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- Quick Summary
- Accept & Manage
- Convert
- Introducers
- Refer & Sell
- Marketing
- Security & Customisation
Accept & Manage Leads
Capture Leads
Generate web forms in just a couple of clicks, both iFrame and standard HTML web forms.
Step by step tool for accepting leads from other FLG 360 users.
Lead Provider Integration
Step by step integration with popular lead providers including PAA Leads (Moneysupermarket.com), Lead Co-op, Leadbay and Finance Leads Online (BeatThatQuote.com).
Receive Leads by Text Message
Prospects can create leads by texting a keyword and their name to a text message shortcode (such as 80011).
You control what happens next, such as distributing the lead to a user and replying back with a message.
Import & Update
Bulk import 1000's of leads at once, in CSV or XML format.
Automatically maps columns to FLG 360 fields, and imports in the background so you can get on with other tasks.
FLG 360 even supports updating leads in a spreadsheet editor and importing changes in bulk.
Powerful Distribution Rules
Distribute leads to a user based on your rules:
- Distribute to a single user.
- Randomly or sequentially distribute to grouped users.
- Assign to a user based on the location.
- Distribute based on where the lead comes from.
Pull Distribution
For lower value leads or for reworking older leads, set up 'pull' distribution so that users can pick up a lead when they're free.
De-Duplication
Fully configurable de-duplication rules including matching on name, company, telephone, email and address.
Supports linking of duplicates to existing leads and automatically updating contact details.
Configure a time window for duplicates, if a long time has elapsed consider it unique.
Plug-In Framework
Add bespoke functionality to the lead summary through FLG 360's plug-in framework.
Developers can use the API and a 'canvas' accessible through the lead summary to build business specific applications that extend FLG 360.
API
Use our API to create, read, update and delete leads and partners.
The API allows for integration of FLG 360 with more complex websites and external systems.