Distribute
Get every lead to the right person, first time
Most teams don’t lose leads because they’re short staffed. They lose them because no one’s quite sure who should take what. You hear the same things every day: who’s picking this up, whose turn it is, and why a good lead ended up with someone else.
FLG cuts through all of that. Every lead goes exactly where it should, instantly and fairly, so your team can follow up fast without any internal squabbling.
Smart lead assignment
Lead distribution doesn’t need to be a daily debate. FLG assigns every enquiry automatically using clear rules, so the right person gets the right lead without internal emails, shouting across the office or accidental cherry-picking.
- Round-robin assignment to keep things fair
- Weighted distribution for senior or specialist advisors
- Multi-team and multi-brand routing
- Availability-based assignment for faster response times
- Automatic allocation the moment a lead is captured
- Full assignment audit trail of who got what and why
Rule-based routing for every scenario
Not every lead can go to just anyone. Some require the right expertise, the right brand or the right area. FLG handles that logic for you so every lead lands exactly where it should, improving response times, reducing mistakes and keeping your sales journey consistent.
- Route by postcode, region or territory
- Partner and introducer-specific routing
- Brand-level rules for multi-brand setups
- Conditional rules for more complex products
- Automatic email and SMS alerts on assignment
- No manual sorting, no duplicated effort, no guesswork
Keep your team moving fast
Speed is one of the biggest drivers of conversion. FLG removes the dead time between capture and first contact, helping your team respond quickly, stay compliant and maintain full visibility from the moment leads hit the queue.
- Instant notifications via email and SMS
- Automatic tasks and reminders when leads are assigned
- Full timeline logging for compliance and oversight
- Assignment history stored against every lead
- Consistent routing that supports regulated sales processes
Distribute is where teams either stay sharp or start slipping
FLG keeps everyone aligned by routing every lead accurately and fairly, so there’s less confusion, fewer internal debates and a faster path to first contact.