Lead Statuses
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Lead statuses can be configured for your Blitz lead management software edition. The default status is the status that each lead is assigned when it is created. The default status cannot be deleted.
The “Lead Statuses” screen can be accessed by selecting the “Lead Statuses” option, sub-menu of the Administration menu. You can view, add, edit, or delete statuses.
Create a Status
To Create a new Status, click the “Add New Record” icon. This will open a new section on the screen that allows you to add the status text for the new status. To create the status click the green check button. To cancel the status creation, click the “Cancel” red x button.
Edit a Status
To Edit a Status, click the pencil icon. This will allow you to update the status text of the Status that you selected. Click the green check button to save the changes that you have made. To cancel the status update, click the red x cancel button.
Delete Status
To Delete a Status, click the “Delete” trash can icon. This function will permanently delete the Status. Only statuses that are not currently in use can be deleted. Once a lead log entry has been added that uses the status it may not be deleted. Statuses that are used with Leads, Lead Log History entries, Quick Adds, and Lead Log Notifications will prevent you from deleting a status.
Customize Lead Log Types
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Lead Log Types can be configured for your Blitz lead management software edition. The “Used for sent emails” log type is the log type that is used by Blitz when an email is logged to log history. The “Used for sent emails” log type cannot be deleted. The “Lead Log Types” screen can be accessed by selecting the “Lead Log Types” option, sub-menu of the Administration menu. You can view, add, edit, or delete log types.
Create a Log Type
To Create a new Log Type, click the “Add New Record” icon. This will open a new section on the screen that allows you to add the log type text for the new log type. To create the log type click the green check button. To cancel the log type creation, click the “Cancel” red x button.
Edit a Log Type
To Edit a Log Type, click the pencil icon. This will allow you to update the status text of the log type that you selected. Click the green check button to save the changes that you have made. To cancel the log type update, click the red x cancel button.
Delete Log Type
To Delete a Log Type, click the “Delete” trash can icon. This function will permanently delete the log type. Only log types that are not currently in use can be deleted. Once a lead log entry has been added that uses the log type it may not be deleted. Log types that are in use by Lead Log History entries and Quick Adds will be prevented will not be deleted.
My Profile - Enhanced Lead Log History Notifications
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Lead log history notifications have been enhanced to allow you to refine your preference so you only get emails when you want them. You can configure your user preference on the My Profile screen. Below is a description of each of the five new fields.
Enable Lead Log Notifications: If you enable lead log notifications Blitz will send you emails to the Blitz configured email address when lead log history entries are added and they meet your notification settings.
Notify Me About: The first notification preference allows you to define a high level of when you want to receive emails. [N/A for Enterprise Parent Company]
- All New Log History Entries - Any time a lead log history record is added you will receive a notification.
- Leads Assigned To My Company - Any time a lead log history record is added and the lead is assigned to your company then you will receive a lead log notification email.
- Leads Assigned To Me - Any time a lead log history record is added and the lead is assigned to you then you will receive a lead log notification email.
- Other options: Select a specific status and/or milestone to further refine your notification preference.
Notify Me When Status Is: To further refine your notification preference you can select a lead status. [N/A for Enterprise Parent Company]
- When you select a specific status, you will only be notified when the lead meets the notify me about, notify status and notify milestone.
- Choose the Any Status option if you don’t care what status the lead is in. You will then receive notifications when the lead meets the notify me about and milestone options.
Notify Me When Milestone Is: To further refine your notification preference you can select a lead milestone.
- When you select a specific milestone, you will only be notified when the lead meets the notify me about, notify status and notify milestone.
- Choose the Any Milestone option if you don’t care what milestone is assigned to the lead. You will then receive notifications when the lead meets the notify me about and status options.
Notify Me Of My Updates: Do you want notified of your own updates? Select this option if you want to receive notifications of your own updates.
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