What's New in Fileboard: August 2019 - Fileboard

Fileboard Product Updates – August

The dev team has been hard at work fixing bugs and rolling out new features. Here’s what’s new from the end of July:


Engagement Triggers:

Move contacts between buckets and workflows based on engagement.

Using engagement triggers you’ll be able to create a truly automated sales process catered to your funnel. Depending on how and how frequently prospects engage, they’ll be advanced to the next set of calls and emails. 

Scheduled Manual Emails:

Schedule and send outreach to your leads at specific times without the need for a workflow. 

When sending manual emails, you now have the option to select the date and time your message is sent. Additionally, you can select multiple contacts to schedule a manual mass email blast. 

Here’s the rest of our product updates from the end of July:

  • Default Email Templates for various sales funnel stages added to template library
  • Users can now mass skip, snooze, and remind workflow tasks
  • Users can move multiple templates within a folder instead of only between folders.
  • Manually send one-off mass emails to selected contacts.