Leaderboard Deals & Activity Dashboard
We are excited to announce an update to our Leaderboard now with support for showcasing Deals Closed in addition to Activity Tracking.
The Leaderboard Deals & Activity dashboard helps you celebrate success and recognize everyone's hard work to close those deals and unlike spreadsheets or a whiteboard, there’s nothing to update as it's right here in Follow Up Boss.
Here is a quick overview video to get you started.
The Leaderboard is available to all our Pro, Dominate, and Platform customers.
Appointment Types & Outcomes
We just launched the ability to use Types & Outcomes with appointments in Follow Up Boss. This gives you much more insight into your leads sources and quality of appointments set.
In the near future we'll be launching an appointments report to review and report on outcomes.
When creating or editing an appointment you'll now see this option in the desktop app (and in future the mobile apps).
User Merge Fields
We added new merge fields "Agent merge field" and "Lender merge field" so now you can customize your email and text templates even more!
Those fields can be used for any information related to assigned agent or lender, for example a link to their personal website, schedule a meeting link, a job title or anything else. Agents and Lenders can edit it in the "User Merge Field" on the My Settings screen.
Learn more about using merge fields.
Group Texting
Follow Up Boss now fully supports group texting in both our desktop and iPhone apps (with Android coming soon!).
From scheduling with spouses and showing agents to introducing buyer agents and lenders, Group Texting lets you easily bring your deal’s most important players together in one text conversation. It's just like the group texting you're probably using already, but integrated into your CRM so you can keep all your conversations in one place.
Here's a quick overview of how to get started with group texting:
Learn more about Group Texting here: https://help.followupboss.com/hc/en-us/articles/360045118454-Group-Texting
Streamlined notifications for incoming texts
We understand you are very busy. To cut down on noise and distractions we streamlined notifications for incoming text messages.
Before, when the first text reply came in, we were sending you push notification on mobile, desktop notification, text notification and email notification. That's too many notifications for a single message.
Now, we will only send you a push notification on mobile and desktop notification. You can check your Inbox to see the lead's reply and respond to them as before.
To make sure you never miss a response from your leads:
1. Make sure you have the latest version of our mobile app installed and push notifications enabled.
2. Enable desktop notifications if not already enabled.
3. Check your Inbox regularly and respond to your leads from there.
Finally, if you feel you're missing the old text and email notifications for incoming texts, please reach out to us at support@followupboss.com and we'll discuss your use case.
Fallback Actions For First To Claim Groups
How does a Fallback Action work?
When a First to Claim (FTC) group is connected to a leadflow source say from Zillow and that group receives a new lead in Follow Up Boss all members of that group will receive a push notification alert on their phones. The first member of the group who claims the lead (via the push notification) will be assigned that lead.
The purpose of a Fallback Action is If a lead is not claimed by the group within the time limit you can specify a fallback action to trigger another First To Claim Group, Round Robin Group, Pond, or individual team member to ensure no leads fall through the cracks.