Hot off the presses, here’s your update on everything we shipped in March!
In order to boost lead engagement and comply with FCC regulations, Follow Up Boss will not send out action plan initial text messages from 9pm – 8am, based on the local time of the agent that the lead was assigned to. The text message will be sent at 8am the following morning.
For more information please see http://help.followupboss.com/article/327-queued-text-messages
We have introduced group types, which allow you to create groups for lenders in addition to groups for agents and brokers.
With these new lender groups, you now have the ability to round robin lender assignment for lead flows like you can for agents.
We released a new column for the people table called “Last Email Open”. It lets you see who has recently opened or clicked on a link in an email sent from Follow Up Boss. This includes individual and action plan emails.
Our integration partners may now use webhooks to track events regarding notes. For more information please see https://docs.followupboss.com/v1.0/reference#webhooks-2
We have improved the design of the new lead email. Also, when you re-assign a lead, it will include the previous property inquiry if there is one, that way we give as much context as possible to the new assigned agent.
There have been a few requests for filtering the timeline, so we now are introducing a quick way to filter those events. You can filter to just emails, texts, calls, notes and activities.
We will now show the status of text messages that were sent as part of an action plan when viewing the details.
When copying lead flow rules from lead flows with a lot of rules, it can be a pain to select them all. Now you can easily select all of them.
When selecting the date range for a report you can now enter a custom start date and end date.
We recently updated our incoming call behavior to ring both FUB and your phone number at the same time. While this ring both behavior is desired by many. We have now added in the original forwarding behavior back as the default, while still being able to ring both. This should provide the flexibility to handle incoming calls for the needs of many different teams.
We’ve released a small improvement to better indicate that email addresses for a person are unsubscribed. This can be easier to spot that the tag shown in emails in the timeline.
We have improved the look and feel of the login section. It now is closer in design to our FUB2 app.
After we released it, there were some minor things that we wanted to change based on some feedback:
There was a bug with correctly showing the logging call input area when users had the Grammarly Chrome Extension installed. That is now fixed.
With the release of collaborators, agent and lender collaborators should have been able to view action plans when viewing a person. This was not happening and has been fixed.