Blitz Lead Manager’s Neglected Leads page displays all the leads that have become neglected. Navigate to the Leads Menu and choose Neglected Leads to view the page. In order for a lead to become neglected:

1. An appointment/event is made with the lead and added to the scheduler
2. The appointment occurs
3. The lead becomes “neglected” if no lead log update is made after the appointment occured

The last appointment date and last lead log date for the neglected lead are listed and by default the neglected leads/contacts are sorted by the number of days they have been neglected.

The neglected leads page provides a simple way for you to keep on top of follow ups and makes sure you keep the lead log updated with the latest happenings and scheduled events.

Keep in mind the neglected leads takes into consideration only the latest scheduled appointment with a lead, so if a lead is on the neglected list and another appointment is added to the schedule with that lead and that lead is effectively taken off the neglected list. A lead can also be taken off the neglected lead list if a lead log entry is made for that lead.

So you’ve taken the first step by opening a Blitz Lead Manager account — now take the next step and put it to use. Set up your users, campaigns, milestones, import your data and get Blitz working for you today.  Below is a list of tips to get Blitz configured and working for you in a few short minutes.

Setup Additional User Licenses (4 Steps)

1. Navigate to the Administration Menu -> Manage Users
2. Click the Add New Record button. (Top Right Corner of Grid)
3. Fill out the users information (The user will be required to change there password when they sign in the first time.)
4. Click the Save button and send the new user the login information

Setup A Campaign (4 Steps) (A Campaign is a grouping of leads or contacts)

The first time you sign in you will see the lead list. The lead list requires you to pick a campaign. Since you don’t have any campaigns configured you will need to set up that first campaign before yo can add a lead.

1. Navigate to the Administration Menu -> Manage Campaigns
2. Click the Add New Record button. (Top Right Corner of Grid)
3. Fill out the campaigns name and description
4. Click the Save button

You can now configure some of the advanced features of the campaign. Options include a script, permissions, questions, rename custom fields, and set default lead list columns. You can do this by clicking the campaign settings icon (hammer & wrench) for your new campaign. If you want to configure multiple campaigns in the same fashion you can click the copy campaign settings icon for the source campaign. You can then choose a target campaign and copy all of the source campaingn’s attributes.

Setup Lead Milestones (Specific Step in the Sales Process)

Add New Milestone

1. Navigate to the Administration Menu -> Lead Milestones (By Default two milestones are created, Contacted and Converted)
2. Click the Add New Record button. (Top Right Corner of Grid)
3. Fill out the milestone text and click the Save New Record button (Top Right Corner of Grid)

Edit/Re-Order Milestones

1. Select one or more rows to edit - [To select a single row for editing, click on the row. This will highlight the row.] [To select multiple rows for editing, you can either click on multiple rows while holding the Ctrl key down or drag an area of rows. If you wish to deselect a row, hold the Ctrl key down while clicking on a selected row.]
2. Click the Edit Selected button (Top Right Corner of Grid)
3. Now you can change the text or re-order any of the selected milestones.
4. Click the Update Selected button to Save your changes (Top Right Corner of Grid) [To cancel your changes without saving click the Cancel button]

Setup Opportunity Categories

1. Navigate to the Administration Menu -> Opportunity Categories
2. Click the Add New Record button. (Top Right Corner of Grid)
3. Fill out the Category Text. This is the value that will be shown in the category dropdown on opportunities.
4. Repeat Steps 2 and 3 to add more categories.

Add Leads and Contacts

Manually Add A Lead/Contact

1. Navigate to the Leads Menu -> Lead List
2. Select the campaign from the dropdown that the new lead is going to belong to
3. Click the Add New Record button (Top Right Corner of Grid)
4. Fill in the fields
5. Click the Save button
6. The Lead Log screen will open so you can save your initial lead log entry all in one step.

Import from CSV Spreadsheets

1. Navigate to the Administration Menu -> Import Leads
2. Browse to the CSV spreadsheet file that you want to import into the system.
3. Map the fields from the spreadsheet to the fields within the Blitz Lead Manager by dragging and dropping the columns from the your spreadsheet on the left to the appropriate Blitz fields.
4. Pick and existing campaign or Create a new campaign for which you want the leads to be imported into.
5. Finish by clicking Import Leads button. You should now receive confirmation that the leads were imported.