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• When viewing an reply email or inbound text message, the ‘Go To Lead Summary’ button has now been replaced by a link in the top right hand corner.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.

FLG 360 has been updated earlier today.  This update should clean up the homepage a little, give you a better idea of the lead behind a task/email, and give you easy access to search leads by filter from the top right hand corner of every page.

Pop Up Email/Task Lead Details

So that you can get a better idea of the lead that a task/email relates to, you can now click the title of the email or task on the homepage to see more details.  The ‘defer’ task options have also been moved into this pop up box, and options to prioritise or unprioritise a task are also available.

Here’s a screenshot of the new feature in action:

Pop Up Quick Filter

The ‘Quick Search’ links which used to be found right under the summary on the homepage now appear when you click the ‘filter’ icon at the top right hand corner of every page:

Clicking ‘New Filter Search’ will take you to exactly the same place as when you click ‘Search Leads’ in the left menu.  All other options will open up a search for ‘all time’.

On Friday morning, FLG 360 was updated with these new features & improvements:

• Search Leads is now split into ‘Filter’ search and ‘Keyword’ search.  Look for the link to the right of the ‘Search Leads’ header to change between the two.
• A new tick box selection method has been added to Search Leads which now works with the ‘Bulk Actions’ option to allow sets of leads to be selected.
• Hovering your mouse over the date of each lead will reveal the full date and time.
• More Leadbay lead types are now supported (the full range).
• The link to leads on email notifications now links to the lead summary page rather than the lead detail page.
• Several minor bug fixes.

For those of you that don’t use FLG 360, you should find out more about it and take FLG 360 CRM it for a test drive.

An update has been applied to 360 this morning, enabling the following new features:

- New ‘Master Password’ facility to allow administrators to sign-in to any user/partner account with a single password.
- New ‘Contact Permissions’ section within ‘Edit Lead’ to mark a lead as do not call, do not fax or do not email. A label will appear next to the phone/fax or email address if the DNC status is known.
- Search Leads list has been re-organised and now displays company name if it exists. The line displaying phone number/email address has now been replaced to show the assigned user. Phone number and email address still available by clicking ‘Print View’.
- New layout for the ‘Edit Lead’ screen, plus links to edit directly from the lead details tab.
- Additional fields of type long text (for a larger text box to take paragraphs of text), phone, email, postcode and date now available.
- Many ‘behind the scenes’ changes to improve speed.

If your business doesn’t already use FLG 360, improve your lead management today with a free test drive.