We have been listening to your requests and now - some great new features and enhancements are ready and waiting for you. Enjoy! Import Leads In your Start Page, you'll notice a new Import Leads from a file option. Download the template provided to make things even easier. ICal Support Easily grab individual appointments
From time to time we'll get a question about the differences between Leads, Opportunities and Accounts. Here's a quick blog post to help clear it up. Lead -> Opportunity -> Accounts represents a progression in the sales pipeline. So, in many cases a sale starts as a lead, becomes an opportunity and then an
Importing contacts from any comma-delimited (.csv file name extension) file into Simple Sales Tracking can be done quickly and easily; however, there are a few steps that must be taken to ensure a successful import. If you were to export your contacts from Outlook or many other similar type applications, the correct format should
You speak - we listen. Many of you have requested a capability known as Web to Lead Forms. Over the weekend we introduced this new capability and in this newsletter we'll walk you through what they are. Web to Lead Forms provides a way for you to include a form on your website to
March 17, 2008 Based on a number of requests we've received for a "getting started" style video tutorial series, we've published a series of 5 videos, which cover the following areas: Video 1: SignUp & Login (6:10 minutes) Video 2: Creating Your First Contact & Lead (5:29 minutes) Video 3: Upgrading a Lead to
