docx, gif, gz, htm, html, jpeg, jpg, mp3, mp4, mpeg, mpg, pdf, png, psd, rar, rtf, sitx, tar, tgz, tif, tiff, txt, wav, wmv, xls, xlsx, z, zip

We hope you like this new feature. Let us know what you think!

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!

Last week we rolled out a much needed function to our Leads and Deals list screens. Filters! Yep, now you can select what lead or deals you’d like to see based on their status. And not by only one either, you can filter by multiple status.

Bonus: For some quick stats, a current count of how many records exist will be shown after each status as a type.

“Rocking! I really like it.”
- Cliff H.

We just added Deals this past weekend to Lead Zeppelin. What’s the difference between Leads and Deals? Well, Deals may not be for everyone, it really depends on your business.

You see, some online CRM apps have Deals (aka Opportunities) and others have Leads, and some have both. Now, if you’re a financial advisor, for example, you may just need to use Leads, and mark them as Customer or convert them to a Contact once you’ve closed them.

On the other hand, if you’re a contractor and find yourself submitting bids to customers more than once, you may want to use Deals. You’re really trying to sell the project, or Deal, to the person (a Contact). Even in this scenario, you’d probably want to qualify a lead first (making them a Contact), before you’d write a proposal for a project for them. Make sense?

We do want to keep Lead Zeppelin as simple as possible, but we felt that Deals were an important inclusion for some of our customer types. Please, let us know what you think in the comments.