What's new on Follow Up Boss

Follow Up Boss news feed and changelog.

texting
mobile
December 02, 2021

Make a stronger connection with video texting 🎥 📱

  • Now you can record and send video texts on the fly, from both our iPhone and Android mobile apps.
  • Know when videos get watched. View tracking tells you when someone views your video.
  • Text videos that are as long as you want – virtually no length limits and playback is always HD.
  • Every video text logs automatically in your CRM, so you can see the whole conversation in one central place, alongside every other text, call and email.

Putting your face in front of contacts helps you connect on a deeper level, and leads to better relationships and client loyalty.

There’s nothing better than video to help get you acquainted with someone … it really solidifies your relationship." Ryan Rodenbeck, broker/owner of Spyglass Realty in Austin, TX.

How our customers are using this:

  • Stay fresh in your past clients’ minds by sending them a personalized “checking in” video text quarterly.
  • Send a quick “thank you” video text to people who visit your open houses.
  • After calling a new lead, send an introduction video text. Pro-tip: Our customer Kyle Whissel recommends including a line like this to get more replies: “I just wanted to send a video so you could put a face to the name, and know that I’m a real human being.”

Download the latest version of the iPhone app from Apple's App Store here.

Download the latest version of the Android app from the Google Play Store here.

For more details on how video texting works, check out our Follow Up Boss texting help guides:

And for a deep dive on how to use video to convert more leads, check out our real estate video marketing guide.

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contact organization
November 24, 2021

Edit and rearrange custom field dropdown options without losing data

Now account owners can edit a custom field's dropdown options and rearrange the options without losing any data.

Previously, if you edited the name of a custom field's dropdown option, then that value would be removed from all of the leads that had it selected. There also wasn't a way to rearrange a dropdown's options. Sometimes these problems worked in tandem to provide customers with major headaches and data loss.

Please note:

  • Deleting a dropdown option still deletes the value from all of the leads.
  • Custom fields can be managed by account owners only.

To learn more about how custom fields help you organize and track important information, check out the help guide here.

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emailing
November 23, 2021

Always share emails sent through Follow Up Boss

Emails that are part of conversations originating from Follow Up Boss are now always shared on lead timelines, regardless of sharing settings.

If an email is sent from Follow Up Boss (including Action Plan and batch emails), the email content is always visible to anyone with access to the lead. Any threaded replies to that email will also be visible.

This applies retroactively to all emails sent from Follow Up Boss, as well as any new replies.

A previous problem this update solves:

If an agent sent an email to a pond lead and then the agent lost access to that lead, then the email's content would be hidden even if email sharing was enabled.

With this release, these types of emails will always be visible to team members with access to the lead.

Learn more about how email sharing keeps your team on the same page when working together with leads or clients.

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inboxes
November 18, 2021

Team Inbox improvements help you answer and track every call to your business

Team Inboxes have always been the secret sauce for improving your inbound call answer rate, thanks to their ability to capture calls to your business and ring your whole team until someone claims it. But before this recent update, there was a limit on the number of agents and phone numbers that you could broadcast calls to.

This update removes that limit, so now you can broadcast incoming calls to as many agents and phone numbers as you want, whether they’re a Follow Up Boss user or not.

That way, every lead who calls your business gets connected to the first available team member right away.

We also added a new “prompt for keypress” option if you are broadcasting calls to multiple numbers in a Team Inbox’s “additional numbers to call” section. This option is enabled by default.

With the keypress option enabled, after picking up a call, you’ll hear a voice prompt to press a key on your phone to connect to incoming callers. This ensures every inbound call gets answered by a real person, and not sent to voicemail if another agent declines the call or if their answering machine picks up.

Another new improvement that helps prevent incoming calls from going to voicemail: Team Inbox calls now ring for 30 seconds (instead of the previous 15 seconds), giving your team a longer time to catch them.

How our customers use Team Inboxes:

A lot of our top customers already display a Team Inbox phone number on their website or any advertising that relies on a solid call answer rate, such as Google Local Services Ads. That way, if a lead calls or texts their business, Follow Up Boss notifies their team simultaneously, and whoever’s free can help out.

All incoming texts and calls (including missed calls and voicemails) get logged in your Team Inbox for your team to view and collaborate on. Better yet, Team Inbox phone numbers give you full tracking, so you’ll always know which marketing campaigns are making your phone ring.

For a detailed rundown on how a Team Inbox can help you crush Google Local Services Ad conversions, check out our blog post here.

And you can learn more about how Team Inboxes work in our help guide here.

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contact organization
November 12, 2021

Create mailing labels for contacts in a relationship

Just in time for your holiday cards, now you can create mailing labels that display both names of contacts who are in a relationship, such as spouses or partners.

When creating mailing labels, you’ll see this new checkbox:

Selecting that option will create a combined mailing label for any contacts who are in a “partner” type relationship. “Partner” type relationships include any contacts with one of the following relationship types:

  • Spouse
  • Wife
  • Husband
  • Domestic Partner
  • Partner
  • Girlfriend
  • Boyfriend

Learn more about how to create mailing labels here.

For a rundown on how to organize contact relationships, check out the help guide here.

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contact organization
November 10, 2021

Set a custom field's drop-down back to empty

Previously, once a custom field's drop-down option was selected, you couldn't remove the option and set the field back to empty. This update fixes that.

Now you can set a custom field back to empty by choosing "Select an Option" in the drop-down menu, and then saving.

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