Security FAQ

How do you protect my data? All your data is encrypted instantly and backed up daily to multiple redundant data centers. All connections to Follow Up Boss (whether you use a web browser or our Android/iOS apps) are encrypted using HTTPS and SSL bank-level security. Where is my data stored? Your data is kept in state-of-the-art facilities that have m...

Teams

This feature is available to all customers on the "Platform" plan. Create teams To create teams in your account, click on Admin → Teams, and then click the [+ Add Team] button. Enter a team name and if you want change the icon by clicking on it.  Then select which users should be part of the new team, and click [Save].     Team leaders The main purp...

Force Logout on Mobile Apps

For situations where you are concerned that someone you had previously given access to your mobile app still has access after they have left the team or you changed a user on your team to someone else's email and you want to make sure they lose access. Since the mobile app will register via your API key after the initial login, you'll need to reset ...

How to Migrate from One Account to Another

Transfer your lead information from one account/database to another using the simple steps below. Whether you are switching to a new team or starting out on your own, you may need to transfer your lead information from one Follow Up Boss account to another. Sign up for your new account Navigate to the Follow Up Boss sign up page and sign up for a fr...

Users, Roles, and Permissions

Follow Up Boss accounts have four different roles: Owner Admin Agent Lender Each role has its own set of access and permissions. If you aren't sure if you have access to a certain feature of your account, you've come to the right place for a master overview of each role's account permissions:...

Inviting Your Team & Team Management

Adding a User To invite your team click Admin > Team > Add Users Billing Details: Your account will be charged for each additional user. Upon adding a user, you will be automatically charged the pro-rated rate for the remainder of your current billing period (monthly or annual). You will see a confirmation screen showing this charge before inv...

Filter List By Assigned User

How to View Your Leads As a broker, you can see all people in your Follow Up Boss account.  If you want to filter out everyone else's leads and only see those assigned to you, you can select "Me" from the agent filter in the top right of the People screen: Your choice is remembered as you use the app.  To go back to seeing all contacts in your accou...

Changing Account Owner

The account owner in Follow Up Boss controls the billing and export permissions in the app.  They are also the owner of the account data so the owner should be the person who is paying for Follow Up Boss and the leads in the system. Things to be aware of when changing account ownership: Inbox Lead Processing (pulling in new leads) is only active for...

Deleting a User from Your Account

Removing a User from Your Account 1. Go to Admin > Team, and click edit next to the user you wish to delete. 2. Click "Delete user and reassign contacts" Note: It's important to delete users versus just renaming or changing their email/password when they leave your team because deleting them also cuts off access to the mobile apps and their API k...

Creating or Changing Your Password

Follow Up Boss Login Info Follow Up Boss will use your email address as the login name for the account. Your login email can be changed at any point after you login from the My Settings section in your account.  Creating a Password The security of your data is of the utmost importance. To best protect your account, we require your password to be at ...

Billing Management

To access the billing screen click Admin > Billing (account owners only). Update Credit Card Click "Update credit card" then enter your credit card number, expiry date and CVC number. Your card is securely stored with our payment processor. Changing Plan To change your plan, navigate to Admin > Billing > select Change Plan > select the n...

Changing Your Subscription Plan

How To Change Your Subscription Plan Go To Admin > Billing > Click Change Plan Click the plan you would like to move to and click Change Plan. A box will appear to have you confirm the change. *Please note that if it does not allow you to downgrade your plan, it means you need to  delete agents  from your plan to meet the user limit for the ne...

Cancel Your Account

The owner of the account has the ability to cancel their account at any time. Once "Cancel subscription" has been selected, the account will be canceled immediately.  Export First Before canceling your account, we recommend exporting your contacts. Follow these step by step instructions on how to export your contacts.  Lead Flow Archiving  When leav...

Agent Owned Lead Duplication

Summary At Follow Up Boss, we want to help you keep your leads organized. Usually, this means prevent duplicates from entering the system. However, there are two scenarios in which you may want a lead to be duplicated and assigned to a new agent: Agent-funded leads and when importing leads.  To accommodate these scenarios, we have created a setting ...

Custom Stages

As the Account Owner, you can edit stages by navigating to the Admin > Stages screen.  On this screen you can rename and reorder stages.  You can also add new stages or delete stages you no longer need.  To rename a stage, click the edit icon next to a stage, to delete a stage click the delete icon: If you want to reorder the stages, drag a stage...

Changing a Lead Stage

Stages in Follow Up Boss are perfect for tracking who a contact is to you right now. Keep your contacts' stages updated and you'll know when it's time to follow up again. Define Your Stages Define your stages so you know exactly where each contact fits in your pipeline. If you don’t have definitions in mind, use these: Stage Definition Lead   New co...

Invitation Emails for Appointments

When you create an appointment in Follow Up Boss, you can send an invitation email to invitees. (This option is selected by default.) Below is an example of what this invitation email looks like to invitees: Editing an appointment will send an update email to the invitees unless you uncheck the option to send an update email when editing the appoint...

Delete a Lead Source

Go to the Reporting > Lead Sources screen. Make sure the time dropdown in the top right corner is set to "All Time," so you can see all lead sources and click on a trash icon on the right for the lead source you'd like to delete: Before a lead source can be deleted, you need to select another lead source to reassign existing people. You can searc...