Whether you're stumped for ideas or looking for a few new ones, we've put together a comprehensive bread & butter list of some of the most important. Have we missed any? Include your suggestions following in the comments. Here they are in no particular order. 1. Ask for referrals. Your social and business network may
From time to time we get asked for the ability to delete multiple records at once. This is especially true of Accounts, Opportunities & Leads. So - Thanks for the feedback, and you'll find we've now included this on each of the list pages.
Between now and into the new year, we'll be releasing a number of new capabilities to Simple Sales Tracking that have been highly requested. In today's release we've introduced the My Resources page, and the ability to Downgrade Opportunities to Leads, along with a number of other smaller tweeks and improvements. My Resources Maintain
Here's a quick update to let you know of 2 recent updates to Simple Sales Tracking. Based on the feedback you've been giving us we've -Added an additional 2 customizable fields, for a total of 7.Added the ability to filter Account, Opportunity and Leads list pages by City and State.Simplified the filter areas of those
Your communications with prospects and customers is likely to include sending email messages. Until now, you've been limited to using either Notes or the Outlook plugin to track those email communications. Now, with the new Messages feature, you can easily forward any important email message to Simple Sales Tracking and have it automatically included in
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 that
We not only want you to know what they are - but also how to overcome them! We've worked together with Brett to publish our first in what we plan will be a series of sales technique and strategy resources. The first, entitled "Every Sale has 5 Basic Obstalces - Learn What They Are And
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
We've added 2 new report to capture more details on the dollar amounts of your opportunities. Grouped by Account, both a summary and detail Opportunities report have been created which include a Sum total of the Low, High and Actual (dollar) amounts. The summary report also includes the Expected Closed Date as well as your User Defined fields.
