Jul
02
2010
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Better Bots & Revenue/Cost Share Billing

We updated FLG 360 last night, rolling out major improvements to bots, lead actions and the options you have for billing your lead buyers and paying your introducers.

Here’s the details of the new features and improvements:

  • Improved Bots Features & Interface: Bots have been improved with new ‘Change Status’ and ‘Assign to User’ actions.  You can also now set a task to any user/group rather than just the user assigned to a lead.  The user interface has been standardised with the lead actions interface so adding bot actions and lead type actions works the same way.  As a side note, the feature is now just ‘Bots’ instead of ‘Contact Bots’.
  • Customise Task Descriptions in Lead Type Actions: Until now, when using the ‘Task User’ lead type action, the task would always read ‘Lead Notification’.  Now, you can have the task say anything you like.  To create a priority task, use the new tick box under ‘Task User’ rather than selecting ‘Priority Task User’.
  • Bill Lead Buyers Based on Lead Cost: There’s now the option to charge your buyers a % of lead cost.  Lead cost can either be an amount manually entered onto the lead (or received from the lead provider), or the payments that the system automatically makes to your introducers.  You can make a charge based on the cost as a % at lead acceptance, qualification and conversion.  For example, you could choose to sell leads to buyers at 125% of cost, or charge 100% cost + a fixed amount.
  • Pay Introducers Based on Lead Value: There’s now the option to pay your introducers a % of lead value.  Lead value can either be an amount manually entered onto the lead, or the charges that the system automatically makes to your buyers.  You can make a payment based on the value as a % at lead acceptance, qualification and conversion.  For example, you could choose to pay an introducer 50% of what you earn, or 10% of your earnings plus a fixed amount.
Written by John Jackson in: FLG 360 | Tags: , , , , , , , ,
Nov
20
2009
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Add Documents, Better Bots & Task Notifications

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.

Written by John Jackson in: FLG 360 | Tags: , , , ,