Blitz Lead Manager Blog - Blitz the competition

Archive for April, 2009

Blitz Release Notes

April 22, 2009

Release Notes 04/22/2009

 

Milestone Report - Do you need to know when a client or lead reached a milestone and which Blitz user set the milestone? The new Blitz Milestone Report will give you those answers.

The report can be ran for any date range. Just change the start and or end date and click the “Generate Report” button. The report contains the company, campaign, leads name, the user who set the milestone, milestone that was reached, and when the milestone was reached. This report allows you to group by, sort, and filter any of the columns so you can format the data exactly as you want. The report can be exported to Excel by clicking the excel icon in the report header.

Milestone Report

To Group the reports data by a column simply drag the column name up to the group by bar. This will refresh the the report with the data grouped around the selected group by column. Multiple group by columns can be selected.

Milestone Report Drag Columns

Milestone Report Grouped By Milestone

 

My Blitz - When you sign in you will no longer go straight to the Lead List you will see the My Blitz page. The page contains a quick look at the current status of Blitz lead manager. Easily see neglected leads, upcoming appointments, assigned leads and more. To get back to the My Blitz page click on the “My Blitz” link on the main menu. (Professional and Enterprise Editions Only)

The Blitz Setup Tasks Gadget lists tasks that need to be setup so Blitz can work for you. Each task gives you a link to setup the feature and a link to the features help documentation. Once a task has been completed it is removed from the list. Once all the tasks are completed the Blitz Setup Tasks Gadget is removed.
The Leads By Status Gadget list all the leads in the system by status. The View link takes you to the Lead Log screen filtered by the selected lead status. (Administrators Only)
The Upcoming Appointments Gadget lists all of the appointments you have on your schedule for the next seven days. To view your full schedule click the View your schedule link at the bottom of the gadget.
The Neglected Leads Gadget lists all of the leads that have been neglected.  The View link takes you to the Neglected Lead screen filtered by the selected user.
The Blitz Lead Manager Blog Gadget lists the last four entries from the Blitz Lead Manager Blog. The title of the blog entry takes you to the full blog article.
The Leads By Milestone Gadget lists all of the leads that currently have a milestone set. They are grouped by milestone. The View link takes you to the Lead List screen filtered by the selected milestone. (Administrators Only)
The Assigned Leads Gadget lists all of the leads that are currently assigned. The View link takes you to the Lead List screen filtered by the selected assigned user.

My Blitz

 

Blitz Release Notes

April 6, 2009

Release Notes 04/06/2009

Custom Lead Log Quick Adds - Blitz already provided you a way to quickly add notes to a lead. The new Lead Log Quick Adds screen takes that functionality to the next level. You can now setup quick adds for your company that can be used by any of your company’s users. The  quick adds allow you to specify the Log Type, update the Lead’s Status, set a Milestone, and optionally set a follow up appointment. All you have to do is select the desired quick add from the drop-down on the Lead Log.  The “Lead Log Quick Adds” screen can be accessed by selecting the “Lead Log Quick Adds” option in the Administration menu. The “Lead Log Quick Adds” screen shows you the current list of quick adds available. You also have the ability to add, edit, or delete quick adds.

Lead Log Quick Add

The Lead Log Quick Add drop-down is displayed at the top of the Lead Log history grid. To save a new Lead Log  Quick Add, simply select the desired option from the drop-down.

Lead Log Quick Add Dropdown

Copy Lead - Do you have more than one contact at a company? The new Copy Lead functionality on the Lead List can streamline adding the second contact. Simply click the Copy Lead icon  on the Lead List screen. This will open the Add new record section of the lead list. The new lead’s information is pre-filled with the selected leads information, excluding the lead name, contact name, phone number, phone extension, and email address.  Simply fill in the lead’s missing information and make any other necessary adjustments. Click the save button to save the new lead.

Lead List - Copy Lead

New Column Options Menu - The new Column Options menu allows you to specify the columns you want to see in one simple step. The old menu only had the ability to show or hide one column at a time. The new check-boxes menu will hide and show the columns you wish as you click on them. When you are done just click on another part of the page to close the menu.

New Column Options Menu

Enhanced Paging - Blitz’s paging has also been revamped throughout the entire application. You are now able to select a custom page size. For instance, if you want to see 50 leads per page just select it from the page size drop-down. Blitz’s new paging allows you to easily navigate to the end and beginning of a page as well.

New Blitz Paging

View Blitz License Count - Your company’s total number of licenses is now listed at the top of the Manage Users grid and Manage Companies Grid [Enterprise Edition].

Blitz User Licenses

Event Added To Your Schedule Email - When another Blitz user adds an appointment to your schedule you receive an email from Blitz Lead Manager with details of the appointment. If the appointment is setup for a specific lead it will now include the leads contact name in th email.

Manage Client Company Users [Enterprise Edition] - The Manage Companies screen now allows Enterprise Edition administrators the ability to configure their Client Companies maximum user count. In most cases you need to restrict the number of licenses that a client company can use, the new Max Users option allows you to specify the maximum number of users that the client company can have.

Manage Companies - Max Users

Appearance - Blitz Lead Manager’s overall appearance is changed slightly to improve the look and feel. The simplified  page design also improved Blitz’s overall performance.