Manually Add a New Contact

There are two ways to manually create a new contact. Adding from Navigation Bar The Add Person icon button which can be found in the top right of the navigation bar. It will open a modal to enter contact details: To help avoid unintentionally creating a duplicate account, we alert you when you search for a person who's not yet in your list, but is i...

Delete A Contact

Deleting contacts in FUB will result in all information on the lead to be erased from your account. This information cannot be restored in any way once you have confirmed that you would like to delete your contact. If you do not wish to permanently remove a lead's data from your account, check out our article on sending leads to the Trash. To delete...

Merge Contacts

Sometimes duplicate contacts may be created in your Follow Up Boss account. In these situations, use the Merge Contacts action to combine the two contacts into a single one. Finding Contacts to Merge A good way to find duplicate contacts is to sort the People screen alphabetically by the Name column. To sort, simply click on the column heading. You ...

Search

Search by Contact Info You can search in Follow Up Boss by name, email, phone number, contact address and notes. Our search also includes close match's for example if you have a contact named Meghan searching for Meg would also find the contact. Search by Note You can click the "Notes" tab to just see notes results. Searching by State or Zipcode As ...

Collaborators

Using the Collaborator Feature Do you need to give access to a person beyond just the assigned agent and lender? Perhaps you want a team lead or ISA to have access, but do not want to raise their access to be an admin. Collaborators are an easy way to give additional members of your team access to a person. You can easily view and manage collaborato...

Tags

Tags allow you a flexible way to categorize your contacts. Unlike stages, a contact may have multiple tags. Applying a Tag to a Contact Click the plus + icon on the left to bring up the tag list. You can select multiple tags to apply. If you don't see the tag you want, type it in, and you will be able to create it as a new tag. When finished, click ...

Autotags

Some tags in Follow Up Boss are created and attached to a lead automatically by the system. Here are a few scenarios that would cause a tag to be automatically added on to a lead by the system. - Seller Lead - Bounced email - Zip codes and cities of inquiry addresses - Unsubscribed - Lead sources ex: Ylopo - Deleted Agent's name will be auto-tagged ...

Contacted/Not Contacted Status

In Follow Up Boss Classic, the contacted button would pause the running action plan and indicate someone had spoken with the lead or received an email back. In Follow Up Boss 2, we track more directly last email, last text, and last call so you can see the last activity vs not knowing what "contacted" represented. There's also a column entitled, "La...

Recover Contacts From Trash

When you change a lead stage to “Trash” the lead is removed from Smart Lists and Searches. At some point, you may want to recover those leads. You can recover trashed leads by locating the lead(s) and changing the stage from “Trash” to a different stage such as “Lead”. Individually Recover Search for the specific lead in the main search and choose t...