The ability to perform bulk actions on Leads, Opportunities and Accounts has been a big hit! - So we've kept going. The latest bulk action now available is ownership reassignment. You'll find under the Bulk Actions drop down list near the bottom of each of the Account, Opportunity and Lead list pages a new
Using Twitter as a sales tool is nothing new. (Neither is experiencing when this is done well or badly) As in any sales activity, the best way to sell your product or service is to focus on the customer and what they're searching for. Usually you'd go through a process to determine this, but
Any Account, Opportunity, Lead or Contact where you've provided an address now has a link - which opens up a new window with a pin marking the spot on Google Maps.
Something we've been receiving requests for lately is to have the filters for each of the list pages, 'remember' their settings. Also, if there's a way to change the default filter settings, which in the past have always been defaulted to In Progress and yourself as the Owner. With this latest release, you'll find
Until now, importing your data into Simple Sales Tracking has been limited to Contacts and Leads. If you had wanted those Leads to be Opportunities or Accounts, you would have had to Covert the manually. You'll notice now, on Step 2 of the Lead import, at the bottom of the page, a new drop
Today, we're excited to announce the integration of Simple Sales Tracking with Campaign Monitor. The close-knit integration extends Simple Sales Tracking by adding rich email marketing capabilities provided by Campaign Monitor and their on-demand software. Read all about Campaign Monitor. Once enabled, easily manage the subscriptions of Accounts, Opportunities, Leads and Contacts. The integration uniquely introduces a real-time connection to Campaign
Twitter has grown into a massive community of people talking about everything. People are talking about your industry, your competitors and probably about you. Within these conversations exist opportunities to connect, generate leads, support customers and discuss your industry. Everything from "I wish I could find someone to help me with..." to "I'm unhappy
With the upcoming release, we've updated the Getting Started Videos.
We've just added the ability for you to upload your own custom logo to Simple Sales Tracking. Your logo replaces the now default logo of Simple Sales Tracking, making it easier to keep your brand consistent for you and your sales team while using Simple Sales Tracking. How To... 1. Go to your Admin
Following up on our email to you last week, we've now released the latest version of our API (Application Programming Interface), along with Documentation & Code Samples. The Simple Sales Tracking API provides you with the ability to connect and sync Simple Sales Tracking with your website and applications. What can you do