FLG Business Technology

You’ll find an updated version of FLG 360 when you sign in this morning.  Here’s what’s been rolled out:

• Internal Messaging: Use the ‘Send Message’ link under the left hand menu to send a message to a single person or everyone in a group.  Messages will show up at the top of the ‘Tasks & Messages’ list on the user’s homepage.  If you don’t want a user to have the ability to send messages, use the new permissions setting under ‘Other Permissions’ in ‘Settings > Users > Edit’.  By default, this feature is enabled.
• Recently Viewed: You can now click on the ‘Recently Viewed’ link (again, under the left hand menu), to see a list of the last 10 leads that have been viewed since you last signed in.
• Notifications: The notification area at the top right of the screen has been tidied up a little, with a more detailed explanation of what the next item is.  Until now, whether an email or text message reply was waiting, you’d see ‘You Have a Message’.  You’ll now see ‘You Have a Text Message’, etc.. with a more relevant icon.
• Report Totals: On all relevant reports, you’ll now see a total line above the report detail, and you’ll see an extra line at the bottom of many downloaded reports.
• Import Validation: Many users have come across difficulties when Excel removes the 0 from phone numbers.  FLG 360 will now detect when a phone number is missing a 0 and prepend it for you.

If you don’t already use FLG 360, you can find more information and get a 14 day test drive at the FLG 360 website.

Prior to today, most reporting was based on the date a lead was originally received.  This caused problems when you needed reports based on the date that a lead was actually sent out to a partner (i.e. referred).  It was possible to get this information from the ‘Status Date (Conversion)’ reports, but this wasn’t ideal.

You’ll now see a ‘Date Referred’ tick box next to the date selection in Search Leads and selected reports within the Reports Centre.  This will bring up the selected leads/report based on the referral date.  The dates shown in the Search Leads list will be the referral date.  Any leads not referred won’t be listed/reported when ‘Date Referred’ is selected.

There’s also a new ‘Partner Transactions Report’ which will give you an exportable list of transactions for a specific period across all partners.  This will be useful when you need to see all transactions for reconciliation, or where you want to find a transaction on a particular date/range.