What's the difference between a Lead and a Contact?

Leads are people you're looking to do business with, to convert to a customer. A contact can be an existing customer, vendor or other people you do business with.

What’s the difference between Leads and Deals?

Deals are for tracking projects, proposals or bids with people you’ve already qualified. If you’re in the people business, say financial services, you may just want to keep track of converting leads into new customers. One customer is using our application to keep track of job applicants, so it is certainly up to you on how you use it.

Hey! My leads disappeared, where did they go?

Try clearing your cache and cookies and logging back into the site. Sometimes a certain filter combination can cause them to go out of view.

Can I assign a lead to someone else on my team?

Yes you can. Just go to Edit your lead and select the team member from the Assign to drop down menu in the Lead Overview section. You'll also have the option of notifying them of this assignment via email by checking the box.

Can I set it up so my team members can only see the leads that have been assigned to them?

Yes. Click on your Users tab and Edit the user you'd like to restrict. In the Permissions section, you can select if they can view all Leads or just leads assigned to them.

Can I export my leads and contacts out of Lead Zeppelin?

You bet, we won’t lock you out of your contacts. Just click the Export button on your Contacts or Leads page to download your list in comma-separated value (CSV) format.

Can I import leads and contacts into Lead Zeppelin?

Yes you can. We currently support Outlook CSV formatted files for best results. If you have a simple list with only a few columns, like name, email, phone number you can upload that as well. The columns don’t need to be in a certain order, but the column names do need to match those on our import template. Questions? Contact us if you have any problems.

Where can I find my account information?

The owner of your account will have an Account tab on the right side of their navigation bar.

What is your refund policy?

We offer a free trial period. After which, we ask for your credit card to keep your account open, if you’d like a plan other than our free plan. You will be billed every thirty days for our service and can cancel at any time. Since we’re a month-to-month service, we can’t provide a refund.

How do I go about upgrading or downgrading my account?

It’s easy. If you’re the account owner, click on your Account tab. On the page you’ll see a table of options showing our various plans. Click on the Upgrade or Downgrade buttons for the plans that you are interested in and click Save. If you are a new user on a free plan, or on a trial and haven’t paid yet, you will be prompted to enter your credit card information. If you have too many contacts, storage or users, you won’t be able to downgrade until you eliminate the extra users or contacts in your account first.

Where can I change my credit card?

Click on the Account tab. In the middle of the screen, you’ll see your Payments section where it displays your next billing date and the last 4 digits of your current credit card. Click the change card link to make any modifications.

Can I pay for a year in advance, or some other different payment cycle?

Sorry, not at this time.

Can you invoice us?

Sorry, we’re only set up to handle payments by credit card.

How do I assign a task to somebody else?

When entering the task, just select the person’s name in the Who’s Responsible drop down menu. You’ll need to have other folks added to your account first for them to show up here. You can do that by going to the Users tab.