New Lead Alerts
Notifications about the leads assigned to you
When you are assigned a new lead, you will receive an email alert and also a text message (if you have input your phone number under My Settings).
Text message and iPhone push alerts are 24/7.
If you do not want to receive text message alerts, you can disable those under My Settings. You can also enable desktop notifications under My Settings.
Notifications about the leads assigned to other agents
Admin users also have an option to receive email notifications for leads assigned to any agent in their account. Only admin users can receive notifications about the leads assigned to others. Please note: you do not need to enable this feature in order to receive notifications for leads assigned to you because this will always happen automatically by default.
This feature can be enabled for individual admins on the Admin > Team screen by clicking edit link next to the user who should receive notifications about leads assigned to any agent:
Then tick "Notify by email about all new inquiries in Follow Up Boss" checkbox and click Save button:
This user will start receiving a copy of email notification for all leads coming into Follow Up Boss including leads assigned to other agents. Notifications about the leads assigned to other agents can be distinguished from the ones assigned to you by the extra words "Assigned to <Agent Name>" in the email subject and body: