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New release - improvements to Journeys and Voice
improved
FLG Journeys
FLG Voice
Hello,
We've just released some great new Voice and Journeys functionality.
Add call comments to an existing telephone call note
The Aircall integration, the first offering as part of our Voice track, is great and creates telephone call notes automatically with call recordings just a click away. We quickly identified that it's very normal for an agent or adviser to record important details of the conversation after the call has ended. With the telephone call note locked, there was no way to do this. Well, there is now! If you use Aircall, or one of our future Voice integrations, then you can now add call comments to a telephone call note. Entries are date and time stamped and show which user added it so a full audit history is available. Plus you can still add call comments in the Aircall app too.
Append comments to Voice call notes
Use conditional filters in Journeys to power automation
Journeys automation just got better. You can now trigger events based on the data collected via a journey. For instance, you could ask your customer what bolt-on products they may be interested in and automatically send them more information. Or check their date of birth if your products are targeted at specific age groups and send more information based on that.
Auto-expanding long text box
It turns out that the 'long text' data type just wasn't long enough for some of you, so we've made it auto-expand. The input box will now expand to forty lines before you'll see a scroll bar. If you only collect a small amount of text, you'll see no change.
Long text box auto-expand
Thank you,
Mike Emery
Product Manager
New release - Journeys webhooks and automation plus more Appointments controls
improved
FLG Appointments
FLG Journeys
Hello
We've just released some great new Journeys and Appointments functionality.
Lead action events
You can now automate actions based on the progress completing a journey. For instance, why not send your customer or prospect an email thanking them for their time completing your fact find. Or assign the lead to a particular user or user group once a journey has been completed so the contents go to the right people straight away.
Journeys event triggers
Webhooks
Journeys data is no longer siloed! Set up a webhook as part of a lead action or workflow in the normal way and you'll now see Journeys' data included so you can start to make use of it in other systems or tools.
Edit or delete an appointment from FLG
Appointments can now be edited or deleted from the FLG activity stream. Not only is this easier than jumping over to Google Calendar or Microsoft Office 365, you can do it on behalf of others in your company without needing access to their external calendar and be able to check their live availability. It's fast and simple to do, so an appointment can be rearranged whilst your customer or prospect is on the end of the phone and be updated in the external calendar in seconds.
Edit appointment
Next we're expanding Appointments to user groups so we can check calendar availability for a whole team. We're also building on Journeys automation with conditional filters before we start to look at in-page calculations and conditional logic.
Mike Emery
Product Manager
New release - Voice click-to-call, screen-pop and number matching 📞
improved
FLG Voice
Hello
We've been busy adding new features to our Voice integration with Aircall.
We have a small number of customers who are already enjoying the Aircall integration and have been impressed with what they see. If you're looking for a telephony system with a tight integration with FLG, why not have a look at Aircall.
Click-to-call and screen-pop
Clicking on a telephone number in FLG will now send it straight to the Aircall dialler to save you time when making outbound calls and link the call straight to the lead.
Click to call
We also show key caller information for inbound calls such as the caller's name and details about their lead plus a link to screen-pop straight to the lead.
Clever number matching
It's possible that your FLG system may have the same telephone number recorded on multiple leads. Or your users could call you from an alternative or withheld number you don't have recorded.
To ensure the call note and call recording are placed on the correct lead, we've added a clever number matching feature to allow the person on the phone to make matches during and for a period after the call
Match call
We use the FLG platform as our core product so this is going to be great for us as we take calls from multiple users from the same company. We can now quickly match calls to leads to ensure a complete audit of call notes and call recordings.
Let us know how we can make the Aircall integration even tighter or if you have a telephony system you'd love to be integrated with FLG.
All the best.
Mike Emery
Product Manager
New release - more Appointments automation 🕒
improved
FLG Appointments
Hello
A new FLG Appointments feature to tell you about.
Lead action events
Make sure your customers or prospects never miss a call or meeting using lead action events with Appointments.
You can now send reminders, notifications and follow-ups based on the date or time of an FLG appointment. For instance, you could send an email one day before the appointment to ensure your prospect has everything to hand they'll need for a call. Or send a text message one hour before so they're ready and pick up the call when you ring. You could also remind your own users of forthcoming appointments so they can prepare.
Event trigger
Let us know if we can add any further automation to make your processes even more slick and consistent.
Next we're working on giving more control of Appointments from your FLG activity stream so you'll be able to delete and edit them without visiting your external calendar.
Have a great weekend.
Mike Emery
Product Manager
New release - FLG template variables field chooser 📄
improved
FLG Appointments
FLG Journeys
Hello
For those of you using templates and template variables, we think you're going to love our latest release.  Adding variables to templates is tricky, time consuming and not within everyone's comfort zone. Well, not anymore!
To make it simpler and quicker for all users, we've added a new field chooser so you can now add variables to templates with a single click and see all available variables in one easy menu. No more code writing or trying to remember what is in each additional lead group field - everything at your fingertips right where you need it.
Template variables4
We've also made Journeys and Appointments fields available in the field chooser so they too can be added to templates. This is just the start of our work to make Journeys and Appointments data more accessible and usable. Next we're looking at API and webhook access.
Please take a look and let us know what you think. We love hearing what you like and don't like so we make the right priority decisions for you. Why not hop over to the FLG feedback board so you can see what other FLG users have asked for. Add your vote where you want the same thing or post something new.
Thanks.
Mike Emery
Product Manager
New release - Appointments availability periods 🕒
improved
FLG Appointments
Hello
Another new FLG Appointments feature to tell you about.
Availability periods
Each user can now set up availability periods so FLG CRM only offers appointments during those hours to accommodate different working patterns and rotas. It avoids appointments in your calendar at times you're unavailable or at times which are inconvenient.
Availability periods is another big step towards giving each user complete control over their time. With minimum scheduling notice, buffer between appointments and start intervals already possible, the rules are powerful and provide great flexibility.
Appointments - availabilty periods
Next we're working on more automation with appointment triggers to control tasks and notifications.
Thanks for now.
Mike Emery
Product Manager
Our latest FLG feature - Voice 📣
new
FLG Voice
Hello
I am very pleased to tell you that our latest development track, Voice, has commenced and the first release is complete!
What's Voice?
Voice is focused on diallers and telephony, offering tight integrations with some of the best telephony systems. These integrations are simple to set up, easy to use and offer all the compliance you need. We're exploring telephony systems for small and medium-sized businesses, and also those best suited to call or contact centre settings.
What's first for Voice?
Our first release is our Aircall integration. Aircall is an ultra modern telephony system with instant setup, powerful integrations and proven quality. It scales very easily and offers the flexibility you need to fit your business today and the plans you have for tomorrow.
Our first release with Aircall provides something new for FLG CRM - automatic telephone call note creation and access to call recordings straight from the lead. The latter is something you've been calling out for on compliance and quality grounds so we've made this our top priority.
Aircall-Canny changelog
Can I try the Aircall integration?
Absolutely! The FLG integration with Aircall is available right now. As an early release we've given you basic, yet valuable, features so we get real usage and your feedback as early as possible.
What's next for Voice?
You tell us! Hop over to the feedback site to post your suggestions. 
We want to do more with Aircall to make the integration even better and then plan to look at our next product integration. If you have one you're desperate for, get it on our feedback site.
Thanks for reading.
Mike Emery
Product Manager
New: Journeys activity stream integration and Appointments rules
improved
FLG Appointments
FLG Journeys
Hello
Two new FLG features to tell you about this week.
Journeys integration with activity stream and audit log
We now record Journeys actions on the lead, such as started, partially completed, completed or exported to PDF. All your compliance and audit data for Journeys is now available in the same place as everything else.
Journey - activity stream
Appointments rules
You can now define how you want your appointments to be scheduled. By setting the minimum scheduling notice, you avoid last minute appointments and you can set a buffer time between appointments for important preparation, travel or wrap up activities. It's also possible to define the frequency of start intervals in your calendar to offer appointments every 15, 30 or 60 minutes. The latter was an idea which came straight from our feedback site.
Appointments - rules
Next we're looking at making Journeys and Appointments data available to templates.
Thanks.
Mike Emery
Product Manager
New: Journeys and Appointments workflow integration and more
improved
FLG Appointments
FLG Journeys
Hello
More new FLG features to tell you about!
Integration with workflows and lead actions
Two for the price of one - Journeys and Appointments are now integrated with FLG workflows and lead actions so you can start to automate their use and embed them into your business process. These are product ideas which you've been voting on via our feedback site.
Journeys - workflow
Date and time in journey tables
You can now add date and time fields into your Journeys tables to collect the data you need in the right format. Let us know if you need even more data types.
Journeys - date in table
Thank you for all the great feedback you've given us. We appreciate you supporting our products, and with your help, we can make it better for you.
Bye for now.
Mike Emery
Product Manager
You can now see Appointments on your leads
improved
FLG Appointments
Hello
As well as opening Appointments up to all XL and Concierge subscription plans under the 'early release' banner, we've also taken integration with FLG CRM to a new level with our latest release.
It's now possible to see details of appointments on the lead activity stream and in the audit log/report. We hope this will give you improved visibility of your commitments and give you the audit and compliance history you need. Any changes you make to appointments created by FLG CRM in your external calendar will also be reflected in FLG CRM meaning everything stays in perfect sync.
Take a look and let us know what you think. Next we're looking at integrating Appointments with workflows and lead actions.
Thank you for supporting the early release of Appointments.
Thanks.
Mike Emery
Product Manager
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