FLG Business Technology

A lead import tool has been available for some time, but although it worked perfectly well, it wasn’t very flexible and required data to be in a certain format.  Yesterday, along with some other smaller updates, a new lead import tool was released.

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.

Today the video demo’s on the FLG 360 website have been updated.  They were getting a bit outdated with the recent interface and feature improvements.

See them on the homepage and 5 key features pages.

Last nights update to 360 was completed successfully.  The objective of this update was to replace the old contact management engine (for emails, texts, tasks, bots, etc.), with a new, faster, better featured and more usable system.

The new system is already a big improvement, but because of it being better integrated with other areas of the platform, future development will be much, much easier.

New features:

• HTML templates and emails.
• Image upload within templates and emails.
• Add attachments to templates and emails, both from local computer or 360 file manager.
• Cc and Bcc fields on emails.
• Select a default email template to use when creating an email within ‘Settings > Email’.
• On reply emails, the original email is now quoted.
• New standard task due options (Tomorrow Morning, Next Monday, etc..).
• Add commonly used text to calls/tasks with the shortcuts menu.
• Relevant lead details are shown at the top of the page when creating emails/notes/tasks, etc..
• Contact bots are now suppressed where the contact preferences prohibit the contact method.
• ‘Cancel all existing tasks’ checkbox when creating a new task.
• Email bounce handling engine in place and being tested before full roll out (will be live in next 2-3 weeks).
• Plus lots more small changes you’ll notice to hopefully make lead processing more streamlined.

If you’ve not tried FLG 360, take a free test drive for the next 14 days and see these new features for yourself.