FLG

When viewing leads the ability to check multiple statuses/partners would be really useful.

So all agents can create notes quickly and they have uniform wording - enabling simpler searches.

Function to drag and drop single or multiple files to emails.

It would be great to have a scheduling option for texts - we are working at antisocial office hours a lot more due to COVID, so when we send quotes/emails to clients that also require a text confirmation at midnight, it would be great to schedule this text to arrive at a more 'sociable' hour to avoid phones pinging and waking up our clients! Either by scheduling each text, or by having a "global" text setting for 9am-5pm for example, so any texts sent on FLG after hours will be queued until 9am the following morning. Thanks!

Add the ability to filter by stage, date and other fields when redistributing tasks. ALso the ability to select multiple tasks and reassign those.

An option to restrict user access to leads on the lead group level would be helpful for situations where only certain campaigns are worked on by each user. For example, restrict a user so that they can see leads in a 'Debt' lead group but not an 'Insurance' lead group.

The ability to add tasks and workflows to partners to enable better relationship management with partners - currently have to have them as leads

Currently you can only attach documents from your local device or global documents from the file manager, but being able to email a lead documents that are already added to their lead direct from the email page would make life a lot easier. (ie, uploading document to a lead would then allow the document to be picked as an email attachment directly from FLG)

An option to restrict users to only see specific email, text and letter templates would be helpful. Some teams only deal with limited parts of the business and the extra templates may contain information that they don't need to see and can also cause extra confusion.

Hi, If journeys can be done only for certain users or user groups, sometimes, we only want financial department goes through the lead commission journey, so sales would not see the data there. Unfortunately, all users can see journeys in our current system. Thanks.