FLG Business Technology

Partner statements have now been improved so that it’s now possible to view transactions between specific dates, rather than just by month.  This change has been applied to both statements within the main system and within partner portals.

The keyword search feature has also been added to statements within partner portals.

A keyword search across all transactions is now possible by selecting ‘Specific’ for the period, entering a search term, and selecting a date range that will span all transactions.

Ever since release, 360 has been able to refer leads on to business partners depending on the customer’s postcode. This has now been extended to assigning leads to users based on a user’s postcode.

For example, you can have all leads in the London area assigned to a specific user or group of users dealing with London, and all leads from other areas assigned to a separate team.

Also included in this feature release is the ability to associate users to partners, and therefore to assign leads to users based on the partner introducing the lead or the partner being referred the lead. As an example, you may want to assign a particular user to exclusively deal with one introducer’s leads. You can now!

Remember, you can take FLG 360 for a free 14-day test drive without any risk.