Sunday Sep 15, 2013 by Eric in Features, News

People Have Arrived

We’d like to let you know about some recent changes to the Lead Zeppelin site, if you haven’t noticed already.

New People tab and filtersNew People Tab
The Contact and Lead tabs have been combined into a new tab called People. When clicking over to the new People tab, you’ll notice a few things. You can quickly access your leads or contacts as you previously have, by simply checking their box in the Type section in the filters.

We’ve also added a new type for Customer, so you can now convert or move your leads to a customer after you’ve closed them to continue to service them in Lead Zeppelin, while preserving any information gathered during the sales process.
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