Knowledge Base

  1. Insights  

    1. FLG Insights: Click for more info.
    2. Differences between FLG Reports & Insights
  2. General 

    1. User Guides
    2. Upload a document to the file manager
    3. Changing the Email Signature
    4. Diagnosing Connection Problems
    5. Collecting Debug Log Messages from Google Chrome
  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. Creating leads by email
    4. Receiving leads from a third party who is also using FLG
    5. Troubleshooting Web Forms
  11. Subscription & Billing 

    1. Billing Explained
    2. Changing Your Subscription
    3. Using Your Own Domain Name
    4. 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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