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.
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.
Automations were already kind of like your 24/7 assistant who combs your database for more opportunities nonstop. But with this release, Automations can now reassign a lead to another agent (or group of agents), so your team gets notified about cold leads at the moment they become active again.
Here's a quick video overview:
Let’s unpack this important update:
1. We added a new Automation action for “Reassign.”
2. We added a new Automation action for “Add Note,” which can notify your team.
3. We added the ability to have multiple actions (one of each) triggered by a single Automation.
Here's just one example of how it works:
Now we can help you turn old leads into more appointments with less effort. Distribute stale leads to your team at the moment they’re ready to re-engage, and start the conversation automatically.
If a stale lead makes a new inquiry on your website or through another lead source, an Automation can now reassign the lead to another agent (or group of agents) on your team. That way, your team gets notified and can step-up to help right away.
And now that Automations support multiple actions, you can also add a note and assign an Action Plan to the lead at the same time as the reassignment. The note serves as a heads-up to your team about the lead’s recent event, and the Action Plan helps re-engage the lead.
This release gives your team more opportunities to discover more deals by getting in front of inactive leads at the moment they become active again.
Here's an example of an Automation that uses these new actions, which you can copy to your account.
You can learn more about how to use the new "Reassign" Automation action here.
A few things that are always better together:
I know that took a bit of a turn at the end there, but stick with us.
We just released an early build of Contact Relationships, which will make your life easier when you’re working on a deal with multiple people, like a spousal couple, family members or business partners.
Imagine having every call, text and email from each person neatly packaged together, with each name clearly labeled in-line. No more juggling threads and wasting time figuring out who needs a response.
Have better conversations and build stronger relationships by looping in the people who matter.
How does it work?
On each lead’s profile, you’ll see a new relationships section:
This is where you can add contact info for any people who are related to your lead, like their spouse or family members.
After that, all your communication with related people stays organized together on the same lead profile, and it’s easier to keep everyone in the loop.
You can quickly add Contact Relationships to group texts and emails, and invite them to appointments together, so they each receive invitations and reminder texts.
Contact Relationships provide a ton of added functionality aimed at streamlining your workflow and giving your clients a first-class experience.
This is still an early release, so we’re continuing work to polish it up and add more functionality and features to it over time. Some of the top future improvements on our Contact Relationships radar include Action Plan and birthday support and import/export functionality.
If you notice any important functionality that you’d like to see with Contact Relationships, let us know by emailing email@example.com.
And for more details and FAQs on Contact Relationships, check out our help article here.
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