Team Mentions
You can use @mentions to notify members on your team about specific notes, similar to mentioning someone on Facebook or Twitter. Type the @ symbol followed by the user's name. Once you save the note, they will receive an email with the contact details and note. Example: Hey @john I just spoke to Suzy. They are looking to buy next month. Please call ...
Follow Up Boss Notifications
The following table shows when notifications are sent out to you from Follow Up Boss: Event Email Notification Text Notification Push Notification (Mobile) Push Notification (Desktop) Shows in FUB Inbox Added as Collaborator ✓ Any note added to your lead (assigned agent and lender) ✓ Inquiry from existing lead ✓ ✓ ✓ New lea...
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 ...
Daily Hot Sheet Notifications
Start your day right and prioritize the hottest leads using the FUB Hot Sheet! Know what's coming up, view your most recent leads, and see the activity of your existing leads. Hot Sheets are sent to your inbox every morning at about 7:00am in your local time zone. New Upcoming Activity at a Glance Appointments Tasks marked as Appointments in Follow...
Enable Desktop Notifications
You can receive desktop notifications when Follow Up Boss is open and: You receive a new lead You receive a text message Someone opens one of your emails Someone clicks one of your emails To make sure desktop notifications are turned on, click your name in the top right corner, click "My Settings", and ensure the box next to Notifications is ticked....
