What's new on Follow Up Boss

Follow Up Boss news feed and changelog.

security & settings
emailing
August 03, 2021

Share your SendGrid emails without having an email connected

This update lets you enable email sharing on the Settings page without having an email account connected to Follow Up Boss. Previously, the "share your emails" option would not display without an email connected, which prevented you from giving your team access to emails if they were sent via an integrated SendGrid account.

Read More
emoji negative reaction for 'Share your SendGrid emails without having an email connected' emoji neutral reaction for 'Share your SendGrid emails without having an email connected' emoji positive reaction for 'Share your SendGrid emails without having an email connected'
Thank you for your feedback.
notifications
calling
August 03, 2021

Desktop notifications for missed calls when busy

Now you’ll see a “missed call” desktop notification (in addition to a missed call logged in your Follow Up Boss Inbox) if you miss a call due to your Follow Up Boss phone line being busy.

Read More
emoji negative reaction for 'Desktop notifications for missed calls when busy' emoji neutral reaction for 'Desktop notifications for missed calls when busy' emoji positive reaction for 'Desktop notifications for missed calls when busy'
Thank you for your feedback.
emailing
contact organization
July 28, 2021

Catch up on important conversations quicker

We released an improvement to help clean up and organize email logs on the lead profile’s timeline by moving all batch email logs to the “Marketing Emails” tab.

Now it’s easier to view individual email conversations from the timeline’s “Emails” tab, while keeping your marketing emails separate on the “Marketing Emails” tab. Marketing emails include batch emails, Action Plan emails and other marketing emails, such as those sent through MailChimp.

In addition to moving batch email logs to the “Marketing Emails” tab, we made several other design improvements:

  • We changed the design of the batch email icon on the timeline to differentiate batch emails from individual emails. Specifically, the batch email icon is now a darker blue color, smaller in size and it displays two envelopes.
  • We changed the design of the Action Plan email icon and the marketing email icon on the timeline. Specifically, the icons are now both the same darker blue color, making all email icons on the marketing tab the same color.
  • We added a "via batch email" link next to batch email logs on the timeline, which opens the batch email report.
  • We updated the color of the filtering options on the timeline, from gray to the new blue.
Read More
emoji negative reaction for 'Catch up on important conversations quicker' emoji neutral reaction for 'Catch up on important conversations quicker' emoji positive reaction for 'Catch up on important conversations quicker'
Thank you for your feedback.
emailing
security & settings
July 27, 2021

Automatically import your signature from your email account

If you have a Google or Office 365 email connected, now you have an easy way to import your existing signature from your email account into Follow Up Boss.

When editing your email signature on the Settings page, you’ll see a new option for “Import signature.” Clicking that will automatically pull-in your signature from your email account. This will happen automatically the first time you connect your email to Follow Up Boss.

How does it work?

The signature import tool searches your email account's recently sent emails and detects a common signature you’ve used in the past, and then recreates that email signature for you in Follow Up Boss. If you have a default signature already set in Google email, Follow Up Boss will pull-in your default signature automatically.

This feature is currently only supported with Google or Office 365 emails, but we’re looking to expand it to other email providers in the future.

For more details on how to edit your signature and how the signature import tool works, check out our help article here.

Read More
emoji negative reaction for 'Automatically import your signature from your email account' emoji neutral reaction for 'Automatically import your signature from your email account' emoji positive reaction for 'Automatically import your signature from your email account'
Thank you for your feedback.
contact organization
security & settings
July 22, 2021

Take more control over auto-tagging for zip code and city

This update lets account owners choose whether Follow Up Boss adds automatic tags to leads for the zip code or city of the property they inquire about.

Follow Up Boss account owners can manage auto-tag settings on the Admin>Tags page by clicking “Turn off/on auto-tagging new leads.”

Deselecting the zip code or city checkboxes will prevent auto-tagging for zip code or city name.

For example, if you only want auto-tags added for zip codes, deselect the city checkbox and leave the zip code checkbox selected. Deselecting both checkboxes will disable auto-tagging all together.

For more details on auto-tag management, read the help article here. To learn more about how tags help organize your contacts, check out the tags guide.

Read More
emoji negative reaction for 'Take more control over auto-tagging for zip code and city' emoji neutral reaction for 'Take more control over auto-tagging for zip code and city' emoji positive reaction for 'Take more control over auto-tagging for zip code and city'
Thank you for your feedback.
pixel
security & settings
July 21, 2021

Pixel tracks your contacts' website activity more securely 🔒

The Follow Up Boss Pixel now uses its own security token that is separate from a normal API key. This improvement provides better protection for account API keys and keeps your account more secure.

To learn more about how the Pixel tracks your contacts' website activity right inside Follow Up Boss, check out the help guide here.

Read More
emoji negative reaction for 'Pixel tracks your contacts' website activity more securely 🔒' emoji neutral reaction for 'Pixel tracks your contacts' website activity more securely 🔒' emoji positive reaction for 'Pixel tracks your contacts' website activity more securely 🔒'
Thank you for your feedback.
Create your own newsfeed