dBlog

Convert Leads into Deals.

Weekly updates… start getting used to them.

Quick word from the dashboard crew. For the passed 2 weeks we’ve been hard at work and we are glad to push this small but powerful update:

Printing Leads
Dashboard now looks pretty even on print. You can now print leads by going to the properties section of the leads. We have created a clean and simple layout for leads to be printed. We are committed to saving trees and we do take this initiative seriously, so please be responsible when printing leads.

Who accessed that lead and when?
For your security we added a feature to accounts that have more than one user. You’ll now be able to tell who last access a lead and when. Just a nice security feature – which is available when you have more than 1 person in your account.

Lead History
Yet another useful feature. This is specially good for collaboration when you want to get an idea of what has been happening with a lead. This little link will give you a quick overview of all the activities that dashboard tracks. It’s located at the bottom of the “quickies” section.

E-mail notifications
Which can all be toggled on & off from your user profile page. We are letting you know when you have a new lead shared with you or assigned to you by default. If you want to get more notifications you can turn them on there as well.

Update from the crew at LeadLog

Dashboard hit 1000 accounts sometime last Monday! We’re very excited about this – many different companies have signed up for dashboard; Real Estate Brokers, Web Development Houses, NBA Franchises, Financial Trading Firms, Magazines, Law Firms, Production companies & EVEN Air Conditioning companies find it useful!

On another note – we’ve been kind of quiet. We know that we haven’t been vocal on our blog in the past few weeks, but that’s only because we have had our heads deep in thought – focusing solely on improving dashboard.

What’s new?

Filters: We understand that you need to be able to view certain leads based on criteria. We made a way to do that – filter out leads that are not important to you by selecting what is important from the drop downs in the lead/deal listing sections. (Filter based on Lead Type, Status, Source, Lead Owner or Tags)

Sorting: This suggestion came up a few times. You can now sort your leads by clicking on lead name, date, status, source or lead owner from the lead/deal listing sections. (See image above)

Tags: Organize your leads in a different way – we created colorful tags. (See image below)

Foreign Currency: This may be the second most useful feature for our users – How do we know? Because you asked for it!? You can now set your account currency to one of fourteen different international currencies.

What else has changed?

Ubiquitous “Add lead button”: This feature request has come true. Click on the box icon with a plus on it next to the search.

Improved Activity Feed: We’ve made the feed a bit richer with information – you can now see when new users are added to your account. The feed will continually be improved – so look for more changes in the future.

Improved CSV file Importing: We’ve improved the speed/reliability of the CSV uploader – but we’re going to tweak it some more in the coming weeks.

A lot more: Form data is retained when you mess up adding a lead. We’ve taken steps to improve support for Internet Explorer 7 & 8. Also – we’ve taken care of a lot of little bugs that have to do with notes, todos & documents.

So what is next?

Lead Types: This is definitely the MOST requested feature – we’re debating how to push this out. This would allow you to identify leads by what is most important to you and collect information that is vital to your business. You could get a surprise as early as next week.

Avatars: Soon you will be able to put up your own pictures for users. We’re going to get these out to you in a few weeks.

Data export: We believe your data is yours and should be free (and you do too, of course). We’re going to be allowing export of data in CSV & XML format.

Update: The nice folks at Useful Tools gave a pretty good writeup! We definitely recommend them. As always – we are available for support – just hit the “feedback” button or give us a call. We would love to hear how we can improve. Thanks for your support and we appreciate all of you.

Scheduled downtime – May 12 @ 5PM EST

We have a scheduled down time this evening to update our servers with the newest version of dashboard.

We expect a short window of downtime – approximately 15-20 minutes from 5 to 5:15PM EST. Please make sure you complete any necessary tasks by 4:45 to ensure none of your data goes missing. Thanks!