FLG Business Technology

The billing ‘engine’ has been rewritten to make it faster, more robust, more consistent and easier to build in new features in the future.  The most noticeable change is that there are now only 2 values held on each lead relating to billing:

• Lead Cost: This is either manually entered at the point the lead is created (or later edited) if not using the partner billing system, or calculated from introducer transactions.
• Lead Value: Again, either manually entered at the point the lead is created (or later edited) if not using the partner billing system, or calculated from buyer transactions.

The following improvements have been made:

• Cost and value information is included when exporting leads (for internal users).
• Introducers and buyers now also have the total paid or total cost on lead exports.
• Reports have been streamlined and the old ‘Introducer’ and ‘Referral Sales’ reports removed.  All ‘Lead’ reports now include the number of leads, average & total cost, and average & total value.
• The ‘Add Transaction’ function has been improved to make it clearer.
• A new user permission option has been added (in ‘Settings > Users > Edit’) so that a user needs to be permitted to view/edit lead billing details.
• After consideration about its effectiveness and use, the automatic ‘revenue share’ billing option has been removed. However, it’s still possible to bill revenue share arrangements in 360 using the improved ‘Add Transaction’ button on the lead’s ‘Transactions’ tab.
• When viewing the ‘Transactions’ tab on a lead that has been referred to multiple buyers, the transactions tab now only shows transactions relating to the particular buyer, unless ‘Main Lead’ is selected in which case all transactions are shown.

An update this morning has introduced these new features and improvements:

• Tasks (on both the homepage and lead summary) now include ‘defer’ quick links to defer the due date/time by 1 hour, 2 hours, 1 day, 2 days, or a week in 1 click:
  

  Defer Tasks with a Single Click

• A new ‘Copy Lead’ option has been added to the actions available on a lead.
• When adding new leads through ‘New Lead’ or ‘Import Leads’, there is now the option to override duplication settings and save the lead even if a duplicate is found.
  • On ‘New Lead’, the duplicate message now contains the option to either create the lead anyway or to go to ‘Search Leads’ to find the existing lead.
  • In ‘Import Leads’, there is now an option on step 3 to ‘Ignore De-Duplication Settings’.  If this option is ticked, leads will be imported even if duplicates are found.

The FLG 360 service has just been updated with some major new features:

• New team management dashboard – let your Team Managers or Team Leaders see a summary and current task list for any user or group of users from their homepage.
• New Redistribute Tasks feature – team management enabled users can now redistribute tasks and emails from one user or group to another user or group.  For example, if a user leaves the office for the day unexpectedly, all tasks due before the morning can be redistributed to another user.
• Search Leads and Reports Centre now allows you to filter by user group – for example, you can see all leads assigned to users within a particular group.
• New reports – Lead Weekday Report, Lead Hourly Report and User Task Response Report (shows the average time it takes each user to deal with tasks).
• Capture Leads access for introducers – an introducer can now get access to the Capture Leads tool directly from their portal.
• Partner permissions – you can now prevent a partner buyer from changing buying settings.

Hopefully the new team management features will make it much easier to monitor and balance tasks amongst groups of users.  You can learn more about FLG 360′s task work flow, see our 5 key features page.