Posted by Scott
Wed, 07 Mar 2007 16:19:00 GMT
When you created your LeadsOnRails account, you choose a custom web address for your company’s account. For example, the demonstration account is found at demo.leadsonrails.com/login.
While a different address for each account helps keep your data private from any other users, it also means that you need to remember a unique login address. You also need to remember to add /login to the end.
We have added two enhancements to help with this. First, we’ve a added a “Login Here” link to the product page. So if you enter demo.leadsonrails.com for example, you will still be brought to leadsonrails.com and then can click on Click Here to Login to be brought to your personal login page.
Secondly, if you do not remember your web address, you will be brought to a screen where you can enter your email address to be directed to your personal login screen.
Thanks for the feedback and stay tuned for continued improvements and a big new feature later this week.
Posted in New Features and Small Enhancements | no comments
Posted by Scott
Thu, 01 Mar 2007 04:07:00 GMT
LeadsOnRails.com now has an import feature allowing you to easily bring in basic information from a text file. This feature leapfrogged others because of strong demand from users.
”Imports” History and Management
After importing, you will be shown the list of leads that were brought in. If you want to revisit that list later, or want to “undo” the import, click on “Imports” in the menu (on the left hand side of the screen) to see your import history. From there you can click on the import to see the leads or click on “undo import – delete leads” to delete the leads that were in that batch import.
Details are in the product. Here is an overview of how to import leads from your file.
In Your LeadsOnRails.com Account
1. Click on Imports on your LeadsOnRails.com menu
2. Click on “Import Leads”.
Carefully review the details in the Help section for instructions on what fields are imported and the required order of fields in your text file.
To Import From Excel:
To import an Excel spreadsheet, you need to first convert it to a coma seperated values (CSV) format.
1. Open your spreadsheet and save as a different name because you will be modifying it.
2. Modify the spreadsheet columns as described in the Import help file.
3. Save as a “comma separated values” (CSV) file. Choose File, then Save As… from the Excel menu. Choose CSV or Windows CSV.
Help and Assistance
If you would like a walkthrough or assistance getting your lead file in a format for importing, please contact Scott (comments@synapsoftware.com or 303-683-3522) for assistance.
Posted in New Features and Small Enhancements | no comments
Posted by Scott
Thu, 22 Feb 2007 05:41:00 GMT
Welcome to the first entry in the LeadsOnRails product log. Here is where the developers of LeadsOnRails will update users on feature plans, system status, and other news. And even more importantly, this is one place for users to express feedback!
For general information on other Synap Software activities and Business and Technology in general please see our company blog Now, Do It. For information specific to LeadsOnRails, you are in the right place.
Getting Started
The first in a series of “Getting Started” email articles to current users went out today. It can be seen here.
If you are not familiar with LeadsOnRails, see the product tour.
We are growing
A steady stream of users join the LeadsOnRails system daily. I mention this only because as a customer-feedback driven product and company, this influx of users has made the product and product plans better. We love feedback so please keep it coming.
Email: comments@synapsoftware.com.
Phone: 303-683-3522
Chat: http://synap.campfirenow.com/a8d9b
- Scott
Posted in Getting Started, Ideas | no comments
