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
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.
Earlier, we sent you part one of the latest features added to Simple Sales Tracking. In part 2 of 2, we'll highlight the new real-time collaboration capability called the "News Feed". If it looks familiar to you, it's because it probably is. Each time you use Facebook or Twitter you find something similar. Facebook with
Over the weekend we released a handful of new features and we think you're going to like them. We'll give you the highlights in this newsletter and with one in particular, we'll follow up in a (rare) second newsletter to follow shortly. User Defined fields as Drop Down Lists Until now, User Defined fields were
Overnight we released a handful of new features that have been in high demand. We've also beefed-up reporting. We've included the highlights in this email, along with an experiment we'd like to tell you about. Word-Of-Mouth Experiment We'd like to try something a little different. We'd like to see if we can outpace Google searches,
Up until now, searching using the search box located on the Start Page has been limited to the names of Leads, Opportunities and Accounts. In our latest release, we're pleased to announce the introduction of a more full-featured search. Search will now take into account both the Name and Details of Leads, Opportunities, Accounts, Tasks
Finally! Campaign Monitor today announced the addition of autoresponder capability to their software. If you're unfamiliar with auto responders, David gives a quick summary in his blog post: "Before we get too carried away, how about a quick introduction. Autoresponders go by a few different names like triggered emails and drip campaigns, but essentially they are
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
