New Pond Behavior Changes with Releasing/Claiming Leads
We've updated the Task & Action Plan behavior for when Leads are released/claimed from a Pond. We are now mimicking the behavior as we do when re-assigning a lead only using the assigned Lead Pond agent in the case of releasing a Lead to the Pond.
Releasing Leads to Ponds
- Tasks created via Action Plan w/ Assigned To Agent will be re-assigned to the Pond Lead agent.
- Tasks directly assigned to a selected agent will be kept assigned to them.
- Any running Action Plans will continue to run.
Claiming a Lead from a Pond
- Tasks created via Action Plan w/ Assigned To Agent will be re-assigned to the Agent claiming the Lead.
- Tasks directly assigned to a selected agent will be kept assigned to the original agent.
- Any running Action Plans will continue to run.
Landline detected when texting
No more unanswered text messages! When we see that your text was not delivered because you are texting a possible landline, you will see an orange "Landline" pill next to the text. Try giving that number a call instead.
Android v2.16 🇨🇦 🍁
The latest Android app adds better support for team inbox notifications taking you to the right conversation when you tap them, it also includes a few behind the scenes bug fixes and support for Canadian Zip Codes.
Make sure you are on the latest version of the app.
Let us know in the comments what you'd like to see next on Android!
Deals in the iPhone app
iPhone app users will be happy to know that we just added a Deals section to the app! You can now add, edit, view, archive, and delete deals while out in the field.
To get to the Deals section, tap the Deals tab in the lower right corner of the screen where the Settings tab used to be:
You can still get to the Settings screen by tapping your avatar or initials in the upper left corner of the screen, The Settings screen itself is unchanged.
Make sure you're on version 12.14.0 of the app to access this new feature. You can learn more about how to use Deals in the app in our help docs.
Leaderboard Deals & Activity Dashboard
We are excited to announce an update to our Leaderboard now with support for showcasing Deals Closed in addition to Activity Tracking.
The Leaderboard Deals & Activity dashboard helps you celebrate success and recognize everyone's hard work to close those deals and unlike spreadsheets or a whiteboard, there’s nothing to update as it's right here in Follow Up Boss.
Here is a quick overview video to get you started.
The Leaderboard is available to all our Pro, Dominate, and Platform customers.
Appointment Types & Outcomes
We just launched the ability to use Types & Outcomes with appointments in Follow Up Boss. This gives you much more insight into your leads sources and quality of appointments set.
In the near future we'll be launching an appointments report to review and report on outcomes.
When creating or editing an appointment you'll now see this option in the desktop app (and in future the mobile apps).