Archive

Archive for March, 2009

Blitz Lead Management Software Release Notes 03/15/2009

March 15th, 2009

Export To Excel - Blitz Lead Management Software now allows you to export most data directly to Excel. Your Lead List, Neglected Leads, Lead Details, Lead Log, Campaigns, Audit Log, and Users can all be instantly exported by clicking the export to excel icon excel in the heading of each data grid. The export works with the full flexibility of the advanced features of each data grid. This allows you to take advantage of the column options feature, sorting, and filtering to allow you to export only the data you need or all of the data.

Export To Excel

Copy Campaign Settings - The “Copy Campaign Settings” screen can be accessed by selecting the copy campaign settings icon copy on the “Manage Campaign” screen. The “Copy Campaign Settings” screen allows you to copy all of the settings from a source campaign to a new campaign or existing campaign. This feature within the Blitz lead management software allows you to copy all of the settings, script, questions, custom column headings, default columns, user privacy settings, and email templates, from the selected source campaign to a selected target campaign or new campaign.

Copy Settings Link

Copy Campaign Settings

Support Requests - It is now easier than ever to provide feedback, create a support ticket, suggest a feature, report a bug or request a change in user licenses. The support link is now available at the top of every page in Blitz Lead Management Software next to the existing Help link. To send a request to support simply click the support link and select the appropriate request type and provide us with the details of the Support request.

Support Link

Support

Add User Blank Company - When you add a new user the default company is now set to blank by default. This was done to prevent users from being added to the default company by accident.

support Blitz Release Notes

Convert Excel File to CSV

March 1st, 2009

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 example spreadsheet.

Excel Document

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.

Save As 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.

CSV In Notepad

That’s it you have converted your Excel document to a CSV document.  This CSV file can  then be imported into the Blitz Lead Management Software system.

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Convert Spreadsheet to CSV

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