A few new features have been released today. This time the improvements are a mixed set picked out from the most common customer requests.
- Add Documents to Leads – Click ‘New > Document’ to upload a document to a lead. System management users can also delete documents.
- Filter Lead Items – The old controls below the list of items associated with a lead has now been replaced with a drop-down box that lets you filter by the types of items you want to see, for example, select ‘View Documents’ to just see a list of documents.
- ‘Task’ and ‘Bot’ Labels in ‘Search Leads’ - These indicate that there is an active task or active bot on the lead. It will help you to check that all leads in a certain status have some kind of future action set.
- ‘LastNoteDate’ and ‘LastNote’ Fields on Lead Export – The very last note added (and its date and time) now appear in these columns on lead exports.
- Better Bots – Bots can now be set to start from 00:00 on the day that they are started, this means you can now have control on what hour of day things happen. For example, have a task created in the morning and one in the evening. There’s also an option to skip Saturdays and Sundays now. The bots UI has also been improved, and information about running bots is much better.
- Notify Users of Tasks by Email – You’ll see a new ‘Send Email Notifications: When assigned a task by another user’ option. When tasks are created & assigned, or re-assigned by other users to a user with this option selected, an email will be sent as notification. This is useful for users who don’t sign in to the system every day.
If you don’t use FLG 360, please take it for a test drive (14 days free, no credit card needed) and you’ll soon see how easy and fun it is to use compared to traditional CRM systems.