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
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.Read More
Big improvements to batch emailing released today:
More resources:Read More
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.Read More
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.Read More
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.Read More
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
Thanks for subscribing!
Check your inbox to verify your email