FLG Business Technology

You may have noticed some changes to 360 this morning following an update, particularly a new ‘Update Leads’ option on the ‘Tools’ menu.  Here’s what’s changed with the latest update:

• Improvements to the API. It is now possible for other business systems to update a lead within 360 automatically (through an XML post to the API).
• New Update Leads tool. For some time it’s been possible to import leads from a CSV file.  Now leads can be updated from a CSV file.  To use this tool, export a CSV file using ‘Search Leads’, make changes to it as necessary (most fields can be updated including assigned user and status, but excluding lead group, introducer and site), and then upload the updated file into ‘Update Leads’  The process is then very similar to importing new leads.  This tool will be very useful for processing spreadsheets sent back from partners.
• Formatting lead data. Up until now, the system would try to ‘clean’ the data on new leads so that forms filled out in ‘ALL CAPS’ or ‘all lower case’ would be converted to ‘Title Case’.  However, this meant that names properly entered as ‘Mr. McKay’ or ‘Mr. FitzGerald’ were converted to ‘Mr. Mckay’ or ‘Mr. Fitzgerald’.  This feature has been improved, but in order to reach a compromise between amending data and preserving correct formatting, forms filled out in all upper case won’t be converted.

Several smaller improvements and bug fixes have also been applied.  If you don’t already use FLG 360 to manage your business sales leads, take a look at the features and pricing, or take a test drive.

An update last night improved the way that leads are imported and bulk actions are processed:

• The import limit (1000 leads) and the bulk actions limit (1000 leads) have now been lifted, and you can now import as many leads as necessary in 1 batch (10MB file limit), or apply bulk actions to as many leads as you can search for.
• You will now see a ‘Processing..’ page until requests are complete, and requests are processed in the background.  This means you may wait longer for the request to be complete, but you can navigate away from the ‘Processing..’ page and the request will continue in the background.

I hope this makes your life a bit easier!