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Archive for September 23rd, 2009

Blitz Lead Management Software Release Notes 9/23/2009

September 23rd, 2009

Schedule Enhancements

  • Appointments can now be added to another user’s schedule within the Blitz lead management software without adding it to your schedule. While adding the appointment un-check your name from attendees list.
  • Add an appointment while looking at another users schedule. In the past other user’s schedules have been read-only. Now, you have the option to add an appointment directly to another user’s schedule the same you way you would add one to your own.
  • All appointments on your schedule are now editable. In the past shared appointments you did not create and appointments in the past were not editable. Now, you can edit and delete past appointments on your schedule as well as any other appointments you created for other users. Appointments you cannot edit or delete are marked with the Lock icon.
  • You can now edit appointments that other users create on your schedule. Note that the appointment will be updated for all attendees and the attendees within Blitz Lead Manager.

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Importing First Name/Last Name Columns In Blitz Lead Management Software

September 23rd, 2009

Does your Excel csv spreadsheet contain a first name and last name in different columns? The Blitz lead management software will 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.

To map your names as John Doe, make sure the first name column appears as the first field in the Lead Name or Contact Name box.

To map your names as Doe, John, make sure the last name column appears as the first field in the Lead Name or Contact Name box.

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Importing

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