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Enhanced Lead Distribution

  • The lead distribution has been enhanced to provide more powerful tools in distribution and re-assignment of leads.
  • Assign Leads by Campaign has been enhanced to allow percentages to be defined to each user that is to receive leads.
Select a Campaign: Leads can be distributed by campaign. The campaign dropdown allows you to specify the campaign you wish to distribute leads from. When you select a campaign Blitz Lead Manager will retrieve details about that campaign and display them below the dropdow. The details include Total Leads, Assigned Leads, and Unassigned Leads.
Select Users to Receive Leads:Users that have permission to view the selected campaign appear in the Select Users list. Select the users you would like to assign leads to.
Assigning Percentages to Selected Users: After selecting the users to be assigned leads, you must assign each of them a percentage of the leads to be distributed. Total percentage must equal 100%, and you progress to 100% can be seen in meter to the right. If you go over 100%, the last amount entered will be automatically adjusted so that the total equals 100%.
Which Leads to Include: The Include dropdown allows you to distribute only unassigned leads or to distribute all leads. The number of leads affected by each choice is in parenthesis.
Lead Distribution By Campaign
  • Redistribute Leads by User

Select the User who’s leads are going to redistributed: The user dropdown allows you to specify the user you wish to redistribute leads from. The number of leads assigned to each user is shown in parenthesis.

Select a Campaign: The number of leads assigned to the selected user in each campaign is displayed in parenthesis.

Leads to Redistribute: This dropdown contains categories of leads to redistribute.

Neglected Leads: The number of neglected leads is displayed in parenthesis.

New Leads Over 7 Days Old: After selecting this option, you must specify the number of days since the last log date (default is 7). The number of leads falling under this category are displayed in parenthesis.

Abandoned Leads:  After selecting this option, you must specify the number of days since the last log date (default is 7) and which statuses to include in the redistribution.

All Leads: This selects all leads assigned to the selected user in the selected campaign.

Leads to be Redistributed: This checkbox list contains all of the leads meeting the criteria defined above. Every checked lead will be redistributed (all checked by default).

Select Users to Receive Redistributed Leads: Users that have permission to view the selected campaign appear in the Select Users list. Select the users you would like to assign leads to.

Assigning Percentages to Selected Users: After selecting the users to be assigned leads, you must assign each of them a percentage of the leads to be distributed. Total percentage must equal 100%, and you progress to 100% can be seen in meter to the right. If you go over 100%, the last amount entered will be automatically adjusted so that the total equals 100%.

Lead Redistribution By User

Campaign Lead History

  • Blitz now supports the ability to add a history record to every lead in a campaign. This includes optionally setting a status and milestone.

Campaign Lead History

 

Enhanced International Lead Support

  • International leads are now fully supported

Enhanced Lead Import

  • Does your .csv spreadsheet contain a first name and last name in different columns? Blitz will now concatenate the first name and last name for you during import. Just drag the first name and last name into either the Lead Name field or Contact Name.
  • Importing into existing campaigns has been enhanced to allow you view custom column names and identifies drop-down columns.
  • Enhanced error messages
  • Enhanced state and country support. Blitz Sales Follow-Up Software now accepts either a valid state/country abbreviation or the state/country  spelled out.