January marked an exciting start to the year for Follow Up Boss!
Through the unbridled support of our customers, who are our number 1 source of new business through your referrals, we had huge number of new customers join us.
Bringing on new customers is the only way we are able to continue building a better follow up system, faster, while maintaining exclusive focus on what YOU the customers want us to focus on.
In January we welcomed Paul Moore to the team! Paul brings with him a ton of real estate experience having spent the last several years at Zillow in roles that cover customer success/account management, marketing and training. We’re excited to bring his experience to our customers (and to hear his stories about what it was like to work at Zillow in the early days!).
And now, without further ado…here is all the awesome stuff we released in January 2017.
Well, it’s here! The Follow Up Boss Android Beta program is up and running!
The beta program is open to everyone, so free to share this link with other members of your team who want access to the beta. Please note that you have to join the google group in order to have access to the download link for the app.
Also, since this is a Google Group, feel free to ask questions and give feedback about the beta app. We’ll try our best to respond in a timely manner. Keep in mind that this is a Beta, which means it is a work in progress and some features will be absent for the time being, such as notes, tasks, and searching.
Our latest Beta release brings the inbox to Android, as well texting, and notifications for new text messages.
Thank you for your patience and enjoy!
We alert you when you search for a person who’s not yet in your database, but is in a team members database. This way you can avoid unintentionally adding a duplicate contact.
We also alert you when you add a person from the “Add Person” modal.
We have added a new screen that lets you easily manage lists, including changing name, description, sharing, deleting, and finally reordering them.
You can find this screen by clicking on the cog next to your smart lists on the people screen, or by going to Admin -> Manage Lists.
From there, you’ll be able to edit the name and description by hovering over and clicking these fields, and using the grab handles on the left side of each row to reorder them.
We brought back labels for phone numbers in FUB2! You can now set what ever label you want for you phone numbers. You can also mark a phone number as bad, which will give you visual indicators about the number being bad.
You now have the ability to clear your overdue tasks. If you go into Calendar -> Overdue, you will now see a link to clear all your overdue tasks (if you have tasks to clear). For more information, see our article on working with tasks.
Advanced Lead Flows have now been released in FUB2. Advanced lead flows give you the ability to route leads in FUB based on particular criteria. If you are familiar with Advanced lead flows from FUB classic, we’ve made some improvements in FUB2:
Read more about Advanced Lead Flows here: http://help.followupboss.com/article/297-advanced-lead-flow-rules
Follow Up Boss provides users with the ability to assign virtual phone numbers to team members. Simply search for a phone number in your area by searching by area code in the edit phone modal. You can find the edit button for users under “Admin->Billing”, and the edit icon for the account level phone number under “Admin->Action Plans->Edit Action Plan icon”.
On the groups screen, the order of the round robin is now shown, from left to right. The next person to receive a lead in a group will be highlighted.
When a smart list is empty we now show a brief text to explain why.
Added a link to the App Status Page, so if the app is acting up, there is a quick way to see if there is an issue going on with the product.
When viewing the list of people, you can now filter for contacts that have or do not have an address associated with them.
Admins can now receive email notifications about all leads coming into their Follow Up Boss account including the ones assigned to other agents. See more information about this feature.
The “Next Task” column is now renamed to “My Next Task”. This column, even if you are an agent, only shows tasks assigned to you, the logged in user.
You can now hide the blue Get Started button on the top toolbar using the link in the Getting Started section of Followup Boss. The button will also automatically be hidden when all steps but the training videos are completed.
There were some columns on the People Table we introduced that were wider than they need to be. This was primarily because of the column title. So in order to help reduce the space, we added icons to help keep column widths smaller. http://jmp.sh/49AtnF6
New Features
Bugs Fixes
We have added buttons to quickly call, send a text message, or send an email directly from the people table screen. With the calling feature, a call can be placed with a single click. Pressing the text message button will open up the person’s page to send a text message, and clicking on the email address will bring you to the person’s page to compose an email.
We fixed 4 minor JavaScript bugs, we also released several style improvements:
We have improved syncing tasks from Follow Up Boss to Google Calendar.
When you edit a task in Follow Up Boss, the event in Google Calendar will be updated. If you add a time to an existing task, that task will be synced to Google Calendar as well.
For any newly synced tasks we will show a “G” icon next to the time on the task, clicking this icon will take you directly to the event in your Google Calendar.
Lenders will now receive leads when sending an event into our API and specifying an assigned Lender.
A few customers complained there was a lag when typing an email, that should now be fixed.
You can now expand the list of tasks on a person’s page in order to show tasks that have been marked as completed.
Fixed a small bug when trying to sort on the columns with an icon.
Filtering people by a specific custom field is now working as expected.
Apartments.com leads sent in via email will now correctly show up in Followup Boss. Previously, they would be assigned to a source of ‘Website’.
Released a fix for the rare case of push notifications not being delivered. This would only happen if an incoming text message from a contact was extremely long or a contact had a large number of tags.
Released a fix where when in the inbox and replying to an email and you click “Send & Archive” it didn’t actually archive and go to the next message. That is now fixed and will go to the next message.
We fixed an issue where action plan emails wouldn’t be sent to people that have a comma or other special characters in their name.
There was an issue when replying to Action Plans, MailChimp, Top Marketer or Happy Grasshopper emails. The send email seem to freeze and not send. This is now functioning.
When the people table is done loading contacts, the message in the top left will now display correctly and no longer say “Loading People…”.
Fixed problem that occurred when changing more than one field for a team member. For example–if you changed the team member’s name then changed their phone number and clicked Save, only the phone number change would be saved.
We now send email notifications about notes added to a contact assigned to you and tasks assigned or reassigned to you for all platforms FUB Classic, FUB2 and mobile apps.
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