What is Release 3.0 (Lilypad CRM)? Lilypad 3.0 (now Lilypad CRM) is a major upgrade to the mobile app. The entire app has been re-written on a new, modern codebase. New features have been added, and the app is more user-friendly to help sales reps get their work done more efficiently in the field.   Whether you're new or a long-time user of Lilypa...

Here are the items completed for this release.    Enhancements (mobile version 3.7.5.219) Percentage complete shows next to a goal's progress bar on all screens in the mobile app where goals appear (LP 93258) My Stats > Goals Manager > Live tab > User details > Goals tab     Bug Fixes Unable to make multiple selections to account map fil...

A:   Navigate to your browser Settings, and clear all browsing data, cache, and cookies.  Choose “Time Range:  All Time.”  Once complete, close your browser, reopen, and log in to Lilypad web once more.   Lilypad (fintech.com) If your browser supports this, you can clear cache specifically for just Lilypad.  This will prevent you from having to type...

Here are the items completed for this release of the web version of Lilypad.   Enhancements We've added the following enhancements to the Home screen in the web.  This does not include the Social Wall (LP 90171): Limited the number of teams certain user roles can view in “Team Snapshot” and “Activities (LP 92030).” A sales rep (who is not a manager ...

The Market Stats tab is a quick overview of types of Activities and/or Tasks that you've completed during the selected month.  These category types were chosen by your manager when they created activities and tasks for your organization. The activity/task category types tracked by the Market Stats screen include the following: Visits (Total) - Total...

The Profile tab found under the mobile Side Menu is your personal user profile page.  This screen includes the following fields: Profile Pic - Tap here to add or update your profile pic.  Once saved, your profile pic can be see by your colleagues throughout Lilypad (examples:  Contacts lists and Leaderboards).  Also, your profile pic appears at the ...

My Lists The My Lists tab shows category options for Potential Placements, Follow Ups, Distributor Attention, Events and any Target Lists that have been specifically created for the user by their manager. When any one of the categories are clicked on, a list of accounts will populate that have been tagged for that list. A user can also add more acco...

Here are the items completed for this release.   Bug Fixes (mobile version 3.3.31.160) Decimal fields in activities and tasks have been fixed (IT 81664). Distributor Contact field in activities and tasks no longer shows as "missing information" when it has been filled in (IT 81924). Today screen now shows correct number of selling days left this mon...

Here are the items completed for this release of the web version of Lilypad.   Enhancements The Account Actions bubble has been added to the Organization row of bubbles under the web Settings.  This row of bubbles is only available to managers who are also setup as an Admin in their Lilypad user profile pages.  Account Actions include the following ...

Overview  While creating a new or editing an existing survey (activity or task), you have the option for Checkbox and Radio button fields to spawn additional fields based on the selection made by your sales rep in the survey.  These newly spawned fields are known as Conditional Fields .   **RELATED ARTICLE:  How To - Create A New Activity or Task - ...

Here are the items completed for this release.     Enhancements (mobile version 3.6.16.192) Ability to delete pics from the Account Profile Page > Info tab photo gallery (LP 85806).     If you have any questions about this release, please reach out to us from the Lilypad mobile app by going to Side Menu > Help Me or send an email to lpsupport@...

Tap the hamburger icon (three lines) in the upper left corner of the Lilypad CRM mobile app to open the Side Menu.  The screen shot below shows the tabs available in the mobile app Side Menu.       Mobile Version Number The string of numbers above the Help Me button is the version number of the Lilypad mobile app that you currently have downloaded t...

Here are the items completed for this release of the web version of Lilypad.   Enhancements Saving filters for Analyze > Advanced Reports (LP 93256). After choosing your filters, you can save a combination of commonly used filters for an advanced report by clicking the Create New Saved Filters button.  Going forward, click the Saved Filters butto...

Overview If the account cannot be found on the Account Search screen or Account Map, tap the Add New Account button to manually create a new account.  Once created, the manually created account name will be marked by 2 asterisks (**) so that everyone in your organization knows this account was created by a user and is not part of ongoing account dat...

Understanding the Placements Feature The Placements feature allows you to enter and give yourself credit for all the verbal commitments received from account buyers out in the market.  Once those Placements are entered into Lilypad, the Placement Tracker (Funnel) provides users the visibility to track each of those Placements to ensure they convert ...

Here are the items completed for this release of the web version of Lilypad.   Enhancements On the web Settings > Activities screen, deleted activities and tasks are now moved to the new Archive tab (LP 99689). The Survey Archive shows when an activity/task was deleted from the Settings screen and the email address of the manager who deleted it. ...

The Help Me tab in the mobile Side Menu allows you to submit a support ticket to Lilypad's Client Services team.  You can also manually create a new account that you can't find within your distributor's account universe, submit a feature request, or search Lilypad's knowledge base documentation.    Add New Account If you're unable to find an account...

Here are the items completed for this release.    Enhancements (mobile version 3.6.33.209) If you're set up as a Manager on your Lilypad user profile page, tap the Manager tab in the lower right corner of the Lilypad CRM Mobile app.  On the Live tab, tap on a user who has completed activities and/or tasks that require an account to be selected.  On ...

Here are the items completed for this release.    Enhancements (mobile version 3.6.21.197) “Select All” and “Unselect All” options added to certain checkbox lists in the mobile app (LP 90724) Activities and Tasks - Checkbox fields (this does not include Radio button fields). Side Menu > My Distributors - tap the “Toggle On/Off” button to reveal t...

The Resources tab in the side menu of the mobile app is where users can access the files uploaded by their organization's Lilypad manager/admin.  This feature serves as a single point for file sharing within the Lilypad app across an organization's entire internal network and team structure. How to Access and Share Resources Click on the Resources t...

The Notifications tab in the mobile Side Menu allows you to manage whether or not you receive notifications from various actions done within Lilypad. Depending on the action you will either receive a Push notification on your mobile device, or an Email notification.  You have the ability to turn these notifications on or off but cannot change the ty...

A:  After staying logged in for 90 consecutive days, Lilypad will log you out of both the mobile and web versions of Lilypad.  After 90 days, you will be prompted to re-type your login credentials to log back in to Lilypad.   **NOTE:  Microsoft Edge and Google Chrome are recommended browsers for the web version of Lilypad, but Safari can work, as we...

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The Goals tab in the mobile app allows a user to track their progress towards goals that their manager/admin has assigned to them in Lilypad.   General Goal vs. Target List Goal Your manager/admin can setup goals as either General or Target List.  You can differentiate each goal type by their different icons: General Goals track against anything log...

Leaderboards show how you rank among your team within Lilypad.  Leaderboards count how many activities and tasks you and your teammates have completed and ranks you within a time period. When your organization initially starts up with Lilypad, there are three default Leaderboards: Weekly Warrior Monthly Duel Daily Showdown On the main Leaderboards s...

Overview As a Distributor Rep, you may receive emails from Sales Reps on a regular basis (weekly, monthly, etc.) that contain what they've accomplished at accounts during this time period.  The information in these emails can include the following: Completed Surveys (Activities and Tasks) Completed Commitments (Placements) Distributor Attention note...

The Accounts tab allows users to view and access the available Account Universe reported to Lilypad for the distributor(s) selected by the user under Side Menu > My Distributors. **NOTE:  If no Distributors have been selected by the user, no accounts will populate on the account map. Users can activate and inactivate distributors by going to Side...

Here are the items completed for this release.     Bug Fixes (mobile version 3.6.13.189) Creating a new calendar item loads for a long time and doesn't add the item to the calendar for some users (IT 88868).  Calendar items show in the web but not in the mobile app for some users (IT 88641).     If you have any questions about this release, please r...

Here are the items completed for this release.    Enhancements (mobile version 3.6.6.180) iOS iPad Landscape view enabled when you turn your tablet sideways (LP 81440). Android tablet Landscape view enabled when you turn your tablet sideways (LP 81441). Distributor Contact Title field is now an open text field (LP 82167).     Account Contact Title f...

  Today - Main tab The Home Screen - Today tab serves as a central point for critical updates, action items, and scheduled calendar items to help plan your day. You can: View your progress for the month. Get alerts when issues occur or when accounts have not been visited for a while. Get a list of today's events you've planned.     Placement progres...

Home Screen The Home Screen is comprised of three major sections - the Home Header, Today tab, and the Social Wall tab. Upon logging into the Lilypad mobile app, you will see the Home Header at the top and default to the Today tab below. The Home Header will remain at the top of the screen whether you are on the Today or Social Wall tabs. The Home H...

Here are the items completed for this release.    Enhancements (mobile version 3.6.11.185) Mobile Daily Recap email has shortcuts to open "Today's Schedule" and "Goals" screens in Lilypad (LP 77239). When you open your Daily Recap email on your mobile device, and tap the “View Today's Schedule” button, it will launch your LP CRM mobile app to the Ho...

Here are the items completed for this release.     Enhancements (mobile version 3.3.27.156) Ability to change the distributor on an account at the top of an activity, task, or placement if the account is serviced by more than 1 distributor (LP 71936)     Information "i" icon added to inform users about VIP Distributor Contacts (LP 71374)     Account...

Here are the items completed for this release.     Bug Fixes (mobile version 3.4.4.166) Attribute fields in activities/tasks now auto-populate with previously made responses for the same account (IT 83165). Distributor Contacts list shows contacts from the account profile page when you tap the field in an activity/task (IT 83720). Plan tab > My L...

Here are the items completed for this release.     Enhancements (mobile version 3.5.3.170) Mobile side menu “Help Me” button has a link to self-help Lilypad Documentation and FAQ (LP 81108).   Your browser does not support HTML5 video.   Mobile side menu “Help Me” button allows you to submit a Feature Request (LP 81254).     Sort Social Wall posts b...

Here are the items completed for this release.    Enhancements (mobile version 3.6.28.204) Home screen > Today tab > Actions Items box - we've added 3 filters to the Aging Accounts section (LP 91051). Distance in Miles   This filter defaults to 100-mile radius.​ User has the following options to change the search radius in miles from their cur...

Here are the items completed for this release.    Bug Fixes (mobile version 3.5.5.172) Some users see a blank white screen in the mobile app (IT 85179).    If you have any questions about this release, please reach out to us from the Lilypad mobile app by going to Side Menu > Help Me or send an email to lpsupport@fintech.com.   Thank you! Your Li...

Here are the items completed for this release.    Bug Fixes (mobile version 3.6.30.206) Surveys (activities and tasks) with Number fields no longer throw blank error messages when the survey is completed.  Decimal fields in surveys were not affected.   Users have the option to add an integer or a number with a decimal in Number fields. When you tap ...

Here are the items completed for this release.    Bug Fixes (mobile version 3.6.9.183) Minor bug fixes. Adding a new contact in an activity/task properly saves (IT 86848). Daily Team Recap toggle properly stops sending emails when turned off (IT 86911).    If you have any questions about this release, please reach out to us from the Lilypad mobile a...

Here are the items completed for this release.    Bug Fixes (mobile version 3.6.24.200) Bug fixes for sales data (IT 92937, IT 93142)   If you have any questions about this release, please reach out to us from the Lilypad mobile app by going to Side Menu > Help Me or send an email to lpsupport@fintech.com.   Thank you! Your Lilypad Team...

Here are the items completed for this release of the web version of Lilypad.   Enhancements “Account Not Found” has been relabeled to “Add New Account” and accounts that have been manually created in the web now include latitude and longitude so that they can be found on the Lilypad account map.  This is the same functionality as the “Add New Accoun...

Here are the items completed for this release.    Enhancements (mobile version 3.7.0.214) We've added a new “Month To Date” option to the “Time Period” dropdown to the following screens: Account Profile Page > Sales tab Side Menu > My Distributors > Sales tab When you select “Month To Date” the line graph will change to a bar graph, and the...

Here are the items completed for this release of the web version of Lilypad.   Enhancements For clients using Cloud Data connections, we've implemented a daily refresh to ensure accounts are up-to-date (IT 83795, LP 90176).  **NOTE:  To ensure a smooth rollout, the initial cloud refresh for each organization will take about 4 to 5 hours in a phased ...

The Reports tab in the Side Menu of the mobile app is where users can pull and email valuable data regarding Lilypad actions completed within the market.  Each mobile report can only pull data that goes back a maximum of 90 days.  Running Reports In the mobile app, go to the Side Menu via the hamburger button in the top left corner of the screen. Cl...

Here are the items completed for this release of the web version of Lilypad.   Enhancements Audit Log for Settings > Activities and Tasks (LP 90172). The new Audit Log records every change made to the Settings screen of an Activity or Task template.  Each change will show a date stamp, time stamp, and the email address of the admin who made the c...

Selecting distributors determines the number of account universes you can access when searching for accounts throughout Lilypad.  You are given access to a list of distributors by your manager or admin.   Upon your very first login to Lilypad as a new user, you are given the option to select distributors before you navigate Lilypad.  If you need to ...

The Contacts tab in the mobile Side Menu is a list of your colleagues within your organization.  They are sorted in alphabetical order, and you can view or contact them from this list.  Tapping into a contact will show the following fields that pulls from their personal Side Menu > Profile page.  If the field isn't visible, that means your collea...

Activities/Tasks overview The Activities and Tasks tabs, found after tapping the Blue Pushpin, contain different surveys created by your Admin/Manager to allow you to log market actions within Lilypad.  Activities and Tasks are commonly referred to as "surveys."   Lilypad has 5 default Activities pre-built for your team when you initially start your...

My Calendar (planner) The My Calendar tab shows all planned activity as colored dots for a quick view on a user's planned day. Tap the Information "i" icon in the upper left corner of the calendar for a legend that defines each colored dot. A date on the calendar can be clicked on to see what activity was planned for that day.    A user can add any ...

  Social Wall Feature Lilypad's Social Wall feature is very similar to popular social media platforms and is a great way for teams to stay in touch and showcase what they are doing in market!  There are multiple ways to interact with other Lilypad users through this area of the app.  Reps can add to the Social Wall to share best practices and big wi...

Here are the items completed for this release.    Enhancements (mobile version 3.7.8.222) Added "Class Of Trade" field to all Add New Account screens (LP 99819). “Class Of Trade” options include: BAR CONCESSIONAIRE CONVENIENCE/GAS DRUG STORE FACTORY/OFFICE GENERAL MERCHANDISER GOVERNMENT/NON MILITARY HEALTH/HOSPITAL HOTEL/MOTEL LIQUOR/PACKAGE STORE ...

Here are the items completed for mobile release 3.3.14.143.    Enhancements  Add New Account.  You can now manually create a new account from the following screens in the mobile app:  Account Search screen when you begin a placement, activity, or task that require an account to be selected.  Side Menu > Help Me  Blue Pushpin > Tasks > “Add ...

History Feature The mobile History tab is a list of all items you have completed within Lilypad.  Each item notes the type of action that was made, and the date and time the action was completed.  The list is sorted in chronological order - most recent items sorted at the top of the list. The History tab includes the following types of activity logg...

The Brandfolder tab in the side men of the mobile app functions similar to the Resources tab in terms of allowing access to your organization's collections and digital assets. The Brandfolder tab is a link and tapping it will navigate the user outside of Lilypad to your organization’s Brandfolder collections and digital assets. This will contain spe...

If the mobile user is set up as a Manager/Admin, they will see a Manager button in the lower right navigation. If the mobile user is not set up as a Manager/Admin, they will see a Contacts button in the lower right navigation.  This is a shortcut to the same screen found in Side Menu > Contacts, which is a list of the user's colleagues.     Manag...