Jun
22
2010
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Time/Day Partner Delivery Scheduling

After an update this morning, the following new features are now available:
  • Accept International Phone Numbers and Addresses: It’s now possible within lead group settings to accept none validated phone numbers and postcodes.  This is useful for either accepting international customer details, or for in cases where you do not want data to be rejected for any validation reason (i.e. when accepting data from partners through an automated feed).  When taking a phone number without validation, the field can contain any character, but will be stripped of all spaces and non-numeric characters when it is saved.  When taking a postcode without validation, any character will be accepted and saved, the only manipulation will be the field will be set to upper case.  You can enable/disable validation of these fields in ‘Settings > Lead Groups’ at the bottom of the ‘Standard Fields’ section.  Note that for postcode based delivery of a lead to a partner/user, or for sending text messages, valid postcodes and phone numbers are required and invalid fields may break these features.  For text messaging, the international format 447xxxxxxxxx is now recognised.
  • Filter Leads on ‘Last Note/Call Date’ and ‘Postcode Area’: In Search Leads, it’s now possible to click ‘Add Filter’ based on ‘Last Note/Call Date’ and the ‘Postcode Area’.  This is useful for searching for all leads with, for example, a Manchester postcode (just search on ‘m’), or searching for all leads that haven’t had a call or had a note added that are over 3 months old.  I’ll let you work out how this could be useful to you, but the functionality is there now.
  • Partner Delivery Scheduling: Within ‘Partners > Settings’, in the ‘Lead Delivery Settings’ section, you can now specify a delivery schedule of the days and times that you want the partner to be eligible to receive leads.  For example, you could set a partner to only receive leads from Monday to Friday 9am-5pm, or only on weekends, or pretty much anything in between!
I hope you find these features useful and thank you as always for using FLG 360.
Written by John Jackson in: FLG 360 | Tags: , , , , , , , , , , , , ,
Mar
23
2009
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Distribute Leads by Postcode and Partner Association

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.

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