Sunday Dec 27, 2015 by Eric in News

Task Reminder Emails

Just in time for your New Year’s resolution to close more leads, we’ve added a daily email reminder for your tasks that day. You can find this in your Profile > Preferences section. Just check the box to turn them off or on.


email task reminders


Monday Nov 2, 2015 by Eric in How To

5 Ways to Use Tags

In keeping with the tag theme this week, here are five ways you can start using tags in your CRM to help manage your leads:

  1. Region or Location
    You might have captured your lead’s address, city or state, but it may be handy tag them as Midwest, West Coast, or Non-US for example.

  2. Industry Influencers
    Is the lead a prominent expert in their field or vertical? Tag them as Influencer, Legal Expert, or Tech Guru to find them quickly.

  3. Industry Events or Sponsors
    Remember which contacts you met at last fall’s tech event by tagging them Techweek for example. Or keep track of event sponsors by tagging them as such.

  4. Partners
    Need someone to help close a deal? Tag these special folks as Partners, Agency or Affiliate.

  5. PR and Media
    When you need to get the word out, tag your media contacts appropriately. Also handy to add their Twitter handles in their profile too, for quick access later.


How do you use tags? Let us know in the comments!




Monday Nov 2, 2015 by Eric in News

Tidy up your tags

Have some of your sales reps gotten tag happy in your account, making tags not so helpful anymore? We’ve just added a Tag Manager to the Settings section to help with that.

You can now see all the tags in use in your account, as well as a count for each type they’re being used for. They’re also linked so you can quickly jump to one and see which leads, companies or deals are using that tag.

Continue reading Tidy up your tags

Sunday Nov 1, 2015 by Eric in News

Date Added

date added

We recently added Date Added to your people screens, so you can see when your contacts or leads were added to your Lead Zeppelin account. This can come in handy in seeing how old your leads are that you are still working.

You can also turn this field on in the main People tab so it shows up as a sortable column. Try using it to prioritize your older leads, when you’re working your list.

Sunday Jul 12, 2015 by Eric in Features

Prospect’s on the phone. Who’s got the deal details?

When you get a client or prospect on the phone you haven’t spoken to in a while, you want to quickly see their key info, and if they have anything in the pipeline.

On your person and company contacts pages, you’ll see a Deal Revenue box on the right sidebar. This clearly shows you the number and total value of any past deals with this contact, as well as any potential deals in the pipeline. Related deals are listed just below. Continue reading Prospect’s on the phone. Who’s got the deal details?

Thursday Jun 25, 2015 by Eric in How To, News

Prepare to Dock

When we first created Lead Zeppelin, it was to answer the needs of our clients at our agency, cre8. Everyone wanted something simple, basic and easy to use.

No one wanted something complicated to set up or configure. There were other CRMs out there, and even more choices today. But each one didn’t quite have a feature we needed, or had parts we didn’t like. Continue reading Prepare to Dock

Wednesday Jun 3, 2015 by Eric in Miscellaneous

Never forget a follow up again

With our Autopilot triggers, you can now auto-schedule follow up tasks when leads are entered, as well as when lead and deal statuses are changed.

And with our standard plan, you can limit lead access by sales agent, so they can only see their own assigned leads.

Step up your game from using Excel spreadsheets, post-its and email and move your sales team to the Lead Zeppelin.

Saturday Jan 31, 2015 by Eric in Features, News

Sales Managers, put your Zeppelin on Autopilot

If you find yourself repeating the same actions over and over like creating similar tasks when adding a lead or a deal, you’ll really like our latest feature, Autopilot.

With Autopilot, you can now trigger certain actions, like adding a task, firing off an email, or doing a callback request (in beta, contact us if you’d like to be in on it!).

autopilot set up

Continue reading Sales Managers, put your Zeppelin on Autopilot