What's new on Follow Up Boss

Follow Up Boss news feed and changelog.

notifications
security & settings
September 15, 2021

🔔 Never miss an important notification: New notification bell and settings

The new notification bell gives you one central place to check your most important notifications, such as when you receive a text reply or when you miss a call. With this update, you'll also notice a new notification settings page, which lets you fine-tune the specific notifications you receive and choose exactly how you’re notified.

Here's a quick video covering the details of this update:

The notification bell and notification settings have made finding the important notifications and mentions much easier and way faster. No more sorting through emails! This is increasing our efficiency and putting our focus back where it belongs, in the CRM.  Gabe Cordova, CEO and co-founder of Core Group @ eXp Realty

Learn more about the notification bell.

How notification settings work.

The notification bell and settings page currently display in the Follow Up Boss web app. With these being new features, let us know how we can make them even better in the future by submitting and voting for ideas on the product roadmap.

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emailing
August 31, 2021

Batch emails reach more of your contacts, more reliably

Big improvements to batch emailing released today:

  • Any customer with a connected email account can now send batch emails, no matter which email provider you use.
  • The sending limit for batch emails is increased to 10,000 emails per day (up from 300 per day for Gmail and 1000 per day for Google Workspace and Office 365 emails). No more provider-specific limits.
  • Behind the scenes, Follow Up Boss now sends batch emails through the dedicated email marketing tool, SendGrid. This protects your email account’s sender reputation and helps prevent your emails from getting marked as spam.

More resources:

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security & settings
August 24, 2021

Security improvements to protect your data 🔒

We released two updates that keep your Follow Up Boss data even more secure:

1. Now you can create multiple API keys for your Follow Up Boss account. This lets you create a unique API key for each third-party app you connect to Follow Up Boss, which gives you more control over the apps that have access to your data.

With this update, you can delete individual API keys if you stop using specific apps, which lets you revoke access to apps you’ve connected in the past, without needing to disconnect and reconnect every integrated service. The new “Last Used” column next to each API key shows you which integrated app used it recently, and when the app last accessed it.

Another improvement to the API Settings page: Now you’ll see each API key only once, right after you create it, which is the best practice for security. You can copy a new API key from the API Settings page right after creating it, and then paste it into the integration you are connecting. If you forget to copy an API key, you can simply create a new key and delete the unused one.

You can learn more about how the new API Settings page works here.

2. We released a new content security policy that tells internet browsers which third-party services Follow Up Boss approves to be loaded in the web app. Follow Up Boss allows several third-party services – for example, Google Maps for the property report, a tool called Productboard for the Roadmap and Wistia for in-app help videos.

By enforcing a content security policy, we explicitly tell your internet browser which of these services Follow Up Boss allows, so the browser can block everything else and keep your data more secure.

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texting
August 17, 2021

Send a quick text from any of your Follow Up Boss numbers

From every screen inside the Follow Up Boss web app, you’ll see a “quick text” icon at the top-right. This lets you send a text to any phone number or contact on the fly, without needing to first add the number to a contact or load the contact’s profile.

With this release, the quick text option now lets you choose your outbound "from" number, so you can quickly send texts from any of your Follow Up Boss phone numbers, including your dialer number, company number and any of your assigned Team Inbox numbers.

If needed, you can change your default outbound phone number on your Settings page. To learn more about texting through Follow Up Boss, check out the help article.

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performance
contact organization
August 12, 2021

Faster loading timeline gets you up to speed quicker

Scanning a contact’s timeline is the fastest way to catch up on a detailed history of a contact’s activity and communication. Nobody likes getting their workflow interrupted by a slow-loading or cluttered timeline, which in the past, could happen with contacts who had long, detailed timeline histories.

With this release, contacts with large timelines now load at the same speed as regular contacts, so timeline lag is a thing of the past. Now you can review every contact’s timeline details without the wait, no matter how long or short their history.

We also moved “property search” and “saved property search” event logs to the activity section of the contact’s profile – specifically, to both the “recent activity” and “all activity” sections. Previously, these event logs displayed in the timeline, which could cause the timeline to load slower and prevent more important events like property inquiries from displaying clearly.

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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.

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