Category Archives: TL LeadManager

Map Your Leads

You can now map your leads or late responders from within the desktop and mobile version of TL LeadManager!  All you have to do is ask and we will make sure your future orders will have this feature.  View the video below to see how to Map Leads from our desktop version of TL LeadManager.

Mobile: Map Nearby Leads

With the “Map My Leads” feature you can make even better use of your leads.  With just a few clicks you can map leads within your specified radius of your current location (or entered location).  Visit those people near your current appointment and see how many additional sales and appointments you can make.  See it in action below! 

 

Don’t Have the Mobile Link?

If you access your email from your phone, all TLLM links will automatically redirect to the mobile version of our site.  We can also send you a text with a shortened link.  From your computer click on the “Stats” button at the top of your screen.  Move to the “Personal Preferences” tab and verify your cell phone number and carrier is correct.  After you verify and save your number and carrier, click on the “Test” button.  You will receive a text with the shortened link to click on and open in a new browser window. 

You can also visit TargetLeads.com from your smart phone and click Log In at the bottom of the screen – this will redirect you to the TLLM Mobile site

Or you can always email us and we will send it to you.

Get There With One Click

Add our site to your phone’s home screen.  If you are using an iPhone, after you have gone to our site, click the bottom center button and click “Add to Home Screen”.  Our mobile icon will be added to your home screen and you can quickly log in to view your leads.

TL LeadManager Mobile Software

If you have any questions please do not hesitate to give us a call 877-624-9444 or Email Us.

We’ve Gone Mobile

We have started a new year with a new look!  Haven’t noticed it?  Check out our site: TargetLeads.com and let us know what you think! 

With our new look we have also taken TL LeadManager to the mobile environment!  TLLM is now fully enhanced for smart phone mobile use!  With easy to use navigation you can access all of your leads’ information while on the road.

TLLM Mobile

Map My Leads

To help you make even better use of your leads we added a “Map My Leads” feature.  With just a few clicks you can map leads within your specified radius of your current location (or entered location).  Visit those people near your current appointment and see how many additional sales and appointments you can make. A full post and tutorial will be coming soon – so be sure to check back!

Map Leads

Get the Link

If you access your email from your phone, all TLLM links will automatically redirect to the mobile version of our site.  We can also send you a text with a shortened link.  From your computer click on the stats button at the top of your screen.  Move to the “Personal Preferences” tab and verify your cell phone number and carrier is correct.  After you verify, enter or update your number and carrier, click on the “Test” button.  You will receive a text with the shortened link to click on and open in a new browser window. 

Bookmark Us

Add our site to your phone’s home screen.  If you are using an iPhone, after you have gone to our site, click the bottom center button and click “Add to Home Screen”.  Our mobile icon will be added to your home screen and you can quickly log in to view your leads.

book3

If you have any questions please do not hesitate to give us a call: 877-624-9444 or Contact Us Today!

TLLM Updates: 2012 First Quarter RoundUp

It’s almost April which already brings us to the end of the first quarter! We may have taken a little hiatus from posting on our blog, but believe me we’ve been hard at work and haven’t forgotten about you!

Since the beginning of this year we’ve updated our main website, TargetLeads.com, our TLLeadManager info site and we’ve added a few new features to TL LeadManager.  The updated sites aren’t just to look fancy, but to also give you easier access to everything we have to offer.

As we move past the first quarter of the year we hope to continue to give you new features, opportunities, and updates to look forward to. There are quite a few projects in the works and we are looking forward to them coming to fruition in the coming months (you’ll have to stay tuned to see what they are). 

Many of our users give us fantastic suggestions for features and functions you’d like to see or “bugs” that need to be fixed and we appreciate each of these.  Often our best, and most used features, come from you since you use the system daily and count on it to help manage your business and leads.  So, without further ado, here is the roundup of the features and updates so far in 2012!

Lead Card Images: You can now print ALL of your lead card images at once. 

How to:  From within the search screen, find the leads with a scanned lead card image that you would like to print, click Select All , then click LC’s (Lead Cards).  This will bring up a new page with all of the images for you to quickly and easily print.  Within the new window, print like you would any other site.

Select Lead Card Size: On the lead card screen you can now view different sizes of your scanned images.  Choose the % from the dropdown or choose “Actual Size” (be forewarned, this can be quite large).  This will change the lead card image to your selected size.  When you move off of that lead and come back it will default back to the size that will fit to your screen. 

Letter Template: We have removed the Select Letter dropdown and replaced it with a simpler list to the left of the window. Now you can easily see which letter templates are the pre-formatted, uneditable templates and which are the templates you have created. Choose your letter by simply clicking on the template you want to view or print from the list on the left.

Mail Jobs Details: On the Stats page under Mail Jobs we have added your total number of sold leads and premiums for each job.  Now you have a more in depth report on each of your orders and your success, to determine exact ROI.  To get full use of this functionality it will depend on you updating statuses and adding basic policy information.

How to: Change the status to Sold/Placed and click the +/- button beside the drop down menu.  The policy window will open, click “Add Policy” and enter your basic policy information.  Include the Payment Mode and Modal Deposit to calculate annualized premium.  This will automatically update your number of policies and premiums within the Stats page.

Bug Fixes: Our system was built to work in Internet Explorer, but we know many users have other browsers and we are always trying to make our features available within all of them.  We have found a way for Safari, Chrome and Firefox to allow you to go directly to a specific lead by entering the number at the top right.  In the, now white, box at the top right simply click inside, enter the number and hit enter and you will be taken to that lead.  We have also adjusted our search screen so the buttons at the bottom are easier to see and adjusted margins within the print windows so the lead’s data does not overlap.

So, which of these updates are you most excited about? And as always, let us hear your suggestions on what features YOU most want to see!

~Mandy :)

Tuesday Tips for TL LeadManager: Print Labels

December is here and so are the holidays.  Sending holiday cards to all of your clients should be quick and easy.  With TL LeadManager you can address all of your envelopes and cards in a few simple steps.  All you need is a little time, some basic mailing labels (Avery Template 5160) and our software.

Tip: Use TLLM to print clients’ and leads’ address labels for holiday cards.

Printing Labels

First click Search at the top left.  The search screen will open.

Labels1

  • Search for the leads or clients you would like to send the cards to.  An easy way to find them is to search by categories you have added or by status (ex. Sold).
  • Then click the big search on the right.
  • All of your leads/clients will be listed.  Click Select All under the list, then click Print.
  • After you click Print your will see your print options to the left.  Click 5160.  This is a basic mailing label. 
  • A new window will open with your chosen leads/clients addresses formatted and ready to print.
  • Click the printer icon at the top left to print the labels.

Print Labels

  • You may want to test the alignment by printing just one page on a blank sheet.  If the alignment is off, you can adjust the margins by changing the label positions. 
  • Move the labels to the right, by changing the left position.  To move the labels down, edit the top position. 
  • Click Re-Run Labels twice.  This will refresh the labels.
  • Then click the printer icon.

That’s it!  You can then place the labels on the envelopes for all of your leads/clients and drop them in the mail. 

We wish everyone a very happy holiday season! If you have any questions please comment below or contact me.

~Mandy :)

Tuesday Tips for TL LeadManager: Lead List

We are now a month into AEP season and hopefully you have received many leads to contact.  As you are working your leads, you may want to view just their basic information to quickly contact them.  With TLLM you can view your leads in a list format and update their statuses, add notes or call back dates. 

Tip: Use the Lead List to view a list of your leads for making calls quickly.

Click Lead List Lead List from the tab options

Lead List View

LeadListView

  • Edit fields you view by clicking the double arrows on the top left
  • Selected fields are shown on the left and unselected fields are on the right.
  • To make changes click on the fields you want to view (or not view) and then click the arrow in the middle to move from one column to the other.
  • After you are finished making changes, click Save and Redisplay List.
  • The fields you select will then be displayed for each lead on the right.

Click the double arrows on the top left to remove the field selections and view your lead list

Lead List View

  • Quickly make your calls, update statuses, add must call dates or add general notes from the lead list.
  • Click SAVE on the left if you make changes.
  • Click VIEW on the left to go the lead’s detail screen for full features

At the bottom of the screen is the navigation for your lead list. 

From this navigation you can move through pages, go to the very last page or the first page, change the number of leads per page (default is 20) or view all leads. 

The lead list view can also be used after you have done a search (more info on our search screen).  From a search click select all, then view selected.  You will be taken to the lead detail screen, then click lead list and you will see only those you searched for in the list view.  By using the list view you can quickly work through your call backs, must calls or new leads.

I hope this will help you contact all of your AEP leads and help you stay organized!  Do you need more AEP leads?  Contact TargetLeads today!

If you have any questions, please leave me a comment!

~Mandy :)

Tuesday Tips for TL LeadManager: Search Screen (Dates)

Today we are going to conclude our Tuesday Tips on the Search Screen.  There are still areas of the search screen we have not covered, but we have included many tips and hopefully given you ideas on using this great feature.  Our last tip is to show you how to find your leads that were assigned (or re-assigned) within a specific time frame.  Often you may log in and click on your New Leads, then receive a phone call (or simply get distracted) and have to log out of the system.  After you log back in your new leads have been added to your database and may not be as easy to find.  You may have already guessed it, but yes, you can use the Search Screen to quickly locate and group these leads.

Tip: Find leads by their assigned (re-assigned) date and sort them by acquired date.

Searching by Dates

First click Search at the top left.  The search screen will open.

SearchDates

  • To the left, under Lead Info, you will see Assn Date: (Assign Date)
    • Re-Assn Date (Re-Assign Date) is for leads that have previously been assigned such as B Leads, Recycled Leads or Transferred Leads
  • Enter the first date you want to begin your search
    • To search for your New Leads assigned that day, enter today’s date
  • In the “to” field enter the end date or leave it blank to search for everything past the initial date including today
  • You can also sort your Search Results using the Order By:
    • Here we sorted by Acquired Date, but there are many options in the drop-down and can be used for all searches, not just date searches
  • Click the Search button on the right
  • Your results are listed below and you can quickly view, print, export, write letters or email them.

This search allows you to view your new leads, search for leads that have been assigned within the past 3 months and try to contact them before your 90 window expires or find leads that were assigned this year to calculate your end of the year numbers.  Whatever your reason this search will save you time!

As we wrap up our series on the Search Screen we hope you’ve found these tips helpful.  Remember you can combine searches to quickly and efficiently find and contact leads.  With the holidays just around the corner you can see just how simple it is to find your leads and send them holiday cards or letters. 

If you have any questions, please let us know.

~Mandy :)

Tuesday Tips for TL LeadManager: Search Screen (Wildcard)

As you’ve seen in our last couple of Tuesday Tips posts the search screen is the most efficient way to find groups of leads and quickly contact them.  Today I will show you how to find a specific lead when you can’t quite remember their name, how they spell it or if you have just partial information.

Tip: Within the search screen use the wildcard (%) to find leads when you are unsure of exact information.

Using the Wildcard (%)

First click Search_thumb3 at the top Left. The search screen will then open.

SearchWild

  • Enter the partial information you know, then place a % for the rest of the data.
    • In this example I knew the last name started with a B and they were in the 939 SCF Zip Code.
  • After entering the partial information, click Search.
  • This will pull up all leads that match the criteria you have selected.
    • Here you can see the search results gave me all leads that start with the letter B (and 939 as the zip code)
  • After searching you can click on the lead you were searching for, then click View Selected to view the lead detail.

The wildcard can be used in one or multiple fields. If you are looking for a lead’s information, but are unsure of the spelling or their name, complete telephone number, zip code or any other field; Use the % to find leads with partial information.

If you have any questions, please let us know! Subscribe today or visit us next Tuesday to receive more information on using the Search Screen.

~Mandy :)

Tuesday Tips for TL LeadManager: Search Screen (Phone Numbers)

Today we continue the series of tips on utilizing the Search Screen.  [Here is a quick link in case you missed last week’s introduction: Search Screen (DOBs).]  When contacting leads it is important to try to reach them when and where they are most likely to be available.  Some people fill out their home phone while others may give you a work number.  Knowing which number is given allows you to quickly contact people during hours that they will be most reachable.   

Tip: Maximize your time contacting leads by searching by the type of phone number given.  Use the No Phone #s search to group leads for other types of follow-up.

Searching for Specific Phone Types

First click Search_thumb3 at the top Left.  The search screen will then open.

SearchPhones_thumb3

  • To the right there is a Search for Leads with: Drop-Down.
  • Select which type of phone number (or email address) you would like to search.
  • After you select the phone type click the big Search above the drop-down.
  • The leads that have a phone number listed in that field will then be listed in the Search Result.
  • Click Select All to highlight the leads, then select what you would like to do with these leads. 
    • If you would like to contact them and use just the computer, click View Selected.  The selected leads will then be the only leads you are working with.
  • To find leads that do not have a phone number click the box beside No Phone #s, then click Search.
  • These leads will then be listed under the Search Result.  Click Select All to highlight those leads.
  • You can then try to contact them using a letter by selecting “Write Letters”.  Or if you have cards and need address labels, click Print, then choose the option 5160 to merge their information to an address label.

Get creative and combine the searches!  Select No Phone #’s and also search for leads with an email address and try to contact them via email.  Selecting leads based upon phone number or email address allows you to minimize the time you spend shuffling through your leads so you can reach prospects quicker.

If you have any questions, please let us know!  Subscribe today or visit us next Tuesday to receive more information on using the Search Screen.

~Mandy :)

Tuesday Tips for TL LeadManager: Search Screen (DOBs)

The Search screen within TL LeadManager has several ways to search and filter your prospects and clients.  Today we will start with just one of those to begin our series of posts about The Search Screen, your new best friend.

By using the search screen you can search for leads and their spouses who have upcoming birthdays. Use this to mail out birthday cards or letters encouraging them to re-evaluate or investigate their current insurance options before the prices increase.

Tip: Use the Search Screen to find upcoming birthdays.

Searching for Birthdays

First click  at the top Left.  The search screen will then open.

  • To the right is the DOB Section of the Search Screen.
  • Enter the first date you want to start your search with.
  • Choose the Type from the drop-down menu.  In this example we did a Between search, which triggered the To: Box to allow us to enter in a second, ending date.  You may also choose to search by: = , > , < , >= , or <=
  • In this example we now see everyone who has a birthday starting in October and going through to December.
      • You can filter this even more by adding a day or year date.
  • By selecting the box “Search Spouse DOB?” you will also include the lead’s spouse in your search.
  • After your dates are entered, click the big Search under the DOB choices.
  • All leads with matching criteria will be listed in the Search Result below.
  • Click Select All to highlight the leads, then select what you would like to do with those leads.
  • If you want to view them to contact by phone, click View Selected.  If you would like to send them a letter click Write Letters.  Or if you have birthday cards and need address labels, click Print, then choose the option 5160 to merge their information to an address label.

By searching for leads or clients with upcoming birthdays you can reach them before their prices increase.  You can help them and make the most out of all your leads and clients in TLLM.

If you have any questions, please let us know!  Stay tuned for even more information on using the Search Screen.

~Mandy :)

Tuesday Tips for TL LeadManager: Action Items

Today Apple unveiled the iPhone 4S and their new voice activated personal assistant, Siri.  TLLM may not be able to tell you the weather or give you directions to the highest rated restaurants nearby, but we can keep your lead follow-up simple.  At the top of your lead detail screen you can find most of your follow-up. 

Tip: Use the Action Items to quickly find and follow up with leads for appointments, tasks, calls and new leads.

Located below the Search button and above your lead detail you will see your action items.  This menu is automatically populated as you create follow-up for your prospects and clients. 

Action Items

As you set appointments, calls, tasks or mailings your action items will instantly update.  If you set a call for two months from today, when you log in that day you can click on People To Call Today and that person’s name will appear in the list. 

Action Items Simplify Your Follow-Up

  • When you first log into the system immediately check for New Leads – always in red words
  • Contact the people you have set to call that day
  • Gather your appointment information for that day
  • Prepare for your appointments coming up the next day
  • Mail groups of letters at one time (Letter Writing Tips)
  • View and attend to any tasks

When you click on any of the action items the list of leads, in each of those categories, will appear in the Search window.  You can then quickly follow-up with all of those leads.  View them to contact by phone, Print to take with you on appointments or Send Letters to those you need to mail.  Using these gives you the ability to follow-up with minimal effort.  It may not be voice activated, but we still think it’s pretty neat.

If you have any questions or suggestions on tips you’d like to see, leave me a comment and I’ll be sure to cover it in an upcoming post.

~Mandy :)