Pending Opportunities - See a breakdown of the pending opportunities that are set to close during the date range specified. The projected value is the opportunity value x chance to win. So if you have an opportunity worth $50.00 that has a 50% chance to win, it’s projected value would be $25.00.
- Opportunity Projections By Type - Shows the count and projected sum of the pending opportunities broken down by the type. (Ex. One Time, Monthly, etc.)
- Opportunity Projections By Category - Shows the count and projected sum of the pending opportunities broken down by opportunity category.
- Opportunity Projections By User - Shows the count and projected sum of the pending opportunities broken down by the assigned to user.
Milestone Report
Three new columns have been added to the milestone report.
- Time To Reach - The amount of time since the lead was created until the milestone was reached.
- Time At Milestone - The amount of time spent at the milestone. If the milestone is the current milestone for the lead, it will show the same value as the Time Since Reached.
- Time Since Reached - The amount of time that has elapsed between the time the milestone was reached and now.
support Blitz Release Notes
Lead Log - Next & Previous Lead
Links have been added to the Lead Log to allow you to quickly go to the next or previous lead in the list. If you come to the lead log from the Lead List or Neglected Leads screens you will be able to page to the next or previous lead in the list. If you are at the beginning of a page you will only have the next option. If you are at the end, you will only see the previous option. Once you reach the end of the page, close the lead log and use the paging options to move to the next or previous page of the lead list or neglected leads.
Dashboard - Lead Log History Activity - Additional Drill Down options
New graphs have been added to the Lead Log History Activity dashboard. When you select Log Entries By User, you will now be able to drill into a user and see the entries that the user has added by type. When you select Log Entries By Type you can now drill into a type and see the history broken down by by user.
support Blitz Release Notes
Lead Quick Look
The new Lead Quick Look within the Blitz Lead Management Software allows you take a quick look at a lead’s last history entry entered, a summary of opportunities, and upcoming schedule. To view the Lead Quick Look click the 
icon to the left of the lead’s name. The Lead Quick Look will then load to the right. Click the headings to expand the quick look section. The default section is the lead’s last history entry.
support Blitz Release Notes
Lead Source
Lead Source has been added as an option for each lead in the Blitz lead management software. There is a new configuration screen for managing the lead sources. (Administration -> Lead Sources)
Adding/Updating Leads - The lead source can be specified when adding a lead from the lead list, importing leads, or mobile add lead screens. The source can be updated from the lead log or mobile update page.
New My Blitz Gadget- The My Blitz has a new gadget that breaks down leads by lead source. There is also the option to view the breakdown for a single campaign.
Updated Opportunities Gadgets - The Won, Lost, and Pending gadgets have had a new lead source section added so that you can view your opportunities broken down by lead source.
Miscellaneous - The lead source was also added as a column on the lead list, opportunities list, and milestone report. So each of these pages can be filtered/sorted based on the lead’s current source.
My Blitz
On top of the new lead source updates, the opportunities gadgets have been changed so that they reference what has occurred this month and last month. The old “Past Month” opportunity breakdowns have been replaced by “This Month” and “Last Month” breakdowns. This will allow you to track opportunity progress based on month from the My Blitz page.
A new pending breakdown has also been added. The “Still Pending And The Estimated Close Date Has Passed” breakdown will show you all opportunities that have passed their estimated close date. This is useful to make sure that opportunities are being updated in a timely manner and they don’t get left in a pending status beyond the date that they were closed. (This will only work for opportunities that have a defined Estimated Close Date”)
Related BlitzTv Videos
Lead Sources, My Blitz
support Blitz Release Notes
Enterprise Edition Defaults
Company’s are now easier than ever to configure within the Blitz lead management software. Just setup defaults for Statuses, Milestones, Log Types, Quick Adds, and Opportunity Categories and those values will be used when creating a new company.
Quick Assign Auto-Logging
Now, whenever you use the Quick Assign drop-down on the Lead Log history tab, a log entry will automatically be created that indicates that you just Quick Assigned the lead.
Lead’s Website field
The lead’s website can now be up to 255 characters long.
support Blitz Release Notes
10 New Custom Columns
Lead List/Import Leads/Lead Log Details/Campaign Settings/API - 10 new custom columns have been added to the Blitz lead management software. If you had more data than custom columns, now you can take advantage of 10 more custom columns. The 10 new custom columns will behave like the previous 10. You can rename, make them drop-downs, or now even dates.
Custom Date Columns
All 20 custom columns can now be text boxes, drop-downs, or now dates. By making a custom column a date only field, you limit the values that can be in that field to a single date and all searching a filtering will be based on date values.
Administrators can configure the custom columns by:
- Navigate to the Adminstration -> Manage Campaigns screen
- Select the Campaign Settings (
) icon for the campaign you wish to edit
- Go to the Custom Column Types Screen
- Edit the custom column by clicking the pencil icon
- Check the Date column check-box and save. Note: Any data you had in that column that was not a date will no longer be shown and potentially will be overwritten if you update the lead.
Campaign Settings Tab Layout
The campaign settings administration screen has been moved to a tab layout. So you no longer have to scroll down the screen to update your custom column settings. Also, the drop-down configuration settings have been moved into this screen so that all of your campaign settings are located on one page. The drop-down configuration is now under the Custom Column Types tab.
Blitz Files - Total File Size
You can see the total file size of all files that are stored in Blitz Lead Manager at the footer of the Blitz Files list.
Merge Lead From Lead Log
You can now merge a lead into another campaign without leaving the lead log screen. At the top of the screen next to the Blitz Tv link you will see the Merge icon. Click the icon to open the Merge Lead page, select the target campaign and merge the lead.
Manage Campaigns
A new column has been added to the manage campaigns screen that displays the number of leads that are in the campaign.
support Blitz Release Notes
New Filtering Options on My Blitz
Enterprise Admins can now filter results by company with the Blitz Lead Management Software. The new drop-down allows you to change the gadgets to only display opportunities, statuses, milestones, and assigned to user for a specific company.
Professional Admins can now filter statuses, milestones, and assigned to user by campaign. Just select the campaign you want to filter on in the gadget you want filtered.
Changed Requirements to Delete Milestones, Statuses and Log History Types
In the past if you had used a milestone, log history type or status you could not delete it. With this release you can now remove any milestones, statuses and log types as long as they are not being used for a quick add. You can easily delete or modify any quick adds that are causing an in use error. Also, Converted and Contacted milestones are now fully editable within Blitz Lead Manager.
Lead Quick Search Result Columns
Contact Name and Phone Number are now included as default columns when doing a Lead Quick Search.
Lead Log History List Report
The lead’s Phone Number and Email Address are now included on the report.
support Blitz Release Notes
Blitz Mobile (Enterprise and Professional Editions)
With the mobile edition of the Blitz Lead Management Software you can:
- Search for leads by Name, Contact Name, Phone, Email Address or Zip Code
- Update and Edit Existing Leads
- View and Add History for a specific lead
- Add an Appointment to your Schedule for a Lead
- Add a New Lead and easily add history or an appointment for the new lead
- View your schedule
- Add an Appointment to your schedule
To access Blitz Mobile add a /m/ to your regular login URL.
A link to the mobile login is also on the regular login page as well.
For Professional Edition the login is: https://www.blitzleadmanager.com/login/m/
For Enterprise Editions the login will vary based on your Enterprise Name:
https://www.blitzleadmanager.com/[EnterpriseName]/m/
See Blitz Mobile in Action on 
support Blitz Release Notes
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.
- 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%.
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.
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 Lead Manager 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 Lead Management Software now accepts either a valid state/country abbreviation or the state/country spelled out.
support Blitz Release Notes
Lead Log
- The lead log has been enhanced within the Blitz lead management software to provide a simpler interface and to speed up the adding of lead history.
- Each section of the lead log is now displayed as it’s own tab. The four sections of the former lead log, Details, History, Opportunities, and Files, have become the first four tabs. Three other features have also been moved/added to the lead log, Directions, Send Email, and Lead Schedule.
- Details Tab - The Details tab allows you to edit any of the leads information.
- History Tab - The History tab allows you to add notes and update the lead’s milestone, status, and assigned to user.
- Opportunities Tab - The Opportunities tab allows you to add and update the opportunities that are associated with the lead.
- Files Tab - The Files tab allows you to attach a file to the lead.
- Directions Tab - The Directions tab contains turn by turn directions from your office to the lead’s address.
- Send Email Tab - The Send Email tab allows you to send an email to the lead.
- Schedule Tab - The Schedule tab shows the upcoming schedule for the lead and allows you to add an appointment to your schedule or another user’s schedule for the lead.
- Quick Assign - Leads can now be assigned to a user at your company by selecting he/she from the Quick Assign dropdown.
- Milestones Reached - The Show Milestones option at the top of the page will reveal the milestones that have been reached for the lead. You can see the progression of milestones within Blitz Lead Manager as well as how long it took to reach and which user performed the action.
Archive Campaign
- Campaigns can now be archived. Archiving a campaign is similar to deleting a campaign. Archived campaigns are not displayed anywhere in the system. Leads in an archived campaign cannot be viewed, modified or reported on while the campaign is marked as archived.
- To archive a campaign
- Administrators can navigate to the Manage Campaigns Screen
- Click the Pencil icon for the lead you want to archive.
- Check the Archive checkbox
- Click the Save button
Enhanced Dashboards
- The width of all charts will now auto-size based on the amount of data.
- Number of Leads Dashboard
- Added several new charts to allow a further drill-down. Leads are now broken down for current assigned to user and current statuses for a selected campaign.
- Leads Added Dashboard
- Added several new charts to allow a further drill-down. Leads are broken down by how many leads a user added, by the current assigned to user and by the current lead status for leads added to selected campaign.
My Company
- The My Company screen allows administrators to update the company’s address. The company address is used for displaying directions.
Delete Opportunities
- Click on the trash can icon for the opportunity that you wish to delete.
- Note:
- Locked opportunities cannot be deleted. If you want to delete an locked opportunity you must unlock the opportunity first.
- Administrators can delete any opportunity.
- Users can only delete opportunities that are assigned to them or that was created by them.
support Blitz Release Notes
icon on the lead list for the lead you wish to move.
button on the lead list. You will only see leads that you can access. (Ex. Private Campaigns or Archived Campaigns)
icon.
icon to permanently delete a lead and all of it’s associated content.
to delete all of the leads in the recycle bin.
