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Setup & Configuration
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Upload a document to the file manager
Changing the Email Signature
Lead Group Set Up
Problems Using FLG Over O2 Mobile Data
Collecting Debug Log Messages from Google Chrome
Diagnosing Connection Problems
Customise your quick text - call outcomes
De-Duplication Settings
Setting up a Web Form to Capture Leads
Receiving leads from a third party who is also using FLG
Creating leads by email
Troubleshooting Web Forms
Which Web Browsers are Supported?
Customise your quick texts - task details
Customise your quick texts - event details
Receive appointment, task and event notifications
Add custom titles to lead groups
Setting Up Lead Types
Getting Help and Support
Multi-Factor Authentication on FLG
Users & Permissions
Setting Up A New User & User Permissions
User Groups
User Permissions (View Changes)
Deleting a User
Messages
Audit Logs Report - Advanced Compliance
Managing Leads
Searching Leads
Statuses
Bulk Actions
Adding a Call Note, General Note, Task or Event to a Lead
Assigning or Distributing a User's Leads to Another User
Trouble shooting system errors
Managing documents
Moving Lead Groups
Collect documents from your customers
Email, text messages, and letters
Creating a letter
Sending a Text Message
Text messages
Sending An Email
Guide to Creating Templates
Email Tracking
Transferring Email Templates From Third Party Sources
Printing Letters
Positioning for Windowed Envelopes
Use Flow XO to Automatically Update Contact Preferences for a Lead
Text Sender Name
Email Replies
Permission to Email
Email Sender Name
Email Dropbox
Customise the Email Unsubscribe Link
Email Deliverability & Spam
Letter Printing Format
SMTP Failure Responses
Email sending domains and IP addresses
Email address validation
Email domain verification
How do I lower my email bounce rate?
How to maintain a low email spam rate
Tasks and Events
Calendars
Tasks and Events
Appointments
An introduction to Appointments
Getting started with Appointments
How to change appointment rules
Create a new appointment type
Create an appointment from a lead
Let your customer choose and book their own appointment slot
Create an appointment for anyone in a team
Connect a Google calendar to FLG
Connect an Outlook.com calendar to FLG
Connect an Office 365 calendar to FLG as an admin
Connect an Office 365 calendar to FLG as a user
How to disconnect a calendar from FLG
What are appointment rules?
What is an appointment type?
View appointment types
Edit appointment type
Delete appointment type
Sort list of appointment types
Office 365 error - user account does not exist in tenant
Edit an existing appointment
Cancel an existing appointment
Mark an appointment as complete
View appointments made on a lead
Set up automated reminders and workflows for appointments
Appointment events
Appointments audit
Appointments and the API
Cronofy
Invite the customer to an appointment
Data import and export
Importing Leads
Introducers and partners
How to Set Up a Partner
A Partner Settings
Lead Distribution to Referral Partners
Notify a partner by SMS or Email
Billing Point
Partner Balance, Credit Limits & Low Funds Threshold
Returning Leads
Partners sign up page - New Buyers
Partner Referral Setup
Workflows and lead actions
Workflows
Working with Webhooks
Adding Filters to Actions / Using Conditional Filters
Adding a simple Lead Type Action
Using Email Events
Forms and journeys
An introduction to Journeys
Collect information from a customer using a journey
Show or hide fields in a journey based on conditions
Add a custom thank you page and redirect button to a completed journey
Share a PDF of a completed Journey
Adding an external calendar to Forms
Duplicate a journey
Create a multi-page Journey
Create a new Journey
Sort list of Journeys
Edit existing Journey
Delete existing Journey
Name or re-name a Journey
Add custom thank you page to a Journey
Add a field to a Journey
Edit field label in a Journey
Remove a field from a Journey
Edit an existing Journey field
Add conditions on Journey fields
Create a calculation field
Create table fields in Journeys
View existing Journeys list
Open a Journey from a lead
View completed and live Journey data
Create a new journey field
Preview a Journey
View Journey properties
Make Journey fields read-only or required
Add helper text to a field in a Journey
Static elements - add images, text, hyperlinks, headers and dividers to Journeys
Field types available in Journeys
View completed Journey submissions for a lead
Insights and reports
An introduction to FLG Insights
Open FLG Insights from FLG
An introduction to Funnels
Edit the name of an existing report
Edit an existing report
Create a new report from a template
Create a funnel
Refresh the data in a report
Create a new funnel report
Revert to an earlier version of a report
Schedule an existing report
Duplicate an existing report
Share an existing report
Search for existing reports
Differences between FLG Reports and Insights
Add totals to a report
Sort column results in a report
Sort the reports list on the homepage
Sign out of FLG Insights
Delete existing reports
Filter column results shown in a pivot table
Download a report
Limit row and column results shown in a report
Switch report types
Create a new funnel chart
A typical funnel scenario
Pin and unpin favourite reports
Reports Summary
Voice and diallers
An introduction to Voice
Integrating with VICIDIAL Dialler
Integrating with the Connex One Dialler
Integrating with DXI Dialler
Click to Call
How to 'Screen Pop' FLG
Integrations and API
API Documentation
Integrating with BrightOffice
Using LeadsBridge with FLG
Pipedream: HTTP Traffic Inspector
Use Flow XO to Capture Leads from Instapage
Receiving Leads from Facebook Lead Adverts
Capturing Leads Using Zapier's Email Parser
Receiving Payments Through PayPal
Connecting Other Services to FLG with Zapier
Troubleshooting API
Subscription and billing
Changing Your Subscription
Billing Explained
Cancelling Your Subscription
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Multi-Factor Authentication on FLG
API Documentation
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