Category Archives: Updates

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 :)

TLLM Updates: Printing Lead Information

Recently we updated the way our system prints your lead/client information.  This change was made because the old version of our report viewer was causing our entire system to time out when a lead/client had call notes that would exceed one page.  This was unacceptable, especially since we want and encourage you to take many notes and record everything on the computer! 

Our programmer spent several days investigating reporting software and landed on one we happen to already have, just were unaware of.  After several more days of writing and creating the new report viewer he found that it would crash after 13 pages… Long story short; After a few more programming bugs, several calls with Microsoft Tech support (whenever they found it convenient to call us) and some updates – we have a new report viewer.  Of course, as with everything new, there are some changes to the old way and a few exceptions to using this new report viewer for printing with call notes.

We have several options on how you print lead information and some of these use the new report viewer and others use the old report viewer.  When using the old viewer you will print as you normally have.  The printer icon is located at the left and is available across all browsers. 

OldPrint

The printing options that include call notes all use the new report viewer and there are a few changes on how you print.  Here is the breakdown of printing options by report viewer:

PrintBreakdown

Printing from Internet Explorer

Printing from within Internet Explorer is quite simple and straight forward.  Other browsers require a couple extra steps.  After you select your print option (shown above) a new window will open.  There is a toolbar across the top, within the window, for the new report viewer the printer icon is to the right.  After you click the printer icon your Printer dialog box will open, then click OK and your lead information will print.

PrintIE

Printing from non-IE Browsers

When using Google Chrome, Mozilla Firefox or Safari the printer icon will not be accessible.  To print leads you will first have to save them as a PDF.  To do this, click the Save icon to the right, then select PDF from the drop-down menu.  Next either open the file or save it, then print from the PDF as you normally would.

PrintFFCh

Note: Chrome and Safari will also open the report viewer, but you will not see the leads in the viewer.  After you save and open the PDF you will then see all of the leads and they will print.  Some browsers may require an additional Add on install – click the install and you should be able to proceed.

If you have any questions or something does not work properly, please let us know.  I will update this page if we come across any other exceptions within the various browsers.

~Mandy :)