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
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!).
We’ve updated the user permissions on Lead Zeppelin and thought you’d like to know. Continue reading Updated User Permissions
We just added avatars to user accounts on Lead Zeppelin. Upload a picture of yourself via your profile edit screen and it will appear wherever you post a comment, on a lead, deal and on the dashboard.
If you use web to lead forms with your Lead Zeppelin account, you may have noticed a change recently with how they are appearing in your lead’s profiles.
We’ve always prevented duplicate entry submissions (based on email address), by updating the previous submission’s entry with the new data coming in from your forms.
This is fine if a prospect/customer is submitting a request with newer information that should update or replace previous information they had used.
It becomes a problem if you have a form that’s used more than once by a prospect or customer like a quote or service request using custom fields instead of just the message field.
So now, if a submission comes in with an email match, we’ll preserve the original submission in the prospect’s profile and post the entire form entry as a note so you have a record for leads that might have made multiple submissions using the same email address.
Hey Zeppelin Fans, we wanted to share an update for those of you using our web to lead form capture feature. Now, you can add variables to your confirmation emails!
Now you can make that confirmation email a little bit more personal, by including bits of information you collected from your prospects and leads.
Need help setting up a lead gen form or your confirmation emails? Contact us!
We just recently updated some new features and permissions you might want know about.
When we rolled out the new People tab a few weeks ago, consolidating the leads and contacts tab, we spun off a new ‘type’ category for your People, called Customer. So now, you can classify a person as a Customer, Lead or a Contact. Continue reading Updated Permissions