• Hover over the lead ID on the search leads screen to see a pop up box with more information about the lead including phone numbers, email, introducer and referral details.  Click the link to view the lead summary.
• There’s now a ‘Search Leads’ link in the top right hand corner of the lead summary/details screens.  Use this to either return to search leads if that’s how you got to the lead (your last search will reload for you), or go to search leads to start a new search.
• When viewing an reply email or inbound text message, the ‘Go To Lead Summary’ button has now been replaced by a link in the top right hand corner.  (This link only appears if the item is accessed from the homepage).
• A new ‘export’ option is available for downloading partner details.  Click ‘Partners > Details’ and then click the ‘Export’ button at the bottom of the page.  A download will start with a CSV (comma separated values) file containing a list of partners.
• There are now separate options for giving a user permission to view/edit the cost, value and billing point of a lead.

If you don’t use FLG 360 for CRM or lead management in your business, take a look at the features.

This evening, a new feature has been introduced that will alert you of any other potentially conflicting tasks.  Details of this and other updates are shown below.

• Task Conflicts – When a task is being created/edited, other tasks within 15 minutes before or after the due time for the task being created/edited are now flagged up to the user.  The user can then schedule the task more appropriately if necessary.  When assigning a task to another user, for privacy reasons only the times of the conflicting task(s) are shown, rather than the full task details.
• Permissions & Preferences – Changes to permissions and preferences (user or account level) now come into effect immediately rather than when the user next signs in.
• Message Received Notifications – For users who don’t sign in to their account often, it’s now possible to get an email notification when a message arrives into their account.  To enable this option, visit ‘Settings > Users > Edit’ and tick the ‘Send Email Notifications When a new email or text message is received’ option.
• Date & Time Formats – To improve consistency, all dates/times are displayed in the format ‘Tue, 19th Jan 2010 18:00′, or a subset of this.  Times in the 12 hour format have been dropped.

If you don’t use FLG 360 CRM, you can test drive the service for free.  The plans and pricing page has also recently been made clearer.

Here’s the improvements released yesterday:

• New lead import tool providing much more flexibility.  The data format can be adjusted so that the CSV/XML data is parsed correctly, and more importantly, there is now a ‘column mapping’ feature.  This means you can import a file with any (or even no) column headers, and map the columns to the data they contain.  The column type will also be auto-detected if a recognised column header is provided, such as ‘phone’.
• UI improvements within ‘Edit Lead Type’ and ‘Edit Contact Bots’ to make managing filters/actions a little quicker and easier.
• Lead Group additional fields are now locked for editing if there are leads in the lead group, or there are filters on any of the lead types within the lead group.  This is to prevent changing the order or type of data in each field, which would cause the data on a lead to be mixed up or filters to work incorrectly.  You can ‘unlock’ the fields if you need to, but I wouldn’t advise this.
• There is now a ‘Sequential’ group distribution method.  By choosing this (in ‘Settings > User Groups > Edit’), leads/tasks that are assigned to a group are assigned sequentially (round robin) rather than randomly.
• Some database optimisations should mean that working with lists of leads works a lot quicker.

Perhaps you have clients that currently receive leads directly into their email inbox, print out and manually distribute? You know ‘full’ CRM will be too steep a learning curve and too complex, but there is a need for better lead management.

By reselling FLG 360 you can solve your client’s lead management problems, and start building up a regular income stream that falls straight to your bottom line.

• Fully own branded
• Accessed from your domain
• Unlimited single user Team plans for free!
• Heavily discounted reseller pricing
• Easy for your clients to use
• Fast deployment
• Upsell opportunities

Find out more about reselling FLG 360 or place an enquiry.

Once the test driver has completed a short form on the 360 site, and chosen a plan, number of users and hostname, an email will be sent almost immediately with sign-in details.  The test drive is then available for the full 14 days.

Take a free test drive of 360 Lead Management now.