5/20/09

Fixes and Updates as of 5/20/09

Creat New Lead Support - You can now create new leads directly from your control panel. This feature is useful to further grow your Bookt CRM and contact database. When you receive a call from a prospecting guest, you can add their information directly to your leads screen. In your control panel, go to Leads>>Lead Requests. Then click on the New button above the aggregate list.

Additional POP3 Support - For importing external leads into your control panel, we have now developed new POP3 support. This technology will grow in the weeks to come, and we have more flexibile features scheduled on our roadmap. In order to take advantage of this, you need to create a new email address, that is dedicated to only external and internal leads. We will then interface with that email account and import all the leads into your control panel where they can be processed.

Lead Processing Adjustments - We noticed a few complications with the lead processing over the last week. They would be visible to you with an "Oops" message. All lead processing issues have been resolved.

Quick Lead Processing Tips:
1. We always recommend calling back guests as a primary lead response, especially on booking and property inquiries.
2. When responding to a lead, try to have coorespondence with the prospect within 30 mins of when the lead was generated.
3. Its generally not a good practice to delete any leads... even complete spam. We are tracking your lead processing time on all leads and actions. This will allow us to determine the correlation of conversion rate/response time on a large scale.
4. For spam or garbage leads, select one or multiple ones (check boxes on the aggregate list) and update status to Canceled.
5. Defer - "I dont want to work on this yet, but I will come back to it"
6. Discard - "This doesn't look like its worth following up on"