Mar
08
2010
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Internal Messaging & Reporting Improvements

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.

Sep
17
2009
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Team Manager Dashboard & Other New Features

The FLG 360 service has just been updated with some major new features:

  • New team management dashboard – let your Team Managers or Team Leaders see a summary and current task list for any user or group of users from their homepage.
  • New Redistribute Tasks feature – team management enabled users can now redistribute tasks and emails from one user or group to another user or group.  For example, if a user leaves the office for the day unexpectedly, all tasks due before the morning can be redistributed to another user.
  • Search Leads and Reports Centre now allows you to filter by user group – for example, you can see all leads assigned to users within a particular group.
  • New reports – Lead Weekday Report, Lead Hourly Report and User Task Response Report (shows the average time it takes each user to deal with tasks).
  • Capture Leads access for introducers – an introducer can now get access to the Capture Leads tool directly from their portal.
  • Partner permissions – you can now prevent a partner buyer from changing buying settings.

Hopefully the new team management features will make it much easier to monitor and balance tasks amongst groups of users.  You can learn more about FLG 360′s task work flow, see our 5 key features page.

Jun
18
2009
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At last you can delete Partners!

360 has been updated with these improvements:

  • A long awaited delete partner feature!  Access this from ‘Partner > Details’, you’ll see the new ‘Delete’ link next to the ‘Partner Status’ drop-down box.
  • When you download a CSV of leads (as an internal user rather than partner), you’ll see a new ‘LastNote’ column.  This contains details of the last note added to the lead, if one exists.
  • New reports are available to get a list of leads ordered by the date the lead was first marked as qualified or converted.  So for example, you can get a list of all leads that John Smith converted in the past week.

See our website to learn about how FLG 360 can help you to run your Lead Generation business.