Knowledge Base

  1. Insights 

    1. An introduction to FLG Insights
    2. Open FLG Insights from FLG
    3. Create a new report from a template
    4. Create a new custom report
    5. Differences between FLG Reports & Insights
  2. General 

    1. Getting Help and Support
    2. Let us know how we can improve FLG
    3. User Guides
    4. Upload a document to the file manager
    5. Changing the Email Signature
  3. Users & Permissions 

    1. Setting Up A New User & User Permissions
    2. User Permissions (View Changes)
    3. User Groups
    4. Messages
    5. Deleting a user
  4. Working with Tasks & Events 

    1. Tasks and Events
    2. Calendars
  5. Importing & Exporting Leads 

    1. Lead Group Set Up
    2. Setting Up Lead Types
    3. Importing Leads
  6. Managing Leads 

    1. Statuses
    2. Searching Leads
    3. Adding a Call Note, General Note, Task or Event to a Lead
    4. Upload, view and delete documents
    5. Customise Your Call Outcomes
  7. Working with Introducers & Partners 

    1. Referring Leads to Partners
    2. How to Set Up a Partner
    3. A Partner Settings
    4. Partner Referral Setup
    5. Billing Points
  8. Workflows, Actions & Forms (Automation) 

    1. Adding a simple Lead Type Action
    2. Adding Filters to Actions / Using Conditional Filters
    3. Workflows
    4. Adding an external calendar to Forms
    5. Using Email Events
  9. Email, Text Messages & Letters 

    1. Guide to Creating Templates
    2. Sending An Email
    3. Customise the Email Unsubscribe Link
    4. Email Dropbox
    5. Email Tracking
  10. Integration & API 

    1. API Documentation
    2. Troubleshooting API
    3. Pipedream: HTTP Traffic Inspector
    4. Creating leads by email
    5. Receiving leads from a third party who is also using FLG
  11. Subscription & Billing 

    1. Billing Explained
    2. Changing Your Subscription
    3. Which Web Browsers are Supported?
  12. All articles 

    1. Referring Leads to Partners
    2. Billing Explained
    3. Setting Up A New User & User Permissions
    4. Lead Group Set Up
    5. API Documentation

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