Real-time Presence Indicator
Wouldn't it be awesome if we were able to see who else is currently on a lead's profile in followup boss? Well, that day has arrived with our new Real-time presence feature. We will now check to see if someone else on your team is also viewing or editing a lead while you have it open and alert you with their avatar right on the page!
Lead Ponds
Do you have leads assigned to agents who are too busy to prospect them? Every single lead that isn’t actively worked is a wasted opportunity, especially when there are other team members who do have time. We’ve built ponds to address this issue, so leads that are up for grabs can be viewed and claimed by agents who can work with them, rather than staying assigned to an agent and hidden from the rest of the team.
iPhone App Updates
Here's a quick update on recent improvements to the iPhone app.
You can specify the type of task when adding or editing a task now
You can also assign conversations from the inbox by swiping the conversation right. Note: You can still swipe left to close the conversation.
You can give us feedback directly from the Settings screen now. If the app doesn't seem to be working quite right, you can tap "Report a bug" from the Settings screen and our Support team will reach out to help!
Leaderboard Updated!
We've adjusted the scoring to make Appointments and Conversations metrics standout out more as well as adding better Team display management.
Scoring
Appointments: 500 pt
Conversations: 100 pt
Dials Attempted: 10 pt
Texts Sent: 2 pt
Emails Sent: 1 pt
Team Inbox Notifications
If you're using Team Inbox you'll be excited to hear that we have launched Team Inbox notifications! From now on the members of your team who have access to a Team Inbox or are assigned a Team Inbox conversation will receive desktop and mobile push notifications when a call is missed, a text is sent, or a voicemail has been left by a lead or an unknown contact. Notifications will only be sent to those who need to know to keep from creating too much noise, so you and your team will only see them in the following scenarios:
- When an unknown contact reaches out to the team inbox and the conversation is assigned to the team inbox, a notification will be sent to any user who has access to the team inbox.
- When a known contact reaches out to the team inbox and the conversation is assigned to a team inbox, a notification will be sent to any user who has access to the team inbox and the known contact.
- When a known or unknown contact reaches out to the team inbox and the conversation is assigned to an agent, a notification will be sent to the assigned agent regardless of access to the team inbox or the contact.
Text Notifications:
Voicemail Notifications:
Missed Call Notifications:
Fixed issue with calendar events mirroring
Our Engineering team resolved an issue where mirrored calendar events would show up when multiple team members were scheduling a new event on the calendar at the same time causing Agent A’s calendar and Agent B calendar to mirror the same event until the page was refreshed. We certainly apologize for any confusion this issue caused you and your team.