When you are setting up a web lead provider such as NetQuote, Insurance Agents, etc, you will want to perform the following steps within the Blitz lead management software:

If you are using Robo-Agents First Impressions or QuoteBurst Typhoon product, you do not want to configure each lead provider individually. You would just configure the First Impressions or Typhoon lead provider and select the lead types that correspond to your lead providers. By configuring it this way each lead that is added automatically will also have the quote information that First Impressions or Typhoon generated.

Repeat these steps for each lead provider you get leads from:

1. Configure Blitz so that it knows where to put the leads when they come in from the Lead Provider.
   1. Using the menu go to Administration -> Web Lead Setup
   2. Click the configure link for Lead Provider you wish to configure
   3. Check the Enable check box for each lead type you are receiving
   4. Click the Save Settings button in the top the right in the blue bar.
   5. You have successfully created new lead sources and campaigns in Blitz for each lead type configured.
   6. OPTIONAL: If you would like to send an auto-responder confirmation email to the lead:
      1. Create an email template for the auto-responder (Administration -> Email Templates)
      2. Enter the email address that will be listed as the From address when the email is sent.
      3. Enter the Subject for email
      4. Click the Save Settings button in the top the right in the blue bar.
   7. OPTIONAL: If you would like the lead auto assigned to a user using a round robin format:
      1. Select the Auto Assignment Group you would like the each lead type from the drop down. (Note: You will also need to configure the users who make up the auto assignment group. (Administration -> Auto Assignment Groups))
      2. Click the Save Settings button in the top the right in the blue bar.
2. Notify the Lead Provider that you would like to setup the integration with Blitz Lead Manager for your account.
   1. Using the menu go to My Profile
   2. Copy the API Id, Transaction Id, and API URL into an email. (These values are used to uniquely identify your account.)
   3. Send that email with your values to your Lead Provider and tell them you would like to turn on the Blitz Lead Manager integration.

Once both steps are complete and the Lead Provider turns on the integration, leads will automatically be populated in Blitz.

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As with anything you do, it’s important to have a plan.  When you are starting to use Blitz lead management software, you need to have a plan and setup a process on how things are progress on a day-to-day basis.  This plan may change from week to week or month to month but the basics should never change.   So, what are the basics?  What should the Blitz user be doing day-to-day?  What should the manager instruct his employees to do?

Blitz Basics:

1.) Check your schedule for appointments, follow-up’s and other tasks.  Blitz Lead Manager has a schedule within it menu.  Each day you sign in, this is the first thing you should be checking.  This has the list of appointments, follow-up’s and tasks that you need to accomplish that day.  This follow-up’s are typically something that you or another person on your team has put on your schedule.  Blitz Lead Manager does allow you to make your schedule the default start-up page.  This is found on the “My Profile” screen within the Blitz menu.  What this means is that each time you sign into the system, you can be directed to the schedule page.  Note:  If you are using the Professional or Enterprise Edition, you will see your scheduled follow-ups on your “My Blitz” page.

2.) Neglected Leads. Neglected leads are those follow-ups that you have missed.  The neglected leads list can be found in the menu under Leads –> Neglected Leads and can also be found on the “My Blitz” page which is found in the menu. This is could a follow-up from a day ago, week ago, month ago or however long.  You will want to work your neglected leads and so they are cleared.  As you work your neglected leads, you will be updating the lead (which drops it off the neglected leads list) and scheduling a follow-up if that applies.

3.) Check Next Appointment Dates. When you are looking at your leads on the Lead List, you will notice a “Next Appointment Date”.  All your leads should have a next appointment date on them unless the lead is a invalid (Do  Not Call number, no phone number, etc).   Even the leads that are “Not Interested” should more than likely have a follow up on them as you may be able to target them 6 months from now or sometime in the future.

4.) Targeting Leads/Lead Lists.  Once you have started to work your schedule and cleared your neglected leads, you then should have a plan for working new leads and prospects.  This could vary depending on what leads you are targeting and it may be different for each person on your team.  For example, you may have a person or persons that are working internet leads as the come into the system.  If this is the case, this person would be monitoring a campaign or campaigns for new internet leads.  They may also be getting email notifications from Blitz or a lead provider when these come into the system.

Another way of possibly targeting leads is working a campaign of new leads.  For example, you may have a campaign setup that has friends and family.  You could work all “new” leads in that campaign and schedule the follow-up’s as you go. You could give even get more specific on targeting leads by searching and filtering the lead list.  Maybe you want to filter down a list based on zip code or a custom field such as birth date or expiration.  This will allow you to prospect a specific set of leads and then start the lead tracking process.

In summary, you will want to make sure that you are hitting the Blitz basics which includes working your schedule, neglected leads and then a specific list or campaign that you are targeting.

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Add Leads To Blitz

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