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.

Instructions for Outlook 2007

To add Blitz’s iCal feed to Outlook 2007, follow these simple steps:

• In Blitz, enable the public iCal feed and obtain the URL from your My Profile.

• Copy the URL by highlighting it and entering control-C or clicking the copy command in your web browser.
• From your Outlook 2007 Calendar menu, select “Tools”, then “Account Settings”.
• Select the Internet Calendars Tab and click the “New” button

• Paste the URL you copied in step #2 into the box.  Enter control-V or click the paste command and click “Add”.
• A “Subscription Options” box will be displayed. You have the option here to change the display name for your calendar and/or add a description

• Click OK
• Expand the “Other Calendars” section in your navigation pane and select the name of the calendar you just setup to view your Blitz schedule. Use the arrows on your calendar tabs to merge/separate your Blitz calendar with your standard Outlook calendar.

Sample Setup Instructions for Lotus Notes 8.5

To add an iCal feed in Lotus Notes 8.5, follow these steps:

• In Blitz, enable the public iCal feed and obtain the URL from your My Profile.
• Copy the URL by highlighting it and entering control-C or clicking the copy command in your web browser.
• Go to Lotus Notes and in the Views panel of the calendar navigator, click My Calendars and then click Add a Calendar.



• In the following “Add a Calendar” dialog box, select the “add” dropdown and choose “iCalendar feed.”



• Click into the “URL” field and paste the URL you previously copied from your My Profile (control-V or the paste command in your web browser).
• Enter Blitz Schedule or some other label you prefer into the “label” field.
• Set any other options you wish and then click the “OK” button to complete the setup.

CSV, or comma-separated-values, files are native Excel file formats.  Excel can open and read CSV files without any special converters.  Below is an exampl spreadsheet.

In order to create a CSV file, change the “Save as type” box in the Save As dialog box. From the File menu, choose Save As and change the type to CSV.

Excel will give you a warning message that some features cannot be saved.  Since CSV is a text-only format, you don’t get anything fancy when you save under this method, just the raw data.   Here’s what the file looks like in Notepad after it’s been saved.

Thats it you have converted your Excel document to a CSV document.

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.