What's new on Follow Up Boss

Follow Up Boss news feed and changelog.

New
November 16, 2020

User Merge Fields

We added new merge fields "Agent merge field" and "Lender merge field" so now you can customize your email and text templates even more!

Those fields can be used for any information related to assigned agent or lender, for example a link to their personal website, schedule a meeting link, a job title or anything else. Agents and Lenders can edit it in the "User Merge Field" on the My Settings screen.

Learn more about using merge fields.

New
November 05, 2020

Group Texting

Follow Up Boss now fully supports group texting in both our desktop and iPhone apps (with Android coming soon!).

From scheduling with spouses and showing agents to introducing buyer agents and lenders, Group Texting lets you easily bring your deal’s most important players together in one text conversation. It's just like the group texting you're probably using already, but integrated into your CRM so you can keep all your conversations in one place.

Here's a quick overview of how to get started with group texting:

Learn more about Group Texting here: https://help.followupboss.com/hc/en-us/articles/360045118454-Group-Texting

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Improvement
October 30, 2020

Streamlined notifications for incoming texts

We understand you are very busy. To cut down on noise and distractions we streamlined notifications for incoming text messages.

Before, when the first text reply came in, we were sending you push notification on mobile, desktop notification, text notification and email notification. That's too many notifications for a single message.

Now, we will only send you a push notification on mobile and desktop notification. You can check your Inbox to see the lead's reply and respond to them as before.

To make sure you never miss a response from your leads:

1. Make sure you have the latest version of our mobile app installed and push notifications enabled.

2. Enable desktop notifications if not already enabled.

3. Check your Inbox regularly and respond to your leads from there.

Finally, if you feel you're missing the old text and email notifications for incoming texts, please reach out to us at support@followupboss.com and we'll discuss your use case.

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