Simple Sales Tracking Blog

Filter Tasks Report by Due Date

Monday we released a minor update to the Tasks Report – which now enables you to filter your tasks by Due Date.  We made this change based on feedback we received from users just like you and we thought it made a lot of sense.

If you have a suggestion or feedback on how to improve Simple Sales Tracking – let us know!

Filed under: New Features, , , ,

Another Addition to List Pages

The ability to perform bulk actions on Leads, Opportunities and Accounts has been a big hit! – So we’ve kept going.

The latest bulk action now available is ownership reassignment.  You’ll find under the Bulk Actions drop down list near the bottom of each of the Account, Opportunity and Lead list pages a new option to re-assign all selected records to a different owner.

Filed under: How To's, New Features, , , ,

List Pages Enhanced – A Brief Feature Update

sort-choice-persisted

Lately we’ve had a lot of feedback about the list pages in Simple Sales Tracking – where you view your lists of Accounts, Opportunities, Tasks, etc… and the capabilities that are available.

From that feedback, some of the first steps we’ve taken include:

  • The ability to bulk select rows quickly
  • Additional bulk actions on multiple selected rows, such as upgrading Leads to Opportunities and Opportunities to Accounts
  • Any sorting you choose for the page, by clicking one of the column headers, is now saved. When you leave and return to the page – you wont have to re-select your sort settings.

 

Filed under: New Features

Looking ahead to 2014

2013 was a great year for us at Simple Sales Tracking.  We welcomed a mass of new customers and steadily added new product features, being careful to keep Simple Sales Tracking easy to use and work inline with what you’ve come to expect.  Thanks for making it a great year!

Looking ahead to 2014, one of the areas we’ve committed to add to is the Reports area.  We receive many requests for new or altered reports and we’d like to provide them.

In the very first release, you’ll have probably noticed the existing detailed sales reports have now been renamed to “Custom Detailed”.  If you look at the filters for the report, you’ll find you can now add/remove columns in the generated reports – to make them include the data you want and clear out what you don’t.

Wishing you Sales Success! and All the best to you in the new year!

Filed under: Company News, New Features, , , , ,

New text editor released

Yesterday, we published the latest release of Simple Sales Tracking, which includes a new text editor.

With better support for newer browsers and mobile – we think you’ll be pleased with the latest.  The controls are very similar to the old editor, so you should feel comfortably right at home.

 

 

new-rich-text-editor

The editor is used on all Sales detail pages, along with Contacts, Tasks and the My Resources page.

Filed under: New Features, , ,

Bulk Delete Just Added

From time to time we get asked for the ability to delete multiple records at once.  This is especially true of Accounts, Opportunities & Leads.

So – Thanks for the feedback, and you’ll find we’ve now included this on each of the list pages.

Filed under: New Features, , , , ,

Latest Release and the new My Resources page

Between now and into the new year, we’ll be releasing a number of new capabilities to Simple Sales Tracking that have been highly requested.

In today’s release we’ve introduced the My Resources page, and the ability to Downgrade Opportunities to Leads, along with a number of other smaller tweeks and improvements.

 

My Resources

Maintain an easy-to-access set of team-wide resources on the new My Resources page. In addition to a text editable area, Admin’s have the ability to upload documents, pdf’s, spreadsheets and images.

A few examples could include:

  • Sales Scripts
  • Document Templates
  • Support Letters
  • Team Performance Charts & Spreadsheets
  • Company-wide Notes

My Resources page on Simple Sales Tracking

 

Downgrade Opportunities to Leads

A question we often get, and one we’re happy to answer YES to!

 

What’s Next?

In the near future we’ll be releasing a number of much sought after capabilities, including:

  • More flexible User Access/Permissions
  • Customizable Reporting
  • iPhone Mobile App!!!

Filed under: New Features, , , ,

Better Filters. More User Defined Fields.

Here’s a quick update to let you know of 2 recent updates to Simple Sales Tracking. Based on the feedback you’ve been giving us we’ve –

  • Added an additional 2 customizable fields, for a total of 7.
  • Added the ability to filter Account, Opportunity and Leads list pages by City and State.
  • Simplified the filter areas of those pages, so you can hide/show the filter to save screen space.

That’s it for now. Have a great week!

Filed under: New Features

Forward your Emails to Simple Sales Tracking

Your communications with prospects and customers is likely to include sending email messages. Until now, you’ve been limited to using either Notes or the Outlook plugin to track those email communications.

Now, with the new Messages feature, you can easily forward any important email message to Simple Sales Tracking and have it automatically included in
the new Messages Tab.

Additionally, if an email address is recognized as matching an email in any of your Sales or Contacts, an association between the two is created.

How To Get Started

First, make sure that the “Enable Messages Drop-Box” check box is selected on your Admin page. Then, generate your unique email address in your Settings.

Now any time you want to forward a message to Simple Sales Tracking, include the unique email address in the CC or BCC of the message.

Note: Currently storing of email Attachments is not supported.

Filed under: New Features, , , ,

Google Map with Every Address

Any Account, Opportunity, Lead or Contact where you’ve provided an address now has a link – which opens up a new window with a pin marking the spot on Google Maps.

Filed under: How To's, New Features, , , , , ,

About

Simple Sales Tracking is web-based sales CRM software for the tracking, analysis and forecasting of individual and team sales pipeline and contacts.

Built with simplicity at its core, focus is kept on key sales tasks, while eliminating unnecessary ones, helping to ensure buy-in of the entire sales team.
Go to SimpleSalesTracking.com

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