Fallback Actions For First To Claim Groups
How does a Fallback Action work?
When a First to Claim (FTC) group is connected to a leadflow source say from Zillow and that group receives a new lead in Follow Up Boss all members of that group will receive a push notification alert on their phones. The first member of the group who claims the lead (via the push notification) will be assigned that lead.
The purpose of a Fallback Action is If a lead is not claimed by the group within the time limit you can specify a fallback action to trigger another First To Claim Group, Round Robin Group, Pond, or individual team member to ensure no leads fall through the cracks.
New Advanced Lead Flow Rules
When setting up advanced lead flow rules, a common use case is to distribute leads based on geographic location.
This is particularly helpful for larger brokerages that operate in multiple states or when leads from particular postal codes are best serviced by particular agents or teams.
To make this easier and more comprehensive, we now support lead flow rules for City, State, and ZIP Code.
We will look for this geographic information within a new lead's property related inquiry, address, and tag data in a priority order. Read more here.
New Pond Notifications New Inquiry & Released To..
* We have paused the rollout of the Pond notifications feature until we can better segment notifications.
We've updated Pond notifications to help everyone on the team better track Lead changes and new Leads added to a Pond. The current behavior for the Pond Lead Agent is still the same as it is today and they will receive all notifications new inquiry, etc., from an existing lead in the Pond. For Pond Assigned Team members they will be notified of any new property inquiries made by Leads in the Pond and when Leads are released to the Pond. We used the same agent notification logic that we use to notify Agents and simply add Pond details to the existing Emails & Push Notifications we already send.
Email:Subject: Lead released to (Pond Name: Dock's Fishing Hole) - Joe Buyer
New Action Plan Step To Create Notes w/ Notifications
We've added Notes w/ Notifications support to Action Plans to help you create valuable action plan recipes that ensure your team stays informed and can quickly action lead prime events such as New Property Inquiry, Y-Priority Tag, Property Saved Event on your website.
The "Add Note" action allows you to add a note with merge field support to help record certain key events plus notify people on your team.
Pause leads for an agent
There are times when you need to temporarily stop sending new leads to an agent, for example they are on leave, out of shift, or already got too many leads to handle. Now Admins can do it with one click on the Teams screen:
No more tedious editing of the Lead Flow and Group screens back and forth when you need to take someone out of rotation and then bring them back. Read more here.
Call recording freedom
Sometimes one size doesn't fit all. Our call recording feature is great for coaching and keeping track of conversations, but what if you need to keep if off for some users? Now it's as easy as one tick on the Teams screen:
Slice and dice, mix and match, now you can have call recoding enabled for some users but not others. See more about call recording in Follow Up Boss.