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Back again with another roundup of new features and improvements to Follow Up Boss!
The highlights include 4 new features that further simplify the system, and will increase follow up speed for our power users:
Lots more fun and exciting improvements due out in the next couple of weeks which as a heavy FUB user myself, I’m really excited about and can’t wait to share them with you!
We added a new column to the people table called Last Communication
By creating one column on the people screen titled “Last Communication”, we can show you what was the last outgoing/incoming call, text, or email. You can then filter by days, and be able to show leads you haven’t communicated with in X days.
Last Communication field will be updated on any communication incoming or outgoing, including:
This information is also easily accessible on the person’s details page as well.
We added the ability to be able to more quickly apply templates and send emails.
On a new line, you can press / which will open up a search dialog which you can easily select and apply a template. This enables you to easily be able to apply multiple email templates in the same email.
You can also send emails by pressing ctrl+enter (or cmd+enter for mac) when focused on the body. This should make it quicker for you to type and send an email and move on to the next client.
You can now set a reminder for a task. This is only available for tasks with a time set. The reminder will be sent via email and desktop notification.
For a more natural appearance, the initial text message sent to new leads may be delayed by a period of minutes. You can set a delay while editing an action plan, below the box to write the content of the text message.
We’ve adjusted the styling of the FUB2 timeline to reduce the amount of scrolling needed to view items.
Additionally, to assist in viewing more items on the timeline, we’ve made action plan emails collapsed by default.
Most users do not need to read the same action plan email that goes out to leads.
If you do, you can simply click the “View action plan email” link to expand the email.
Based on some feedback, we made a couple minor tweaks to how the slash commands work. You can now tab to apply a template and when you click somewhere else in the email, it will hide the popover.
Before this improvement, only inquiry related events would be shown on the FUB2 timeline. Now events of all types will be shown on the FUB2 timeline. This means events from integrations or partners will now be clearly visible on the timeline.
Additionally, two other improvements were made:
When you export your contacts from FUB, the export file now includes all calls recorded and text messages exchanged with contacts.
Account owners can now turn off tags automatically created for city and zip code from activity by a lead.
For some accounts the number of tags can become overwhelming from these activities.
Please be aware that if you are using lead flow advanced rules that have tags based on city or zip code, that toggling this feature can affect those lead flows.
Our improvements to the API page are now live!
We released an update that lets you go directly to a leads detail page by tapping on their name from within a task. We’ve also squashed some other task related bugs for users of FUB classic.
The company virtual phone number (the number used for text messages) has been added the the company settings screen for easier access to change the area code of your phone number. You can read more about the virtual phone number here.
Emails from your leads now display in the Inbox and Conversations tab on the latest version of the app. Also your email signature now displays when sending emails through the app.
Additionally there are a number of less noticeable enhancements to the stability of the app that should lead to an overall better experience.
In rare cases, some calls were incorrectly logged under the leads in the system when they should not have been. Also the call notes prompt would sometimes appear twice after making a call. These issues have been fixed as of the latest version of the app.
We introduced a small bug that caused some issues with cleaning up drafts after you send the email. That only lasted for 30 minutes and it didn’t impact sending of emails.
Some property inquiries would crash when you tapped on them viewing a contact – not anymore. Update to the latest version to get this fix.
Getting started was getting squashed on smaller resolution screens, we put a fix in to prevent that.
Fixed a bug that could prevent the call notes dialog from appearing in the app after completing a call with a lead. Get the latest version here.
Fixed 3 small UX issues:
As always, we will continue to refine and make our app feel and look nice!
We released a couple small bug fixes for team member count (on the Admin > Team) screen, it was reported that it would not automatically update if you added/removed a user.
Long deal names also wrap, this was just a minor styling issue but none the less things should always look nice on our app!
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