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 you want and press the Save Changes icon.  Then select which users should be part of the new team, and click [Save].   Team leaders The main purpose of usin...

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 ...