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.
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.
Before this release, when you opened an email in the Inbox, it would scroll you to the bottom of the email instead of the start. So, if you opened a long email, you’d first see the end of the email and the sender’s signature line, rather than the greeting at the beginning. This made it a bit confusing to view the full context of the email, and required too much scrolling to get caught up on the latest thread.
With this update, now when you open an email in the Inbox, it will first scroll to the top of the latest email. This lets you see a clearer picture of the whole conversation and respond quicker.
We released some updates that help our newest customers learn how Follow Up Boss works, and to help them see immediate success after activating our free trial. Please note that these changes are visible inside brand new Follow Up Boss accounts, and we didn’t alter existing accounts.
1. We added Dan Corkill, CEO of Follow Up Boss, as a sample contact record in all new accounts, and also added our support and sales teams’ contact info as Relationships on Dan’s contact record. This makes it easier to see how to organize contact records and how Relationships work.
2. We added a sample deal to Dan’s contact record. This gives new users an example of what a deal looks like on individual contacts and on the Deals page, and it makes it easier to know how to add and edit deals. This also solves the problem of new users being greeted by a blank Calendar and Deal Reporting page. The sample deal’s close date displays on the Calendar, and the deal’s stats display on the Deal Reporting page from the get-go.
3. We added a sample appointment to Dan’s contact record. This lets new users see what appointments look like on individual contact records, on the Calendar and on the Appointments Reporting page. We also created a default appointment for our success team’s weekly Follow Up Boss 101 training webinar, and another default appointment for the customer’s free trial expiration date to make it easier to know when to upgrade.
We made some behind the scenes improvements to how we send notifications for important events, like notifications for new leads and new text replies.
Aside from getting notified more reliably, you won’t notice any immediate changes on the surface just yet. But with this update, we took the first steps in releasing the core of a new system that handles notifications.
The eventual goal is to move all notification events to the new system, which will improve the deliverability of notifications and give you more control over what notifications are delivered (and how).
Stay tuned for more updates around notifications in the future.
We released some design improvements to the Settings page, including making the content on the page wider and moving the email sharing settings under the connected email field.
This update sets the stage for some upcoming improvements we’ll be making to the email signature editor on the Settings page.
Check out the before and after below.
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