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 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.

support Blitz Release Notes

Schedule

Edit Appointment Time Menu - The time menu dropdown now starts at 7:00 AM and ends at 6:00 PM. All other times can be entered manually.

Appointment Type Colors - Each appointment type will now be displayed in a different color on your schedule. Emails are green, Meetings are Blue, Phone Calls are Orange, Personal Appointments are Red, and Tasks are Yellow.

iCalendar Feed - You can now publish your calendar so that it is available in an iCalendar feed. Many different programs accept iCalendar feeds, Outlook 2007 and Lotus Notes 8.5 allow for easy synchronization with iCalendar feeds. Once Outlook or Notes is configured, when you make a change to your calendar in Blitz the update will be shown in Outlook or Notes the next time the calendar refreshes.

To enable your iCalendar feed from Blitz Lead Manager:

• Go to the My Profile page
• Select the Publish Schedule iCalendar Feed checkbox
• Click the save button
• Click the Show iCalendar URL to see your calendars URL
• Note: iCalendar feeds are public and accessible by anyone with the unique URL for your calendar.

See “How to setup an icalendar feed” for more details on how to configure Outlook 2007 and Lotus Notes 8.5 within the Blitz lead management software.

support Blitz Release Notes

Lead Statuses

Watch on BlitzTv

Customize Lead Log Types

Watch on BlitzTv

My Profile - Enhanced Lead Log History Notifications

Watch On BlitzTv

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.

support Blitz Release Notes

We are excited to announce the official launch of Blitz TV. BlitzTv is an online video library dedicated to the Blitz Lead Management Software.

Every page in Blitz Lead Manager has a link to it’s related videos on BlitzTv. So if you are on the Lead List in Blitz you can click the BlitzTv link and see all the videos that are related to the lead list.

Also, each video category on BlitzTv relates to a specific menu option found in Blitz Lead Manager. So if you choose the Leads option of BlitzTv you will see videos related to the leads menu option from Blitz. We hope you enjoy this new component to the Blitz Lead Manager suite.

support Blitz Release Notes

Custom Column Dropdowns

Custom Columns can now be configured as dropdowns within the Blitz Lead Management Software. Below is a screenshot of adding a new lead on the lead list.  As you can see the custom 10 column is now configured as a dropdown.

Manage Campaigns

A new option is now available for each Blitz Lead Management Software campaign. You can click on the dropdown settings icon to configure the dropdowns for a campaign.

Dropdown Settings

The “Dropdown Settings” screen can be accessed by selecting the “Manage Campaigns” option from the administration menu and clicking on the dropdown settings image for the campaign you wish to edit. The “Dropdown Settings” screen shows you the current list of custom columns. You can view the custom text, the dropdown setting, and if it is a dropdown you can view the dropdown. Next to the dropdown is an “Edit” link that allows you to edit the values in the dropdown. If the dropdown does not contain all the unique values that are currently stored on the campaign’s leads, a second “Invalid” link will also be displayed. If you click the invalid link then you will be shown the list of data that is invalid.

Update Dropdown Setting

To update the dropdown setting for a column, click the Pencil icon. This will allow you to check or uncheck the dropdown value. Click the green checkbox to update the setting or the red x to cancel the edit.

Dropdown Values

The dropdown values screen allows you to add values to the dropdown list. There are two ways to add dropdown values, manually or automatically.
Create Manually - If this is a new campaign or if there is not leads in the campaign, then using the “Create Manually” tab to create the values is the best option.

• Add New Value - Click the Add New Record button. Enter the value to add. Click the Save button to save the value or the Cancel button to cancel the add.
• Edit Value - Click the pencil icon for the record you want to edit. Edit the value. Click the Save button to update the value or the Cancel button to cancel the edit.
• Delete Value - Click the trash can icon for the record you want to delete. Accept the warning message to delete the record or cancel to cancel the delete.

Create Automatically - If this is a existing campaign and you have data in the column then the easiest way to create the dropdown list is to use the “Create Automatically” tab. A list of all the unique values in the column is displayed with a checkbox next to it. Simply check off the values you do not wish to add and click the Create Dropdown button. All existing dropdown items will be deleted and replaced by the checked values.

Invalid Data - If the dropdown does not currently contain all the values that are entered for the column, then the missing values from the dropdown are listed on the Invalid Data tab. These values need to either be added to the dropdown or have the stored values changed to a value that is in the dropdown.

• To change all occurences of the invalid data to one of the valid dropdown values, select the desired value from the dropdown and click the Fix Data button.
• To add the Invalid Data to the dropdown click the Add button next the invalid value.

Copy Campaign Settings

A new option has been added to the Blitz Lead Management Software’s Copy Campaign Settings screen that is related to the new dropdowns feature. Now you can copy all the dropdown settings from one campaign to another. So if you have two campaigns with the same dropdowns, it is a simple process to recreate all the dropdowns on the target campaign.

support Blitz Release Notes

Opportunities - Blitz lead management software has a new opp0rtunities feature allows you to track potential opportunities you have with your leads and contacts. The opportunities can be tracked by owner, amount, category, status, and much more. The Opportunities page allows you to sort, filter, and group by any opportunity field and even export it to Excel. Three components make up opportunities. Lead Opportunities are opportunities are shown on the Lead Log screen. This is also where you would add a new opportunity. The Opportunity screen is used to add/update/lock/etc an opportunity. The Opportunities List screen shows all opportunities across all leads. (Only Professional and Enterprise Editions)

Lead Opportunities - Lead Log Screen

The Lead Opportunities shows all of the opportunities that are currently attached to the lead. From the list you can add a new opportunity, update an existing opportunity, or sort, filter and group the opportunities.

To add an opportunity to the lead:

• Open the opportunity screen by selecting the Add New Record link in the lead opportunities header.
• Fill out the opportunities information.
• Click the Add New Opportunity button to save the opportunity
• Close the Opportunity screen to refresh the Lead Opportunities list

To edit an existing opportunity:

• Open the opportunity screen by clicking the opportunity’s name that you wish to edit.
• Update the opportunities information that you wish to change.
• Click the Save Opportunity button to save the opportunity’s updates
• Close the Opportunity screen to refresh the Lead Opportunities list

Opportunity

The Opportunity screen is accesible by clicking on:

• Opportunity’s name on the Opportunities List Screen (Editing Existing Opportunity)
• Lead Opportunities list on the lead log screen (Editing Existing Opportunity)
• Add New Record on Lead Opportunities on the lead log screen (Adding A New Opportunity)

The opportunity screen allows users to add a new opportunity or edit an existing opportunity. The opportunity screen contains all the relevant information for the opportunity. The header section shows the lead name, opportunity name, category, total value, current status, created information, updated information, status information, and locked information. You can set the status and lock or unlock the opportunity in the opportunity header section.

To Edit an existing opportunity:

• Open the opportunity screen by clicking the opportunity’s name that you wish to edit.
• Update the opportunities information that you wish to change.
• Click the Save Opportunity button to save the opportunity’s updates
• Close the Opportunity screen to refresh the Opportunities list

To Add a new opportunity:

• Open the opportunity screen by selecting the Add New Record link in the lead opportunities header of the lead log screen.
• Fill out the opportunities information.
• Click the Add New Opportunity button to save the opportunity
• Close the Opportunity screen to refresh the Lead Opportunities list

To Set as Pending, Won, or Lost:

• Open the opportunity screen by clicking the opportunity’s name that you wish to edit.
• If the opportunity is unlocked click the status button, located in the opportunity header, that you wish to set for the opportunity.
• The opportunity page will then update to reflect the new status.

To UnLock an opportunity:

• Open the opportunity screen by clicking the opportunity’s name that you wish to edit.
• Locked opportunities can be unlocked by the owner or an administrator. Click the Unlock link next to the locked information in the opportunity header.
• The opportunity page will then update to reflect the unlocked status. All opportunity fields will be editable.

To Lock an opportunity:

• Open the opportunity screen by clicking the opportunity’s name that you wish to edit.
• Unlocked opportunities can be locked by click the Lock Now link next the locked information in the opportunity header.
• The opportunity page will then update to reflect the locked status. All opportunity fields will be non-editable. Only the owner of the opportunity or an administrator will be able to unlock the opportunity.

To set Percentage Chance To Win:

• Open the opportunity screen by clicking the opportunity’s name that you wish to edit.
• The Chace to Win Slider allows you to specify the chance of winning the opportunity in 10% increments. Simply drag the slider or user the slider buttons to move the slider to the desired percentage.
• Click the Save Opportunity button to save the opportunity’s chance to win.
• The opportunity page will then update to reflect the new chance to win percentage.

Opportunities List

The Opportunities List screen, which is found by clicking on “Opportunities” on the Leads menu, allows users to view all the opportunities across all leads. The opportunities list can be grouped, sorted, and filtered by any of the columns so you can format the data exactly as you want. There are also many hidden columns that can be displayed by using the checkboxes int the column options menu. The opportunities can be exported to excel by clicking the excel button. The opportunities screen does not allow you to directly add a new opportunity. New opportunities are added from the lead log screen. The lead log screen is accessible via the Lead List.

To Edit an existing opportunity:

• Open the opportunity screen by clicking the opportunity’s name that you wish to edit.
• Update the opportunities information that you wish to change.
• Click the Save Opportunity button to save the opportunity’s updates
• Close the Opportunity screen to refresh the Opportunities list

To Group the opportunities by a column:

• Drag the column name up to the group by bar
• This will refresh the the list with the data grouped around the selected group by column
• Multiple group by columns can be selected.

To Sort the files by a column:

• Click the column name you wish to sort. This will display the column sorted ascending.
• Click the column name again and this will display the column sorted descending.
• Click the column name again and this will display the column as unsorted.

Opportunity Fields:

• Id - The unique id of the opportunitiy.
• Locked - Locked image is displayed when the opportunity is locked. Locked opportunities can be unlocked by administrators or the opportunity owner.
• Locked By - The user who locked the opportunity.
• Locked Date - Date and time that the opportunity was locked.
• Company - The company that the lead belongs to.
• Campaign - The campaign that the lead belongs to.
• Lead Id - The unique id of the lead.
• Lead - The name of the lead. (Opens the lead’s lead log screen.)
• Status - The current status of the opportunity. (Pending - Gray, Won - Green, Lost - Red)
• Status Set By - The user who marked the opportunity as pending, won or lost. The status is set to Pending when it is created.
• Status Set Date - The date that the opportunity was marked pending, won, or lost.
• Category - The category that the opportunity belongs to.
• Name - The name of the opportunity. (Opens the opportunity screen and allows you to edit the opportunity.)
• Description - The description of the opportunity.
• Value - The per unit value of the opportunity.
• Quantity - The number of units that the opportunity represents.
• Total Value - The total value of the opportunity. This value is not directly editable. The total value is calculated as (Value * Quantity = Total Value). If you were selling widgets for $5.00 per widget and the opportunity’s lead wanted 10 widgets: value would be $5.00, quantity would be 10, and the total value would be calculated as $50.00.
• Value Type - The recurrence rate of the total value. Value types can be One Time, Monthly, Quarterly, or Yearly. So if the total value represents an amount that is received based on a yearly contract you would choose Yearly.
• Chance To Win - This is percentage chance of winning the opportunity.
• Estimated Close Date - This is the date that you expect the lead to make a decision on the oportunity.
• Owner - The user who owns the opportunity. The owner can unlock any of his/her own opportunities.
• Created By - The user who created the opportunity.
• Created Date - The date the opportunity was created.
• Last Updated By - The user who last updated the opportunity.
• Last Updamted Date - The date the opportunity was last updated.

Opportunity Categories

Administrators can add/update the list of opportunity categories. An opportunity category can be a product that you sell or another way that you want to group your opportunities. You are able to filter, sort, add and delete the opportunity categories. The “Opportunity Categories” screen can be accessed by selecting the “Opportunity Categories” option of the Administration menu. The “Opportunity Categories” screen shows you the current list of opportunity categories for your company.

To Add a new opportunity category:

• Click the “Add New Record” icon to open a new section on the screen with the fields to allow you to add a new category.
• Enter the category details
• Click the “Save” button to save the new category.  To cancel the category add, click the “Cancel” button.

To Edit an opportunity category:

• Click the Pencil icon to open a new section on the screen with the fields to allow you to edit the selected category.
• Edit the category details
• Click the “Save” button to update the category.  To cancel the category edit, click the “Cancel” button.

To Delete a opportunity category:

• Click the “Delete” trash can icon of the category you wish to delete.
• This will delete the category from the system.
• Note: Categories that are currently being used by an existing opportunity cannot be deleted.

Lead Log Show Hide Sections - Each section of the lead log screen can be set to show or hide. The top of the page has four buttons that control what is displayed. This setting is saved as an internet cookie on your computer. So the next time you come back to the lead log screen it will remember how you left it. If you delete your internet cookies, sign in with a different browser, or sign in from a different computer you will have to re-set your display settings.

My Blitz - New/Updated Gadgets

Save My Blitz Layout - The My Blitz Layout can now be saved to your user profile. Reorder and collapse each gadget on the My Blitz page to meet your needs and click the Save My Blitz Layout button. Each time you return to the My Blitz page your layout will be preserved.

Updated Blitz Setup Tasks - (Administrators Only) A new blitz setup task has been added to the existing Blitz Setup Tasks gadget. If you do not have any opportunity categories configured, the task will be listed giving you quick access to setup the categories and view the corresponding help.

New Pending Opportunities Gadget - (Administrators Only) View the breakdown of pending opportunities by Owner, Category, and new in the last month. You can click the view link on each row to get more details on the Opportunities List.

New Won Opportunities Gadget - (Administrators Only) View the breakdown of won opportunities by Owner, Category, and won in the last month. You can click the view link on each row to get more details on the Opportunities List.

New Lost Opportunities Gadget - (Administrators Only) View the breakdown of lost opportunities by Owner, Category, and lost in the last month. You can click the view link on each row to get more details on the Opportunities List.

New My Opportunities Gadget - (Non-Administrators Only) View the breakdown of all the leads that you own by the current status. You can click the view link on each row to get more details on the Opportunities List.

support Blitz Release Notes

Milestone Report - The Milestone Report within the Blitz lead management software has been enhanced to allow Administrators to have direct access to the lead from the report. Simply click on the Lead’s Name to open the Lead Log.

Blitz Files - The Blitz Lead Manager Files screen, which is found by clicking on Blitz Files on the main menu, allows users to view the uploaded files and upload new files to Blitz. The file list can be grouped, sorted, and filtered by any of the columns so you can format the data exactly as you want.  The file list can be exported to Excel by clicking the  icon in the Blitz Files header.

To upload a new file:

Lead Files - The Lead Files shows all of the files that are currently attached to the lead. The Lead Files section has been added to the existing Lead Log screen below the lead details and above the Lead Log. The Lead Files is very similar to Blitz Files but it only contains the list of files that are attached to the selected lead.

To attach a file:

• Open the file upload screen by selecting the Upload New File link in the lead files header.
• Add an optional file description on the File Upload screen
• Select the file to upload using the browse button
• Click the upload button to finish uploading the file
• You can upload more files or close the file upload screen. If you uploaded a file, closing the upload files screen will reload the Lead Files so that the latest files are displayed.

My Blitz - Disk Usage Gadget - Each Blitz license receives 20 MB of disk storage space. The new Blitz Gadget lets you monitor how much space is being used by your company’s licenses.  The Available Space, Space Used By Files, Space Used By Database, and Free Space are all displayed. If you run out of disk space you will no longer be able to upload files to Blitz.

My Blitz - Email Usage This Month Gadget - Each Blitz license, excluding Basic Edition, receives the ability to send 100 per month from Blitz Lead Manager. The Email Usage This Month Gadget lists the amount of emails that have been sent from Blitz in the current month. The Total Available Emails, Total Emails Sent, and Remaining Number of Emails are all displayed. If you use up all of your emails for the month you will no longer be able to send Campaign emails or lead emails from Blitz until the next month.

Campaign Email - A new check-box option has been added to the Campaign Email screen called Create Lead Log Entry. This option allows you to save a lead log entry for each recipient of the email. This allows you to better keep track of the emails that you sent to a lead/contact.

support Blitz Release Notes

support Blitz Release Notes

support Blitz Release Notes

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 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.

Copy Campaign Settings - The “Copy Campaign Settings” screen can be accessed by selecting the copy campaign settings icon 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.

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.

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