We are pleased to announce a major update to your Open Leads account, which will launch this Monday. Among the new features included in this update are:
* Sales Pipeline *
One of the most requested features over the past year is the ability to monitor sales, which lead to the development of our new Lead Status/ Sales Pipeline. Each lead in your account will be able to be classified by product line, value, status, and completion percentage. Completing steps in your sales workflow automatically increments your sales perentage to the next level until you achieve “Sales Won” or “Sales Lost.” This powerful feature also allows managers to run reports to see how many sales are in the pipeline and their dollar values.
* Same Page Editing *
This is the “Wake the kids and phone the neighbors” change to Open Leads that we have been working on for several months. All edits for your leads, including adding fields and types are now handled on a single screen, making Open Leads the easiest to use Lead Management application on the market today.
* Updated User Interface *
New functionality lead us to create a freshened, easier to read look for Open Leads.
* Sales Tips and Power User Hints *
Open Leads now incorporates a new content engine that allows you to receive dynamic and informative sales lessons from the top sales trainers in the world, plus Hints and Tips from Open Leads Power Users.
* New Tasks System *
We have integrated Tasks more closely with the Leads in Open Leads and have eliminated the more generic “Actions” tab. This allows users to quickly and easily monitor their active, pending and past due tasks, plus you may also now cancel pending tasks on leads quickly and easily from the lead detail screen.
* Mass Apply Tasks *
With the new Tasks functions, comes the ability to mass apply a task to your entire lead list or a segment of the list you have sorted using Views.
* New Views *
User feedback concerning our views led to a redesign of the View and Filter system, making it easier and more powerful than before,.
* Custom Field Labeling *
Users may now group their custom fields together and label the groups, greatly reducing the effort needed to add new fields to a Lead record.
* Copy Lead Across Accounts *
Have more than one Open Leads account? You can now move entire lead records from one account to another with the push of a button.
* Workflow Updates *
Workflow has been updated to integrate Sales Pipeline updates. We have also added the ability to add and remover users and types via Workflows.