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!
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.
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!
We've adjusted the scoring to make Appointments and Conversations metrics standout out more as well as adding better Team display management.
Appointments: 500 pt
Conversations: 100 pt
Dials Attempted: 10 pt
Texts Sent: 2 pt
Emails Sent: 1 pt
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:
Missed Call Notifications:
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.
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