With this release, you can now view and update custom fields from the Follow Up Boss iPhone app. This gives you even more access to your data and better visibility of your contacts’ details, no matter where you are.
You can download the newest version of the iPhone app (version 2.17.0) on the App Store.
To view a contact’s custom fields, open their profile and scroll down to the Custom Fields section. You can tap a custom field to update it, and then save any changes.
For those of you with Android phones, we’re focused on bringing custom fields to the Android app in the second half of 2021. You can check out the Android roadmap and send us feedback here.
Learn more about how custom fields help you organize and track relevant details about your contacts in our help guide here.
We added some new helpful links in the top Help menu, including links for:
1. A new video overview of FUB and "getting started" checklist
2. The Follow Up Boss Help Center
3. Dale Archdekin's Conversion U Sales Training
4. The Follow Up Boss Success Community on Facebook
We're working on a few more educational upgrades soon, including the launch of a FUB 101 training course in an easier-to-access education center.
We just released a new trigger for Automations called “Deal Stage Changed.” This update not only saves you time and keeps you on track throughout the transaction process, it also helps you give clients a better experience and ensures more repeat and referral business.
Now when you change a deal’s stage — for example, from “Pending” to “Closed” — an Automation can automatically trigger an Action Plan that creates future tasks and sends drip emails to stay in touch.
Here are some more examples of how to use it:
When a deal stage is changed, send a notification, add a lender and start an Action Plan that assigns tasks to your transaction coordinator. Try out this Automation.
When a deal stage is changed to Closed, start an action plan to change the lead stage to closed and start the Post Closing Action Plan to make sure your agents stay in touch. Try out this Automation.
Please note: Automations will not run when a deal is being created, only when the deal is moving from one stage to the next.
Here’s our help guide that covers a full rundown, including a video that shows how to use this new Automations feature.
For an in-depth overview of how to use Automations to convert more leads and provide a first-class client experience, read our help guide here.
Now you can hover over a tag on a contact's profile to view a tooltip that shows when the tag was added to the contact, and who added it.
If the tag was added to the contact via a third-party API integration (external system), you'll see which API integration added the tag and when:
Please note: If a tag was automatically added to a contact through email parsing or if a tag was added before the release of this feature, a tooltip will not display when hovering over it.
To learn more about using tags to keep your contacts organized, check out our help guide here.
The newest version of the Android mobile app (version 2.21.0) supports both appointments and Contact Relationships. This update also fixes some intermittent issues with tasks not displaying.
Here's a quick video showing the improvements:
This release lets you schedule and view your appointments while on the go:
And you can also edit and view Contact Relationships from the app:
We made a roadmap that shows our upcoming Android improvements here, which also gives you an option to submit ideas to our team for how we can keep improving the app.
Now you have more robust editing options when creating your email signature, including the ability to add a signature formatted in HTML in addition to creating a signature from scratch.
Here's a quick video that covers the new improvements:
You can edit your email signature on the Settings page.
To review our email signature best practices and learn more about how your email signature works in Follow Up Boss, you can read our help guide here.
Thanks for subscribing!
Check your inbox to verify your email