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Blitz Lead Manager Blog - Blitz the competition

Archive for September, 2009

Blitz Release Notes

September 23, 2009

Release Notes 9/23/2009

Schedule Enhancements

  • Appointments can now be added to another user’s schedule without adding it to your schedule. While adding the appointment un-check your name from attendees list.
  • Add an appointment while looking at another users schedule. In the past other user’s schedules have been read-only. Now, you have the option to add an appointment directly to another user’s schedule the same you way you would add one to your own.
  • All appointments on your schedule are now editable. In the past shared appointments you did not create and appointments in the past were not editable. Now, you can edit and delete past appointments on your schedule as well as any other appointments you created for other users. Appointments you cannot edit or delete are marked with the Lock icon.
  • You can now edit appointments that other users create on your schedule. Note that the appointment will be updated for all attendees and the attendees.

Tips

Importing First Name/Last Name Columns

Updating First and Last Name Columns

When you have a spreadsheet that contains a first name and a last name, how can that be mapped to the “Name” field or “Contact Name” field within Blitz Lead Manager?  The solution is to create a new field (ex. Full Name) within your spreadsheet before you try the upload.

For example, if you have the spreadsheet and column A “first name” and column B is “last name”, here is how you would proceed:

  • Open spreadsheet
  • You can insert a new column “C” and call it “Full Name”
  • Go to the C2 cell and enter this exact formula: =CONCATENATE(A2,” “,B2)
  • Copy the formula (cell C2) down under column “C” (all rows).
  • Save the file

Now you can continue with the import process and use the Full Name column to map to the Lead Name or Contact Name within Blitz Lead Manager.

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