Lead Zeppelin

For our overseas travelers, we’ve added the ability to edit your Currency preference on the Account Overview Screen. (more…)

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.

Our service mark registration came in the mail today for 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

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.

Its easy to add a task from a lead or a deal, but until now, its been difficult to clearly see who’s doing what.

We’ve just added some filters to the main Tasks page that let you sort tasks by who they were assigned to. And, your tasks can be filtered by upcoming and completed too, so you can see what got completed as well.

We hope you like these changes. Have something you’d like added to your Zeppelin? Let us know!

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!