Many users have requested a simple user guide that they can print out to supplement the online help section. Here it is!
Archive for March, 2009
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March 24, 2009New Feature: Lead Details in Task Reminders
March 6, 2009We just added a new feature sure to be popular amongst the road warriors using Open Leads. Now, when you receive an email reminder of a Task from Open Leads, the email message contains the contact information for that lead, including phone and email address.
BlackBerry and iPhone Users can click on the email address or phone number directly in the message body to open their email screens or on the phone number to dial.
New Feature: Modified Date
March 4, 2009Users have a valuable new tool to track their activity with leads in their account. The date the lead was last modified is now incorporated into the Lead Detail. By selecting this data, either in the List View of your leads, or in your filter criteria, you can, for example, find all of the leads modified within a specific date range. This is especially useful in tracking leads you have contacted recently, or leads that have been neglected.
The Modified Date toggles with the Added Date on any of your Lead List Views. To display the Modified Date, click on the Asterisk in the Date Column, and then click on “Modified.” You may further refine the display by clicking on “Modified” once it is displayed in the column header, to choose between chronological and inverse chronological order of display. Inverse chronological is the default and displays the most recently modified lead.
You may also choose this field to set up Custom Views or Saved Views using Filters, choosing single dates, ranges, etc.
