De-duplication - Link all matched leads when received
Provide an option to link all matching leads for a de-duplication check when a lead is received. Currently, the match is only against the most recent matched lead.
Open lead in new window from summary page
It would be very helpful to have a 'open lead in new window' button next to the 'view' button on the summary page. I currently right click and select open in new window from the chrome options but this seems like it would be a easy addition as I use it quite a lot when I want to get through tasks quickly.
Zapier - Search by status
Currently, the search action on Zapier doesn't allow for a search by status. This could be helpful for finding relevant search results. Find all 'John Smiths' at the 'Sold' status, for example.
De-duplicate based on oldest match instead of newest
At the moment, de-duplication checks are against the newest matching lead. It would be helpful in some situations to change the setting to match against the oldest leads instead.
Conditional filters for appointment types
Lead actions can be added based on appointment events such as appointment created, appointment cancelled, appointment 1 hour before etc. It would be handy if there was a conditional filter for 'Appointment Type' and/or 'Appointment Title' so that actions could be triggered for only specific appointments.
Out of office feature
Posted on behalf of a customer: When most people are out of the office they apply an out of office message to respond to e-mails. In FLG if a user has sent e-mails to some of their leads, when the client responds it goes on the task list of the person who is potentially on holiday – it relies on other agents checking at various points in the day. It would be good to have a function where an agent can mark themselves as out of the office and an out of hours message can be sent by reply to the client and the e-mail or even a task that e-mail received forwarded onto another user to deal with.
'Add to hopper' and 'Priorities' for Vicidial New Lead Dialler Integration
It would be great to be able to add a 'priority' and an 'insert to hopper' option for the new lead dialler integration and not just load it to a list.