Workflow On/Off Toggle Switch Administrators are now able to turn approved Workflows on or off from Administration > Workflows using a toggle switch. If a Workflow is still pending approval, the toggle switch will be disabled with a question mark icon that provides...
Read MoreBlitz Sales Follow-Up Software Release Notes 6/29/2015
Workflow Trigger Blitz has updated Workflow to support appointments added to users’ schedules the same day a new web lead drops into Blitz. The appointment(s) are triggered when the new lead is auto assigned If the lead is added to Blitz after the specified...
Read MoreBlitz Sales Follow-Up Software Release Notes 3/7/2013
Tagging Blitz Sales Follow-Up Software has added a new feature to help businesses better organize their leads by tagging. This is similar to tagging in blogs, twitter, etc. and allows businesses to group leads by any criteria they choose (e.g. “Monoline...
Read MoreBlitz Sales Follow-Up Software Release Notes 6/18/2012
Automatic Robo-Agent First Impressions Re-quote Blitz Sales Follow-Up Software has added a new Workflow action that automatically sends leads to First Impressions to be re-quoted. Once the lead is successfully re-quoted, the lead will receive an email from First...
Read MoreBlitz Sales Follow-Up Software Release Notes 3/20/2012
With Blitz’s Workflow add-on you can automatically send emails, schedule follow-up appointments, automatically increment contract dates that have passed, and more. When you add Workflows, a series of actions can be set up to occur automatically and can be...
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