We have relaunched our Lead Tracking feature as Lead Following.

The new name reflects a new focus on connecting your company with your prospects and clients. When Lead Following is enabled for a form, the person submitting the lead can be notified by email auto responder that their info has been received and assigned to a user in your account. The notification contains a link to a page they can bookmark and go back to at any time to see information on their company representative, and follow along with any public comments the assigned user makes concerning their inquiry.

There are many scenarios in which this feature could be used such as work orders or service tickets, or it can be used to simply engage the prospect.

Read more about this feature

We have replaced the “Profile” link at the top of your Open Leads account with a link called “Settings,” and also moved the Help link to the left to make it more prominent.

The Profile link used to take you directly to “Personal Proflle” under the Settings Tab, and the new link takes you to the main Settings tab menu. To edit your profile info, just click the “Personal Profile” link and the same options are available.

We made this change for a couple of reasons, mostly because it makes more sense from a navigation standpoint, but also to pave the way for some new features under the Settings tab that will give you much more flexibility in managing your account. We will be making some announcements in the near future regarding these additional updates.

OpenLeads now gives Administrators the ability to categorize and sort their Workflows. This process is extremely useful and important to setting up both basic and more complex Workflows or combinations of Workflows.

Often times users have primary Workflows that manage simple tasks and are applied manually by sales staff as the enter and begin working their leads. These can be labeled and placed at the top of the Workflow lists to make it easy for sales reps to find them when applying them to a lead.

Other times, users have configured more complex Workflow processes that utilize multiple Workflows to carry a prospect through the sales process – usually this means that one or more Workfliows are triggered automatically by completing a Task in the system. By labeling and sorting the Workflows, it is much simpler for the Account Administrator to find, maintain, and update Workflows as needed.

For more information, see the article in our Knowledge Base

The latest feature added to Open Leads is Email Message Categorization and Sorting

Administrative Users can now create message “Categories” in which to group canned email messages that are stored in the Message Library.

This is especially useful in keeping different messages, with different purposes segmented. For example, keepoing Sales Messages that are used by your sales team separate from Autoresponders. Or if your company uses multiple Autoresponders for different contact forms, you can create separate categories for each, making it easy to manage their deployment.

For more information, see the article in our Knowledge Base.

We are pleased announce the latest Email features added to Open Leads. These features are designed to both expand Open Leads’ functionality, and to make it easier to use.

Merge Tokens in Email Subject lines

Users can now include Merge Tokens such as [First] to insert the recipient’s first name in the subject line of messages sent from Open Leads. This increases the personalization of mass emails and increases your open rates.

Updated Unicode Support

Sometimes, when you copy and paste from a desktop application (like Microsoft Word) into the email message body, you can wind up with non-standard characters that don’t display correctly.

Now, Open Leads automatically converts those characters into their unicode equivalents, ensuring that all your emails display correctly for everybody.

Interface Improvements

We’ve also added additional “Print This Lead” and “Show History” links in the Print View popup window. Now when users print out individual leads, they no longer have to scroll to enable showing the Lead history, or to print the page.

Stay tuned to the blog for more news. We have more feature upgrades coming this summer!