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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
New this time: Funnel charts and Journeys improvements
improved
FLG Journeys
FLG Insights
Hello
We've been busy improving FLG and have two new features for you to take a look at.
Funnel charts
You can now create a funnel chart which is a clean and simple graphical representation of your funnel report. This idea came straight from our feedback site so we're really pleased to release this in direct response to your feedback.
funnel_chart
Selections in journey tables
You can now add a drop-down into your Journeys tables to narrow and define the choices available. This, too, was something which came through discussion on our feedback site.
Selection in table
Please keep your feedback coming to help us shape the future of the product!
Have a great week.
Mike Emery
Product Manager
We've added new features to Journeys
improved
FLG Journeys
Hello,
Just to let you know that we've added more new features to Journeys.
Table data type
You can now add 'tables' to your journeys to collect and display data in rows and columns.
Table
Tables currently support text, decimal, integer and currency inputs.
Take a look and let us know what you think. Do you need more data types as inputs? Does it solve the problem of wanting fields side by side? What else do you need a table to do? Let us know here on our feedback site or by email or call. 
Next we're looking to improve how Journeys integrates with FLG in terms of activities, audit and workflows.
Thank you again for supporting the early release of Journeys.
Mike Emery
Product Manager
We've added new features to Journeys
improved
FLG Journeys
Hi,
Just to let you know that we've added more new features to Journeys.
Export and print
You can now see the details of every Journey submission on a lead, including the user, date started and percentage complete. More importantly, you can export each submission to PDF so it can be saved elsewhere or printed. We've also added a table of current lead data for ease of viewing.
Additional data types
We've added additional selection options in the form of radio (buttons), checklists and checkboxes. We've also created a combined date/time field type.
Bye for now.
Mike Emery
Product Manager
FLG Appointments now supports Microsoft Office 365
improved
FLG Appointments
Hello
I am pleased to tell you that Appointments now supports Microsoft Office 365. If you're a Microsoft Office 365 user who schedules calls or meetings with customers as part of your process, let us know and we'll give you 'early release' access to Appointments.
It's now also possible to make an appointment for any user with a calendar connected to Appointments rather than being restricted just to the user assigned to the lead.
Thanks!
Mike Emery
Product Manager
Our latest FLG feature - Appointments
new
FLG Appointments
Hello
Have you ever spent time going back and forth with a customer or prospect to find a convenient time for a call or meeting? Worse still, perhaps you've opened your calendar to find a clash or even missed an appointment because you're managing them in two places.
If this sounds familiar, then our brand new feature, Appointments, is just for you. It's available now as an early release for Google Calendar users.
What is Appointments?
Scheduling a call, meeting or site survey with a customer or prospect is an everyday occurrence. However straightforward it seems, arranging an appointment is all too often more complicated that it should be; it can add friction, take up too much time and it's not joined up with field based staff and teams.
Appointments checks availability in your external calendar and lets you pick an available time that suits without ever leaving FLG CRM. It then puts the appointment into your external calendar. The days of manually duplicating appointments in multiple calendars are gone - everything will be in one place so you can focus on the appointment rather than administering it!
What's an early release?
We begin by giving you minimal features and grow from there. This is just the beginning for Appointments, and your feedback will help us prioritise what we do next.
We've got lots of feature ideas - allowing customers or prospects to make their own appointments, Microsoft calendar integration, making appointments for others in your organisation, notifications, clever appointment distribution, allowing multiple attendees - but we know you'll have other great ideas too.
When can I see it?
Right away. If you're a Google Calendar get in contact, and we'll give you access. We'll set up a feedback loop involving our software engineers so you're giving feedback to the right people. We'll add new things every couple of weeks until we've solved the problem at hand.
Appointments is available on our XL and Concierge subscription plans.
Thanks for reading.
Mike Emery
Product Manager