FLG 360 has been updated this morning. You may need to refresh your browser or clear your cache if you see any strange behaviour.
- You can now let your users ‘pick up’ (pull) leads, as well as distribute to them (push). Use this new feature to either work brand new leads or re-work leads that have gone into any status. More details are provided below.
- The notifications area at the top right of the interface now updates in real time. For example, if you’re writing an email and a new message comes in, you’ll see the notification appear immediately.
- New ‘ROI’ reports set in Reports Centre give an all round view of leads in, cost per lead, total cost, conversions, conversion rate, ROI and profit. There are 4 new reports.
Setting Up the ‘Pick Up’ Leads Feature
- First, put the users that you want to be able to pick up leads into a user group (Settings > User Groups), and also check their permissions in ‘Settings > Users > Edit’ to make sure that ‘Enable pick up leads’ is ticked.
- Go to edit the user group, and within ‘Lead Pick Up Statuses’ click the ‘Select Statuses’ button.
- Tick all the statuses that you want users to pick up from. For example, you might want to tick ‘New’ status across all lead groups.
- That’s it! When users in the group sign back in again, if there are leads available to pick up, they’ll see a ‘Pick Up Lead’ option next to ‘New Lead’ in the top right hand corner of the interface. Clicking this link assigns the lead to the user and takes the user straight to the lead.
How Does ‘Pick Up’ Leads Work?
FLG 360 checks whether there are unassigned leads in any of the statuses that you select, within any of the lead groups that the user belongs to.
If any leads are found, the ‘Pick Up Lead’ option is displayed. This will randomly select an available lead and assign it to the user, therefore removing it from selection. Every other user’s display will update in real time so if no further leads are available the ‘Pick Up’ option will dissappear until another lead is available.
There are use cases outside of just picking up new leads. For example, you may want to do a search for all leads that didn’t convert 3 months ago, and use ‘Bulk Actions’ to un-assign those leads and set the status to ‘Due for Revisit’. If the ‘Due for Revisit’ status is part of a pick leads setup, then your users will be able to start taking those leads and trying to convert them again.
If you are an existing user and need any help with putting this feature into practice, just let us know.
If you’re not an existing user, get a fully working 14 day test drive and try it out!