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.
Notes webhook support
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
Include text messages in the action plan details window
We will now show the status of text messages that were sent as part of an action plan when viewing the details.
Quiet Hours for Action Plan Text Messages
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
Grammarly fix with Logging Calls
There was a bug with correctly showing the loggging call input area when users had the Grammarly Chrome Extension installed. That is now fixed.
Select all rules when copying lead flow rules
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.
Customize the date range for reports
When selecting the date range for a report you can now enter a custom start date and end date.
Agent/Lender Collaborators can now properly view actions plans for a person.
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.
Forwarding options for incoming calls.
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.
Visual indicator of email addresses that are unsubscribed
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.
Lender Groups and Lead Flow Lender Round Robin
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.
Last Email Open Column
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.
People table improvements
- We remember the last contact list you are on for a session
- "All People" will save your filter and sort, logging in from another location or open a new tab, you'll have the same filters.
- You can now save a Smart list that just as a sort.
You can now merge duplicate contacts from the people screen.
See more information here: http://help.followupboss.com/article/324-merge-contacts
Mass add/remove collaborators
You can now mass add or remove collaborators!
Receiving Call from Contact in Trash
Contacts that are in the trash stage and call you will now show their name when receiving a call from them.
Improved Tooltips on timeline times
We now show more clear tooltips for the relative times on the timeline now.
Welcome screen when switching from FUB1 to FUB2
We now show you a helpful welcome modal when switching from FUB1 to FUB2
Incoming calls now ring both in FUB and your phone at the same time.
Previously those users using our calling feature would receive incoming calls in the FUB desktop application and if the call was not actioned, it was then forwarded to their own phone.
For agents in the field this flow took too much time and the lead would hang up; so we've changed incoming calls to ring both in the FUB desktop application and your provided phone number at the same time.
We also allowed users with calling to change their own number, where previously the account owner was the only one who could change those numbers.
Happy Grasshopper Integration
Happy Grasshopper is a tool for instant automated responses and long-term keep-in-touch campaigns.
To sync contacts or email between Follow Up Boss and Happy Grasshopper, simply enter the login information for Happy Grasshopper and click Save.
You can import your contacts from Follow Up Boss into MailChimp. Just click on "Integrations" from the Admin menu. Find "MailChimp" and click configure. We also display the status of your MailChimp integration from the "Integrations" screen.
Next task column shows next task for selected user
The Next Task column on the people view now shows the next task for the user selected.
Auto-assignment of lenders
Show new people at the top when sorting by last activity
Last week we released an update that changed the default sort on 'All People' to 'Last Activity'. However when adding a new person manually, there was some confusion because the new person had no activity associated with them, and would not show up at the top of the list. We released a change to make it so that manually added people always have an event associated with them so they will show up at the top of the list, even when sorting by Last Activity.
Upload images in emails, templates and signatures
You can now upload images directly from your computer to your Email Signature, Email Templates and when writing an email directly to a contact.
Trulia Rental Inquiries
We recently improved our Trulia parser to correctly handle a new email format they have started using for rental inquiries.
Add a link to youtube video in emails with a thumbnail preview
We just released a feature for adding a link to youtube videos when composing an email. There is a video button in the compose email toolbar. Click the video button and enter a link to your youtube video. The video's thumbnail will be embedded in the email with a play button overlay. Youtube is the only supported video service as of now but please let us know if you would like us to support other video hosting providers.
Best Practice Smart Lists
We just released a new feature called Best Practice Smart Lists. These lists are what we believe should be used for an optimal workflow on Follow Up Boss. Periodically, we will release smart lists to this section based on community feedback.
You can find these lists on the manage lists page. Click the button to see all the best practice lists available.
You can add a list by clicking on the plus sign.
After a best practice list is added, feel free to share it with you team, and change the columns or filters to best suit your needs.
Sorting by custom fields
You can now sort people by custom fields
Improved default visible columns and sort direction
When you log into FUB for the first time, we have improved the default columns we show, as well as the default sort direction.
Display assigned for tasks on the person page
When you are viewing tasks on a person page we now display the assigned user. Previously, you had to open the task to see who was assigned.
Displaying link destination when composing an email.
When you are composing an email with links, the link destination URL is now displayed when you hover over the link
Remove tags with commas and quotes
We just fixed an issue with removing tags that contained commas or double quotes, where the tag would not actually be removed.
No longer require note to log a call
We have listened to customers and we no longer require a note in order to log a call.
Lead Email Updates: Zillow Seller boost, VoicePad and HouseValueStore
Zillow has a new format for their Seller boost format, we now identify those correctly as Seller leads.
Certain VoicePad emails were getting identified as Move leads, this is corrected.
Certain HouseValueStore emails were not getting labeled as Seller leads, that is fixed.
When exporting a list of people, we now by default only export those columns which you have enabled. This results in more manageable export files which are easier to use in many third-party applications and services.
You can still get the full export with all columns by selecting the "Export all columns" option when creating an export.
Fix for phone number carrying to next contact
When on the contact page, and you go to another contact, the phone number was getting carried over. That is no longer the case and has been fixed. We are adding tests to prevent that from happening again.
Phone Label default to "mobile" and ordering
Now all phone labels should default to mobile if none is specified.
Also, the order of the phone numbers has been improved, to better reflect the last phone number used.
See If Team Member Has Contact Before Adding
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.
Reorder and add descriptions to your smart lists
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.
Phone Labels / Bad Number
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.
"Next Task" column renamed.
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.
Sorting on columns with an icon
Fixed a small bug when trying to sort on the columns with an icon.
Filtering people by custom field
Filtering people by a specific custom field is now working as expected.
Hide the Get Started button
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.
Reduce the width of columns
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
Clear your overdue tasks
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
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:
- Real time updates on the main lead flow screen
- Ability to archive lead flows
- Price "is equal to" operator
- Rule based on MLS numbers (better target a specific listing)
- Rule based on phone number
- Ability to copy rules from other lead flows
Read more about Advanced Lead Flows here: http://help.followupboss.com/article/297-advanced-lead-flow-rules
Change Virtual Phone Numbers
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".
People Table Improvments
- You can now save columns for smart lists!
- Improved Navigation, when you apply filters/columns, got to a contact, clicking the back button in your browser will retain your last filters/columns.
- Extra notification for unsaved smart lists.
- When looking at an Assigned User, contacts will be added and updated correctly now.
- When looking at contacts from an import, you can no longer save that as a smart list.
- When you see all results from the search bar, you will no longer be able to save that as a smart list.
- Horizontal scrolling should be fixed for browsers that don't have touch enabled.
- When you create a new list from a saved list, it will now be disabled until you enter a name.
- Minor performance improvements.
Take action directly from the people table
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.
View who is next in the round robin rotation
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.
Ability To Cancel Account in FUB2
If you wish to cancel your Follow Up Boss account, just click on the "Cancel Account" link on the Billing page.
The Cancel Account page has a feedback form to help us understand how to better serve you. Once you click "Delete Account" your account will be removed from our system. Warning: once you delete your account, you will permanently loose all account information.
Various Client Side Changes
- Certain scenarios, "Remove" on the Social Profile box was hidden by intercom widget, added some padding to give it some room.
- The opens/clicks are more obvious: https://jumpshare.com/v/bWpEuLL34qSOvOHrQK3d
- App Status verbiage is now "System Status".
- People View, when loading the page, the icons seem broken because they stack directly on top of one another. http://jmp.sh/l2CxIfx
Improved sync to Google Calendar
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.
Apartments.com Lead Emails
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'.
App push notifications not delivered
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.
Notify Lender of new assigned Leads
Lenders will now receive leads when sending an event into our API and specifying an assigned Lender.
Send and Archive
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.
Fix for sending action plan emails to people with comma in their name
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.
Fix for Replying to action plan emails
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.
App Status Link
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.
Performance boost when typing an email
A few customers complained there was a lag when typing an email, that should now be fixed.
Email notifications about leads assigned to other agents
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.
Fix for "Loading People..." message
When the people table is done loading contacts, the message in the top left will now display correctly and no longer say "Loading People...".
Show completed tasks
You can now expand the list of tasks on a person's page in order to show tasks that have been marked as completed.
Editing a team member
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.
Filter by address
When viewing the list of people, you can now filter for contacts that have or do not have an address associated with them.
Always send email notifications about notes and tasks
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.
Show an explanation why smart list is empty
When a smart list is empty we now show a brief text to explain why.
Prompt to reconnect email address
We added notification in the app if your email address becomes disconnected so you can quickly reconnect your email and don't miss leads or emails syncing into FUB.
Add ability to remove social profile data
Occasionally the social profile data for a contact may be incorrect. For these cases we just added the ability to remove all social profile data associated with a contact. This can be done by pressing the link at the bottom of the contact's social profile section. This action cannot be undone.
Fixed imports not working with certain import files
With certain .csv files the import tool in Follow Up Boss 2 would be stuck on a loading screen, never allowing you to select columns and proceeding to the import. This problem has been fixed, all imports should work again.
We added 3 lists to be able to more easily action tasks; Today's Tasks, Overdue Tasks and Future Tasks. See this article for more info.
Lead export ability for non account owners
Account owners can grant or revoke permission for users to export leads. When you add or edit a user from the Team page you will see a checkbox that toggles this permission.
Email marketing campaigns on the timeline
When you're viewing a person, any email marketing campaigns which have been sent to them are now displayed on the timeline. This includes drip campaigns sent from action plans within Follow Up Boss, and also campaigns sent via Happy Grasshopper, MailChimp and Top Marketer.
Opens, clicks, bounces and unsubscribes are shown for each campaign.
Warning before sending an empty email
Before you send an email with no body content, we will give you a warning just in case you accidentally send an email before you were able to type the email. http://jmp.sh/I5BsSuq
Ordered and Unordered lists when composing an email
Users now have the ability to send an email with an ordered or unordered list when composing an email: http://jmp.sh/795F0VD
Improvements to Zillow leads processing
We made a number of improvements to how Zillow leads are processed: support for new Zillow Rentals format and forwarded leads, better detection of Seller leads and improved de-duplication of events on timeline.
Fixed blank emails in Inbox
Some emails showed up as blank in Inbox. We fixed this issue so all emails should be displayed correctly now.
Integration partners of Follow Up Boss can now take advantage of Webhooks, which proactively notify integrations of changes happening within Follow Up Boss. API documentation can be found here: https://docs.followupboss.com/docs/webhooks-2
Quickly add follow up tasks
We added a feature to quickly add follow up tasks, see more information here: http://help.followupboss.com/article/282-quickly-create-follow-up-tasks
Filter by assigned agent
We added an agent filter dropdown menu to FUB2. While it was already possible for brokers to filter a list of people by their assigned agent, this menu will make it much easier to do that.
Your choice is remembered as you use the app, so if you as a broker only want to work with your own leads for a while, select "Me" from the agent filter menu. See this help article for more information: http://help.followupboss.com/article/281-filter-by-assigned-user
User Limit Notification
We now show a notification for when an account has maxed its users. It will also no longer allow you to try to add another user.
We now display emails with periods and pluses
For a while, we formatted gmail emails to hide periods or pluses. As it turns out, it caused confusion, so we have removed this.
We added a new screen under Admin > Tags that displays all tags in one place and allows editing and deleting of tags.
The social profile of a person is now shown in FUB2
FUB2 now shows a person's social profile in the bottom right of the screen when you're viewing a person.
Report values can be clicked to see associated people
All report pages (Agent Activity, Lead Sources, Calls) and the Email Templates page, have stats that can now be clicked on to see the associated people for the given stat. Please note that the people shown are representative of when the page was displayed and that dynamic lists cannot be saved from the people screen when these links are clicked.
Adding Multiple Action Plan Steps
There was a bug when editing or creating an action plan, if you added multiple steps, the UI would become unresponsive. That is now resolved.
Custom Stages are now available
Stages can now be renamed and reordered, new stages can be added and you can remove stages you're not using.
Only the account owner can edit stages. An update for the iPhone app will be available soon to allow you to use custom stages in the app as well.
Ability to delete Lead Sources
Added an easy way to delete Lead Sources on Reporting > Lead Sources screen.
Calls logged from the iOS app correctly trigger contacted status
Calls logged from the iOS app that are longer than 1 minute will result in the contact being marked contacted. This change is to match the behavior we have for when calls are triggered through our system in FUB classic and FUB2.
Tasks sort order on a contact
The tasks were originally sorted by name. We made the change so they are sorted oldest to latest.
Improvements to team page
The team page now indicates if your team members have connected their email address with Follow Up Boss, if they have email sharing enabled, and if they are using the Follow Up Boss mobile app. Reach out to your agents to make sure they are getting the most value from Follow Up Boss by connecting their email.
Improved display of contact action plans
Deleted action plans are now displayed correctly on the contact action plan list. Paused action plans are now shown in the action plan list for 3 days. It was confusing to have paused action plans be hidden to quickly. The full list of an contact's action plans can always be viewed by clicking the 'Show more' link at the bottom of the action plan box.
Better display of a persons background info
Originally a person's background information was always on a single line. We have made this a multi-line display so you can more easily read the users information.
Ability to Export contacts
Account owners can now export contacts.
For more information see this article.
Fix for switching between smart lists
There was a rare error, when switching between smart lists quickly, it would show the wrong smart list data. That is now resolved.
Semi-colon allowed for separating emails in To, CC and BCC
Now, if you are sending an email to multiple people, you should no longer be tripped up by having a semi-colon separator in the To, CC or BCC address lines.
Import tool improvements
Improvements for the import tool have been released.
These include: Much better overall matching Automatically hiding/skipping columns that have no data Better handling of date columns Handling columns with multiple emails separated by commas or semicolon In-app FAQ More behind the scenes improvement to speed up the imports
Action plan details
You can now view details about an action plan by clicking the action plan in the view person page. You can quickly see what steps have already run, which are upcoming and if the plan has been paused or resumed.
Remove Email Formatting
When writing an email, if you copy text in from a word document, and you aren't pleased with the formatting, there is now a Remove Formatting button to quickly select what formatting you want removed and press that button.
Email template stats
You can now see statistics for sents, opens, clicks, replies, and unsubscribes for email templates that you use for 1 to 1 emails and action plans. See which email templates are performing well and which could use some work!
Emails you send through Follow Up Boss are now tracked! You will be able to see opens and clicks for the emails you send in the Inbox and in the Timeline of the view person screen. You will also receive desktop notifications for these opens and clicks for 1 to 1 emails (no desktop notifications for emails sent through Action Plans). Stats for email templates coming soon!
New Action Plan Step: Send email from Assigned Lender
Action plans now have a new step! You are now able to send an email from the assigned lender of a lead in the system. Note that if the lead does not have an assigned lender, this step will not send out any email and will proceed to the next action plan step.
Custom date fields recurring is now editable
Custom date fields have a recurring option to distinguish dates that happen every year, like birthdays, from dates that just happen once, like closing date. You can now edit these custom fields to be recurring or non-recurring after they have been made.
Initial Calendar Load Performance
If you had many tasks in the calendar, you might have seen a considerable delay of showing the tasks, not only that but your browser might have slowed a bit. We have fixed this initial load and it should be quite a bit smoother.
Filter Leads by phone
You now allow the ability to filter contacts by if they have a phone number does or if they do not. If you hover over the Phone column header, you should see a filter icon appear: http://jmp.sh/aQMiULu
Increase Calendar Performance
For those of you who have lots of tasks on the calendar, you should see it load a lot faster. But we aren't done yet on making the calendar super quick.
Next task column
We now have a "Next Task" column in Follow Up Boss 2 which quickly allows you to see who you need to follow up with next. You can quickly access these people by clicking the "Follow Up Today" list.
Better people column preference saving
We previously would save people column preferences in your browser. We now save these preferences in our system. This way, if you login to your Follow Up Boss account on a different computer you will still see the same columns.
Time zone settings
Some users did not have their time zone set properly, this would result in odd times when creating tasks, notes, or viewing relative dates. This has been retroactively fixed for all active users and we have implemented better time zone detection for new users added.
Delete Smart Lists
We have had the ability to filter and create smart lists, but we didn't have a way to delete them after the fact. That has now changed. When you go to save an existing list, you can now choose to delete the list if you have the right permissions to do so.
On the billing screen you can now view your past invoices.
Viewed page event on API
We added the ability to track visits to a particular page on your website to our API, previously you could track properties viewed. This is useful for website providers who want to track visits to your reviews, about page etc.
Links in notes and custom fields
You can now use web links in notes and custom fields on the people and person screens.
iPhone app update
We've made improvements to several parts of the iPhone app including how we handle multiple notifications when your in the app, you can now pulldown to reply directly to messages in the app and we fixed a small bug some users were experiencing.
Inbox loading continually
A few clients experienced a bug with the inbox loading continually, this is now fixed.
You can now fully delete contacts in the bottom left of a contact record.
Click to filter by tag
You can now filter by any tag in the system just by clicking on it, you can also combine multiple tags on the people screen.
You can now use custom fields on the people screen including filtering and account owners can setup new custom fields under Admin > Custom Fields.
Filtering by tags and stages
You can now filter by tags on the people screen.
We've also made filtering stages better by letting you include or exclude multiple stages.
We have launched a new billing screen, that lets you update your credit card securely and change your Follow Up Boss plan. We've also made it clearer how much you'll be charged when you change plans half way through the month or year. This is only visible to account owners under the admin menu.
When you click to add a tag under a person you can now search and select multiple tags, as well as create new ones if you don't find a match for what you need.This will help you use more consistent tags especially if you have a team.
Persistent agent filter - iPhone
If your a Broker/team leader that also works your own leads your going to love this. Your agent filter preference (everyone/me/agent) now saves throughout the app and when you close and open the app.
We fixed an issue where inquiry info was not showing up on iPhone.
You can now edit company name and address to be used on your action plan email marketing under Admin > Company.
You can now add tags, remove tags, assign agents, assign lenders, update stage and change the source on mass on all your contacts from the people screen.
iPhone alerts for reassigned leads
If your team distributes manually or regularly reassigns leads you'll love our new iPhone alerts when your reassigned a lead.
Tasks on iPhone now show up under a contact even if they are assigned to another agent and you can create tasks for other agents now in the app.
Getting started guide + training videos
Access your personal getting started guide and training videos from the top right navigation.
We've released a new import tool under the admin screen so you can easily bring contacts from other systems into Follow Up Boss on mass.
When saving a smart list after filtering
There was a bug that caused the system to continuously load, this is fixed now when saving a smart list.
Add/edit address on iPhone app
You can now use addresses for contacts on the iPhone app. This feature includes an address autocomplete to make this feature faster and easier on the go.
Time to first call and total talk time columns
There is two new columns on the people screen, time to first call and total talk time.You can now easily track the time to the first call made to your leads and the total time spent with them on the phone (as logged from the iPhone app).
Scrolling through contacts
There was an issue when scrolling through contacts the email of the previous contact would stay in the email box, this is now fixed.
You can now edit your email signature on the my setting screen.
iPhone - texting + push notifications for new leads
You can now text back and forth with your clients on the iPhone app from your Follow Up Boss number.
We'll push you an alert when you get a new text alert or a new lead. We also now show the dates on notes and show the background info from the desktop version.
IDX Activity details
On the person screen you can now click "View All" in the IDX Activity box to see the specific properties a contact has viewed and saved if your IDX website is sending this data to Follow Up Boss.
IDX columns on people screen
If you have a website sending Follow Up Boss IDX data you will now see new properties viewed, properties saved and last visit columns on the People screen.You can click the last visit column header to sort by the most recent visitors to your website for follow up.
We updated our email parsing format for Zillow and improved the property URL we provide for Z leads.Note: we recommend using Zillow Tech Connect to send your leads to Follow Up Boss, which is setup in the Zillow backend under "Connect Your CRM".
Last Activity Column
We released the last activity column on the people screen this will show you the last inquiry or website activity of your contacts.
Zillow Tech Connect
We released an update which will let us more accurately determine if Zillow leads are sellers or buyers for lead routing purposes.
Email address validation
Before sending action plans we will now check if an email address is valid and if it isn't we won't send the email. This will improve your email sending reputation, deliverability of action plan emails and reduce bounces.We will also be showing this to people soon in the UI so you can see which leads have provided an invalid email before following up with them.
iPhone app call log
You can now see calls logged on the iPhone as well as viewing and editing call notes.When you log a call it saves the duration also.
Text message reporting
We now show you the number of texts sent by agents on the agent activity screen.
We have a shiny new calendar screen that lets you see todays tasks and an overview for the month. If your an admin you can also see other user's calendars.Tasks with a specific time will show up on the right overview and sync to your Google Calendar.
We released a small bug fix for the Inbox and the unread icon that makes it more reliable.
IDX Activity Summary
We rolled out a new IDX Activity box on the person screen, this includes viewed properties, saved properties, last visit time and a link to your IDX backend when the data is available.
Notify agents and lenders on new notes
When a note is left on a contact the assigned agent and lender will now receive an email notification.
We just released the ability to send attachments on the person and inbox screen.You can also drag and drop attachments to upload them.
iPhone app now includes email history
You can now see the full email history for contacts in the iPhone app under the "Comms" tab, you can also reply to email threads directly from the same screen.
iPhone app call logging
After making a call through the iPhone app you can now leave call notes and log the call to Follow Up Boss which will automatically include the duration of the call.
Link to help docs in app
We have added a link in the top right menu to help.followupboss.com so it's easier to get started and new agents trained.
Invited agents can get started easier
After accepting an invite, agents no longer need to re-login they are taken straight into the app.
Improved Desktop Notifications
Now more reliable and we won't alert you when you add a contact yourself or double alert you if you have two Follow Up Boss tabs open.
Fixed redirect to Follow Up Boss classic
Logging in from the website will no longer redirect you to Follow Up Boss classic if your using Follow Up Boss 2.
Text message limit warning
If your about to go over the text message character limit (350) we'll show you a warning so you can keep the message short and sweet.
Improved email formatting
We improved some of the email formatting in the people timeline and inbox so things are easier to read.
New iPhone app
We released a completely rebuilt iPhone app today. New design, fixes previous bugs and will allow us to make much faster updates in future.
We've launched desktop notifications that will popup and let you know when you have a new lead or new text inside Follow Up Boss, you can also click them to be taken straight to the lead or reply to it. You'll be prompted to allow these in your browser.
Agents accepting invites from mobile
Agents can now accept invitations to Follow Up Boss from their mobile phone. We've also improved the screen they seen when they don't have any leads assigned initially.
Tags and background field moved
We've moved the tags and background fields up on the person screen so they are more easily accessible.
Last email and last text added to default columns
This helps agents and brokers get a quick visual overview of which leads have being followed up, which have replied and which haven't.
Small display issue with search results
There was a small display issue with one of the avatars in search results this is now banished!
Unread status icon
If you have unread emails or texts there will be a red status icon on "Inbox" in the top menu.
You can now log a call in the system. You can also filter by last call and number of calls made from the People screen.
Lead sources report
We've released the new lead sources report, you can sort by your largest lead sources or name by clicking the column headers. Access under the Reporting tab.
Lead meta data format
We added meta data to our new lead notifications as per http://www.leadmetadata.org/ this helps other services that may want to use Follow Up Boss data via email parsing. Our API is also available for developers at https://api.followupboss.com/api-documentation/
We've sped up the loading of the timelines on person screens so you can see notes and emails faster.
Filtering by stage trash
You can now filter by the trash stage which was showing up blank before.
You can now add, edit and delete action plans (a series of automatic emails and tasks). We've also added the ability to duplicate an action plan.
Improved selecting an email template
On the contact screen you can now quickly search and select an email template.
Double scroll bars
Fixed an issue that caused two scroll bars to be shown at the bottom of the people screen.
Added email templates screen
You can now add email templates in the system including merge fields and sharing the templates with your team.
You can now see Agent Activity including Leads, Calls, Emails, Notes, and Tasks.
Added new Groups feature and Teams view
You can now group agents together for round robin lead distribution. We've also added a new Team view in the admin section, where you can see all of your Admins, Agents, and Lenders.
Display emails from mac mail
Fixed a small bug that could cause emails from Mac Mail to not display correctly.
Added link to product changes page
You can now access this page from the web app by clicking the dropdown in the top right and choosing Product Changes.
Improvements to people screen
New smart lists are now added to the end of the list and we've reduced the empty space margin to fit more people on the screen at once.
Improved de-duplication of Zillow leads
This update improves the de-duplication of lead inquires from Zillow Tech Connect.
New Lead Flow screen
We've released the new lead flow screen. Besides looking nicer we've also added search when selecting assignment and action plan options.
Select which number to text
When texting a user 1 to 1 you can now choose which number to text, by default we'll choose the last one you received a text from.
New Settings Screen
We've added a new settings screen, further updates to this screen to come.
We're starting a changelog
Big news today, we're starting a public changelog so you're always up to date with all the updates, improvements and fixes that are made in Follow Up Boss.
Even though we work on Follow Up Boss all the time, sometimes it may seem that not much is happening. This changelog is here to improve that very important part of the communication between you and us.
All thing's we've changed are available on our public changelog page.
No published changelogs yet.
Surely Follow Up Boss will start publishing changelogs very soon.
Check out our other public changelogs: Buffer, Respond, JSFiddle, Ustream, ViralSweep, StartupThreads, Userlike, Unixstickers, Survicate, Envoy, Gmelius, Coiney, Streamable, Reviewable, Iubenda, HappyFox Chat