What's new on Follow Up Boss

Follow Up Boss news feed and changelog.

New
September 30, 2020

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.

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New
September 25, 2020

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.

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New
September 19, 2020

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.

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