Lead Zeppelin

Some users have been asking about how to go about getting started with using Deals. Here are a couple quick points to get started using them effectively. (more…)

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.

We recently added filters to the Tasks section of Lead Zeppelin, now we’re back with more. In the event that you’ve accidentally checked off a task as completed, or are just lazy and want to recycle/reuse your tasks, you can get them back by accessing your task graveyard by filtering your tasks by completed to see them.

You’ll now see them in all their checked-off glory. To reinstate or reuse one, simply uncheck the task, and poof, it’s zapped back to your open tasks list.

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!