Blitz Lead Management Software Quick Start Guide
December 24th, 2009
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- Professional/Basic Edition users login screen
- If you forgot your password you can reset it using the Forgot Password link on the login screen.
Create Users
- Create additional users for your account.
- Add/Subtract user licenses.
Add Leads To Blitz
- Setup web lead integrations so leads automatically come into Blitz.
- Have your web leads auto assigned to your users.
- Have your web leads auto assigned to your users.
- Import a list of leads from CSV spreadsheet.
- Optionally Add a lead source for you file before importing.
- Convert Excel Spreadsheet Into CSV format.
- Does your file have separate first and last name columns?
- Optionally Add a lead source for you file before importing.
- Manually add a lead to a campaign.
- You will need to add a campaign before you can add the lead
- Optionally Add a lead source for your lead before adding.
- You will need to add a campaign before you can add the lead
Searching For Leads
- You can search for leads using the Quick Search or Lead List filters.
Record Activity
- Edit details of a lead.
- Add History to a lead.
- Create a sales opportunity for a lead.
- Send an Email to Lead/Schedule a follow up for a lead.
Training
- Every page contains links to
- Support Link - Ask a question or report an issue with Blitz
- Help Link - Text based instructions on each page
- BlitzTV Link - Links to videos that are related to the page you are on.
- Watch recorded web presentations.
- Schedule one on one web presentation training session.
FAQ/Terminology
- What is a Neglected Lead?
- A Neglected Lead is a lead that has a scheduled follow up that has passed and no history has been added to the lead. To remove a neglected lead from the list, simply add history to the lead.
- A Neglected Lead is a lead that has a scheduled follow up that has passed and no history has been added to the lead. To remove a neglected lead from the list, simply add history to the lead.
- What is an Opportunity?
- An Opportunity is sales opportunity. You would create a sales opportunity to track your sales pipeline and apply a dollar value to a lead.
- An Opportunity is sales opportunity. You would create a sales opportunity to track your sales pipeline and apply a dollar value to a lead.
- How do I add a Lead?
- You can manually add leads, import lists of leads and have our integration partners add the lead to your account. See the Add Leads To Blitz section.
- How do I schedule a follow up, meeting, or task for a lead?
- Open the Lead Log for the lead from the Lead List page.
- Click the Schedule tab.
- Click Add new record.
- Fill out the information for the follow up in the Add Appointment window.
- In the Attendees box, check all users you would like to be assigned to this appointment.
- Click the Save button. The appointment will be added to your schedule and any other attendees you may have selected.
- What is the difference between a Lead Milestone and a Lead Status?
- Milestones are tracked points that occur during the sales process. Each milestone that is triggered is stored in Blitz. The milestones that have been triggered for a lead can be seen on the Lead Log by clicking the “Show Milestones” check-box. Only the current status is stored for a lead. So anything that you wish to track should be made a milestone.
- Does the Schedule in Blitz integrate with Outlook, Lotus Notes, or Google Calendar?
- Outlook 2007+ and Lotus Notes 8.5+ - The Blitz Schedule can be added as an external iCalendar feed to Outlook 2007 or later and Lotus Notes 8.5 or later.
- You can also configure email reminders for your appointments. The email reminders can be sent to any email account.
- Outlook web mail - Outlook web-mail does not support configuring external iCalenadar feeds.
- Google Calendar - Google Calendar does not support secure (https URL) iCalendar feeds.
- Outlook 2007+ and Lotus Notes 8.5+ - The Blitz Schedule can be added as an external iCalendar feed to Outlook 2007 or later and Lotus Notes 8.5 or later.
- How do I find a lead in Blitz?
- There are several ways to find a lead. You can use the Quick Search in the upper right of most pages and search on part of the name, contact name, zip code, email, or phone number. You can also use the filter options on the lead list. Select “All Campaigns” or the campaign the lead is in and then click the “Show Filter Options”. You can then use any of the filter boxes to search for the lead.
- There are several ways to find a lead. You can use the Quick Search in the upper right of most pages and search on part of the name, contact name, zip code, email, or phone number. You can also use the filter options on the lead list. Select “All Campaigns” or the campaign the lead is in and then click the “Show Filter Options”. You can then use any of the filter boxes to search for the lead.
- What is a Quick Add?
- The Blitz lead management software offers configurable Lead Log Quick Add’s. A Lead Log Quick Add allows you to quickly log notes and schedule follow ups without any manual entry. There will be a drop-down of all your Lead Log Quick Add’s on the Lead Log history screen. Just by selecting the option within the drop-down, the history will be entered and if configured, a scheduled follow up and an email reminder can be set.
- The Blitz lead management software offers configurable Lead Log Quick Add’s. A Lead Log Quick Add allows you to quickly log notes and schedule follow ups without any manual entry. There will be a drop-down of all your Lead Log Quick Add’s on the Lead Log history screen. Just by selecting the option within the drop-down, the history will be entered and if configured, a scheduled follow up and an email reminder can be set.
