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How do I schedule a follow up, meeting, or task for a lead?
Open the Lead Log for the lead from the Lead List page.
Click the Schedule tab.
Click Add new record.
Fill out the information for the follow up in the Add Appointment window.
In the Attendees box, check all users you would like to be assigned to this appointment.
Click the Save button. The appointment will be added to your schedule and any other attendees you may have selected.
What is the difference between a Lead Milestone and a Lead Status?
Milestones are tracked points that occur during the sales process. Each milestone that is triggered is stored in Blitz. The milestones that have been triggered for a lead can be seen on the Lead Log by clicking the “Show Milestones” check-box. Only the current status is stored for a lead. So anything that you wish to track should be made a milestone.
Does the Schedule in Blitz integrate with Outlook, Lotus Notes, or Google Calendar?
Outlook 2007+, Google Calendar, and Lotus Notes 8.5+ – The Blitz Schedule can be added as an external iCalendar feed to Outlook 2007 or later, Google Calendar, and Lotus Notes 8.5 or later.
You can also configure email reminders for your appointments. The email reminders can be sent to any email account.
Outlook web mail – Outlook web-mail does not support configuring external iCalenadar feeds.
How do I find a lead in Blitz?
There are several ways to find a lead. You can use the Quick Search in the upper right of most pages and search on part of the name, contact name, zip code, email, or phone number. You can also use the filter options on the lead list. Select “All Campaigns” or the campaign the lead is in and then click the “Show Filter Options”. You can then use any of the filter boxes to search for the lead.
What is a Quick Add?
The Blitz Sales Follow-Up software offers configurable Lead Log Quick Add’s. A Lead Log Quick Add allows you to quickly log notes and schedule follow ups without any manual entry. There will be a drop-down of all your Lead Log Quick Add’s on the Lead Log history screen. Just by selecting the option within the drop-down, the history will be entered and if configured, a scheduled follow up and an email reminder can be set.