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Caroline Becherer

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Albert Vasquez Accountability Automations

Published April 6th, 2021 by Caroline Becherer

Watch Albert Vasquez in action 👆 and use his automations below 👇 Setting the Accountability This is the backbone for setting up accountability checks for your agents. Start the Albert accountability method by turning on this automation.   Click here to preview and use this automation Week 1 Check-Ins 2 Min Talk Time without changing stage This autom

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Appointment Text Reminders

Published February 18th, 2021 by Caroline Becherer

Beta Power Up Feature currently in beta and can be enabled by admins on the Powers Ups screen. Send a text reminder to the contacts who have been invited to an appointment: When this box is ticked, saving an appointment will queue up a text reminder for the upcoming appointment. Reminders will be sent at the following times: If you create a same-day

589 Views 1 min

Lab Coat Agents' Automations

Published February 3rd, 2021 by Caroline Becherer

3 Year Sphere Nurture Shared by Tristan Ahumada "This drip will keep your sphere nurtured via texts, voicemail drops, and emails. Ideally, you want to use a company like AgentLegend or Shoutboss to automate this process. This is a reminder that people in your sphere are friends, family, and those that know you -specifically those that have never don

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Manually connecting your email

Published February 9th, 2021 by Caroline Becherer

If you are using a non-Google or non-Microsoft email, you will need to manually connect your email in Follow Up Boss. Note, we highly recommend using a Google or Microsoft email for the best experience with Follow Up Boss and for the full benefits of connecting your email.  To manually connect, you will first need the IMAP and SMTP host and port. Th

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Connecting a Microsoft email hosted with GoDaddy

Published February 19th, 2021 by Caroline Becherer

To connect your Microsoft email hosted through GoDaddy, use the instructions below. First, you will sign in to Outlook on the web. Use your Microsoft 365 email address and password (your GoDaddy username and password won't work here). In the upper-right corner, select Settings > View all Outlook settings. Select Mail > Sync email. You'll see t

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Troubleshooting Microsoft Outbound Email Syncing

Published February 8th, 2021 by Caroline Becherer

Outbound email syncing allows you to send emails from Follow Up Boss directly through your own email.  With outbound email syncing off, you will still be able to send emails through Follow Up Boss and the responses to those emails will sync to Follow Up Boss. However, you will not see them in your Sent folder in Outlook.  To enable outbound email sy

196 Views 1 min

Microsoft O365 Calendar

Published January 21st, 2021 by Caroline Becherer

When you connected your Microsoft email to Follow Up Boss, you will begin to sync appointments and tasks between your Follow Up Boss and O365 calendar. If you have a connected Microsoft email but are not seeing the calendar sync, disconnect and reconnect your email from your My Settings page.  Task Once connected, you will see a Follow Up Boss Tasks

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Mimecast and Proofpoint

Published February 9th, 2021 by Caroline Becherer

If you are using an email security layer called Mimecast or Proofpoint, you will not be able to connect that email to Follow Up Boss. Instead, choose a different email to connect for inbox syncing.  What are Mimecast and Proofpoint? Mimecast and Proofpoint are enhanced security services for securing email accounts and communications for businesses.

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