FLG Business Technology

This morning FLG 360 has been updated.  Along with some bug fixes, several minor new features have been introduced:

• Hover over the lead ID on the search leads screen to see a pop up box with more information about the lead including phone numbers, email, introducer and referral details.  Click the link to view the lead summary.
• There’s now a ‘Search Leads’ link in the top right hand corner of the lead summary/details screens.  Use this to either return to search leads if that’s how you got to the lead (your last search will reload for you), or go to search leads to start a new search.
• When viewing an reply email or inbound text message, the ‘Go To Lead Summary’ button has now been replaced by a link in the top right hand corner.  (This link only appears if the item is accessed from the homepage).
• A new ‘export’ option is available for downloading partner details.  Click ‘Partners > Details’ and then click the ‘Export’ button at the bottom of the page.  A download will start with a CSV (comma separated values) file containing a list of partners.
• There are now separate options for giving a user permission to view/edit the cost, value and billing point of a lead.

If you don’t use FLG 360 for CRM or lead management in your business, take a look at the features.

The billing ‘engine’ has been rewritten to make it faster, more robust, more consistent and easier to build in new features in the future.  The most noticeable change is that there are now only 2 values held on each lead relating to billing:

• Lead Cost: This is either manually entered at the point the lead is created (or later edited) if not using the partner billing system, or calculated from introducer transactions.
• Lead Value: Again, either manually entered at the point the lead is created (or later edited) if not using the partner billing system, or calculated from buyer transactions.

The following improvements have been made:

• Cost and value information is included when exporting leads (for internal users).
• Introducers and buyers now also have the total paid or total cost on lead exports.
• Reports have been streamlined and the old ‘Introducer’ and ‘Referral Sales’ reports removed.  All ‘Lead’ reports now include the number of leads, average & total cost, and average & total value.
• The ‘Add Transaction’ function has been improved to make it clearer.
• A new user permission option has been added (in ‘Settings > Users > Edit’) so that a user needs to be permitted to view/edit lead billing details.
• After consideration about its effectiveness and use, the automatic ‘revenue share’ billing option has been removed. However, it’s still possible to bill revenue share arrangements in 360 using the improved ‘Add Transaction’ button on the lead’s ‘Transactions’ tab.
• When viewing the ‘Transactions’ tab on a lead that has been referred to multiple buyers, the transactions tab now only shows transactions relating to the particular buyer, unless ‘Main Lead’ is selected in which case all transactions are shown.